When data is first retrieved in tables, it is loaded into the table with the default view (meaning the data displayed, corresponds to the search arguments you have entered and/or the columns you have activated).
With the Create table view function, you can rearrange the columns (i.e. arranging, deleting data in the data columns/rows) according to what you are after. You can then toggle the default view and the different views you have created, to view data from different angles.
Note: This function is most powerful if you also create an advanced selection and connect it to the table view you create.
Scenario for this example
You will create a new table view in the Sales order browser with the end result being that you will view the contents of the table in the following order (from left to right): Customer, Customer name, Order and Order value. You will then create an advanced selection where you sequence the data by customer and connect this table view to the advanced selection.
Do as follows:
- Open the Sales order browser and click Find to load the data in the table. The result is the default view, (indicated by *Default in the bottom left hand box) for the initial loading of data.
- To create a new table view click the Edit table view definitions icon to the right of the *Default box in the bottom left hand corner of the window.
- In the Edit table view definitions window click Add.
- You access the Add table view definition window, where you assign a name for the definition. Click OK.
- You return to the Edit table view definitions window with the information updated. Click Exit.
- You return to the Sales order browser window. Switch to your new table view by clicking the arrow to the right of the box with *Default and selecting the view you created.
- Customer
- Customer name
- Order
- Order value
Since you, for this example, should be able to view the information in this new Table view in the following order, rearrange the order of the columns accordingly:
For the applicable column(s) click the applicable column heading and while holding the left mouse button down grab the top of the column heading and drag it to the desired location.
Your new Table view is now complete.
Connecting the table view to an advanced selection
As previously mentioned, this Table view function is most powerful when used together with an advanced selection. (See Configure an advanced selection in an Analyser browser for detailed instructions on configuring an advanced selection).
For this example you will create an advanced selection where the sorting (sequence) order is by Customer.
Do as follows:
- With your new Table view (By customer) still active in the Sales order browser window, click the
Advanced selection icon. - On the Advanced selection-Sales orders window toggle to the Sequence page and select Customer and then Add it to the Included list.
- Click the
Save current selections icon. - On the Save selection window, enter the Description of the Advanced selection and then select (connect) the table view you created in the Default table view field. Click Save.
- You return to the Advanced selection – Sales order window. Close this window to return to the Sales order browser window.
- On the Sales order browser window, click the
Choose saved selections icon and select the Advanced selection entitled By customer. - The Sales order browser now displays the data sorted according to the Advanced selection for the Table view.