Working with data grid data

This section details how to work with and manage data in a data grid, specially:

• Edit the data ( see Editing the data of a grid)

• Edit data in bulk (see Editing data in bulk)

• Export the data (see Exporting the data of a data grid)

• Import the data (see Importing data into a data grid)

• Adding a record (see Adding a data grid record)

• Validate a row (see Validating a data grid row)

• Delete rows (see Deleting one orseveral rows from a data grid)

• Export template (see Exporting the template of a data grid)

Editing the data of a grid

Depending on the configuration of the grid, and provided that your user has been granted the required access rights, you can edit certain data in a grid.

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Certain data are not editable. Editable fields are highlighted in blue, as illustrated in the following figure:

Editable fields versus non editable fields

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If the row validation mechanism has been enabled on the given grid, no edition will be possible on validated rows. Validated rows are marked with a blue tick, and all fields are locked. For more information about row validation, see Validating a data grid row.

To edit values in a data grid, proceed as follows:

1. Open the grid in which you want to edit values(see Viewing a Data Grid in About data grids in the v10 Application).

2. Locate the value that you want to edit by browsing the data grid.

3. Click inside the relevant field, and then edit the value.

4. Click Save in the lower-right corner of the application window to confirm your changes.

Editing data in bulk

In data grids, you have the possibility to apply an identical value to several rows in a given column of a grid. This feature, called "bulk apply" enables you to gain time when performing mass editing operations.

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This feature is available depending on the configuration of the grid columns.

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You can validate rows in bulk (see Validating a data grid row).

To perform a bulk apply operation, proceed as follows:

1. Open the data grid in which you want to work (see Viewing a Data Grid in About data grids in the v10 Application).

2. Select the rows in which you want to enter values by checking the corresponding boxes on the left of the grid. A blue ribbon is displayed on top of the grid.

3. Click Bulk, in the far right of the ribbon (the button is displayed as soon as you have selected at least two rows in the grid). A new contextual tool is opened, as illustrated in the following figure:

Bulk apply tool

4. In the Select Column drop-down list, select the column to which you want to apply values in bulk.

5. In the Apply Value field, enter the value that you want to apply to all selected rows (the type of entry depends on the type of field).

6. Click Replace All. The entered value is applied to the relevant field in all selected rows and the bulk apply tool is closed.

Exporting the data of a data grid

Provided that your user has been granted the necessary access rights, you can export the data of a data grid, for instance, to be able to work on the data offline, outside of the application.

To export the data of a data grid, proceed as follows:

1. Open the data grid with which you want to work (see Viewing a Data Grid in About data grids in the v10 Application).

2. Click Export at the bottom of the data grid. Depending on the configuration of your system, a pop-up window that requires you to enter a password for the exported file might be displayed. In this case:

   • Enter a password in the Password field. When the field is green, the password is valid.

   • Confirm the password in the Re-enter Password field. If the entered passwords do not match, an error message is displayed and the field is circled in red. When the field is green, the password matches the one entered in the Password field.

3. Click Export. The download process is started. When the download is in progress, a download box is displayed in the upper right corner of the application and you can continue working, as illustrated in the following figure:

Data export

4. Once the file is generated, a download link is displayed in the file download box:

5. Click the download link. The file is downloaded locally on your computer.

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Please note that the quick filters applied to the grid, if any, are not taken into account when the grid is exported. To export filtered data, you need to use standard filters.

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Please note that some limitations may apply to the export of the data contained in a data grid. For more information, refer to Limitations related to Excel import/export.

Importing data into a data grid

If you have exported data grid data (see Exporting the data of a data grid) and worked on it offline, you can then synchronize the data by importing the file. To import data, proceed as follows:

1. Open the data grid in which you want to import data (see Viewing a Data Grid in About data grids in the v10 Application).

2. Click Import at the bottom of the grid. A file browser window opens.

3. Search for and locally select the file that you want to import.

4. If a password pop-up window opens, then enter the password (see Exporting the data of a data grid).

5. Click Import.

Adding a data grid record

You can manually add a record in a data grid. To do so, proceed as follows:

1. Open the data grid in which you want to work (see Viewing a Data Grid in About data grids in the v10 Application).

2. Click the Add a Row button, located at the bottom of the application window. A new row is added at the top of the page, above the existing rows, as illustrated in the following figure:

New data grid record

3. Fill in the values for the data grid record:

   • If default values are defined for one or several columns of the grid, then the default value is automatically inserted, and you can change it if required

   • If the column cell contains an error (mandatory value empty, formula error, etc.), then a red cross icon is displayed on the left of the cell

   You can hover your mouse cursor over the icon in order to see the type of error.

4. Repeat the operation if you want to add a new row.

5. Click Save in the lower-right corner of the application window. The new row(s) are saved in the data grid.

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To remove a newly created row (i.e. cancel the addition of the new row), click .

Validating a data grid row

The v10 application offers a validation mechanism that, when implemented on a given grid, enables authorized users to validate rows in the grid. Once a row is validated, it can no longer be edited or deleted.

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If required, you can validate rows in bulk (see Editing data in bulk).

To validate one or several rows in a data grid, proceed as follows:

1. Open the data grid in which you want to work (see Viewing a Data Grid in About data grids in the v10 Application).

2. Check the box in the validation column (the actual name of the column depends on the configuration of the grid) of the line that you want to validate.

3. Click Save. The row is validated and it is now locked for edition (no editable field, no possibility to select the row), as illustrated in the following figure:

Validated row

You notice that, in the validated row, the value of the validation column is displayed as a blue tick, and not an editable box.

Deleting one or several rows from a data grid

You can delete one or several records from a data grid from the v10 application interface. To do so, proceed as follows:

1. Open the data grid in which you want to work (see Viewing a Data Grid in About data grids in the v10 Application).

2. Select one or several rows of the data grid by checking the boxes located at the left of each row. A banner indicating the number of selected rows is displayed above the grid, as illustrated in the following figure:

Deleting data rows

3. Click Delete in the banner. The selected row(s) are deleted from the grid.

Exporting the template of a data grid

The v10 application offers the possibility to export the template of a data grid in order to create a new grid based on an existing grid. When you perform this operation, the columns of the data grid, with their header, are exported into Excel, but without any data.

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The feature is available only if the configuration of the grid (performed in the Admin Portal interface of the v10 application in Data > Administration > Grid Editor) allows it. If the option is not activated, the button to perform the action will not be available in the interface. To access the permission, the Hierarchical Layout parameter in the grid properties must be disabled.

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The data grid format is exported without macro. Therefore, only the column headers (of the corresponding number of columns in the original grid) are exported. There is no check about column type, validation, etc.

To export a template of a data grid, proceed as follows:

1. Open the data grid whose template you want to export (see Viewing a Data Grid in About data grids in the v10 Application).

2. Click Export Template at the bottom of the grid, as illustrated in the following figure:

Template export button

3. If prompted (depending on the configuration of the grid), enter a password for the exported file in the "Enter a Password" pop-up and then click Export. If you are not prompted for a password the file is directly exported and available in the export pop-up, in the upper-right corner of the application window.

4. Download the exported file from the export pop-up (see Exporting the data of a data grid).