Tables

Here you can find out everything about working with tables and how you can adapt them to your needs.

Filtering tables

In the following instructions, you will learn how to use table filters to display entries that contain certain values.

Show filter row

1. Select the magnifying glass icon or press CTRL+F to show a table filter.

2. If the yellow filter row has been shown, you can filter across the entire table.

3. If you would like to filter individual column contents instead, select the plus symbol next to the filter row.

If a table is opened or filtered, the total number of entries is displayed as a tooltip at the bottom left.

Filter contents

All entries that match the filter entry are displayed in the table. The table can be printed or exported, for example.

Filtering numbers and words

• Numbers are entered with a comma

• Number ranges are entered as follows: Number Space Hyphen Number, e.g. 2014 - 2016.

• The * character replaces any character; this is how m*er finds the terms Meier, Müller, Meter, Mauszeiger etc. See illustration below.

• Upper/lower case does not matter.

Date values

In date columns, a triangular arrow provides various options for limiting the display in terms of time.

Filter columns

You will find a filter symbol in many table columns. Click on it to determine exactly which elements should be displayed. In the illustration, the potential (PZ) phases are displayed.

The filters above tables

1. Depending on which table you have opened, you can filter the entire table according to further criteria, e.g. time period, status details, contact, user, etc.

2. Save the filtered list under its own name by clicking on the worklist icon.

Customize columns

Column selection

Do you see too little or too much information in your table? No problem. Right-click on the table header (the row with the column labels) and select Column selection.

1. You can quickly find the desired columns using the filter.

2. Tick the checkboxes to select the information you want to display.

3. The scroll bar indicates that many more columns are available.

4. Display columns alphabetically or thematically (by business object).

5. Save your selection.

Hide columns

You can hide an individual column by right-clicking on the corresponding column header and selecting the option "Hide column XY".

If you want to hide not just one, but several columns at the same time, proceed as follows:

1. Make sure that you have switched on the filter mode. Otherwise, call it up via Ctrl+F.

2. Select the columns to be hidden by clicking on the column header while holding down Ctrl.

3. Right-click on the column header to open the context menu and select "Hide selected columns".

Sorting columns

You can sort several columns by clicking on several columns WITHOUT activating filter mode while holding down Ctrl. A small number in the table header indicates their order.

Editing contents

The contents of some columns in tables can be edited, partly in relation to the individual row, but also in the multiple selection. This allows you to make mass changes from the overview using multi-select. The example shows the G/L accounts: If you select several rows and click on the small black arrow, a query dialog appears, after confirming which you can change a larger number of values in a column at the same time.

Tables - Compare contents

If you want to compare the contents of two table rows, you can open a detailed view. To do this, select two rows in an overview table and call up the detailed view using the context menu (right mouse button).

The contents of the two rows are clearly compared and identical values can be hidden.

Exporting table data

You can quickly export your tables in various formats using the printer symbol in the table header on the left.

Select export format

The formats in the Export directly area are clear.

In the Export section, you can export the filtered table as a "Settings" file. This means that the settings are saved in a .pck file that can be imported into another Scopevisio instance. You can read more about settings in the section "Settings - Transferring system settings".

Authorization for table export

You can grant or revoke authorization to export tables. To do this, go to Manage user profiles and rights in the system administration.

Output or print tables

Under Export directly, select the desired format. Under Export, you can save the table in Teamwork, send it by email or transfer it to report planning (see next section).

If you want to print a table, select the PDF or Excel format, for example, save the table and print it using your system's normal print function.

Report planning

In addition to various export formats, you can also click on Report planning in the table export menu shown above and select the following form.

Here you can schedule recurring reports and have the reports generated automatically at the appropriate time. The output format can be selected. Please also read the "Reports" section.