Working with the Data Entry Grid
The data entry grid is used throughout Project Analyzer and provides the core functionality for how data is entered, displayed, grouped, sorted, filtered, and summed up.
Note: The grid is similar to a Microsoft Excel spreadsheet allowing interaction in individual cells where some cells are calculated values.
Field Chooser
- Click the button in the upper left corner of the grid to open the Field Chooser dialog box.
- Select the check-box for a field to add it to the data grid.
Tip: To hide a field, de-select the check-box.
Data Grouping
In many tabs available on Project Analyzer, you can group data rows.
To group the data rows
- Move the mouse to drag the column or columns you wish to group by into the area titled Drag a column header here to group by that column. Grouping often results in group summary values for various columns, as shown below.
- Expand the groups using the + sign to the left of the grouped row to reveal the underlying detailed data rows.
Note: To remove a grouping, drag the column from the grouping area back to the main data grid.
Sort | Multi-Select Filtering | Column Pinning
The icons at the top of each column allow for control of what data appears in the grid and in what order.
Sort
By default, rows appear in the order they were created. To sort the rows by any column, click on the column header.
- An upward pointing arrow to the right of the column name indicates that the column is sorted in ascending order (A-Z)
- A downward pointing arrow indicates that the column is sorted in descending order (Z-A).
To toggle the display order, click a column header.
Tip: To sort multiple columns (i.e.,Phase then Team Role), hold the Shift key while selecting multiple columns, No arrow indicates that the column has not been sorted.
Multi-Select Filtering
Many columns include the icon, indicating that the contents of the grid can be filtered based on the column values. Click the icon to access the Filtering pop up, shown here:
The Filtering pop up provides Microsoft Excel-like multi-select capabilities, allowing users to quickly select the items they want to view without having to create a custom filter.
- Select the check-box for any values to view in the data grid.
- Clear the check-box for any values to exclude from the data grid.
For example, you could use the multi-select filtering to view only certain phases on the Team tab.
To create a more detailed, custom filter:
- Select an option from the Text Filters/Number Filters/Date Filters menu at the top of the Filtering pop up to access the Custom Filter dialog box. The filter icon turns blue to indicate that a filter has been applied to the column.
Note: To clear the filter, click the icon and select Clear Filter.
Column Pinning
Often, the data grids are wider than the screen space available. If there is a column that you always want visible, you can pin it in place so that it remains visible during horizontal scrolling.
- Click the to pin the column in place. The column is automatically moved as far left in the grid as possible, and the pin icon points down to indicate that the column is pinned in place.
- To unpin the column, click the pin icon again.
Summaries
The row along the bottom of the grid is used to display the summations of row values. These summary calculations are pre-built into Project Analyzer.