Web Portal 2.0: Managing Tabular Data

Adding a Row

Editing a Row

Cloning a Row

Deleting a Row

Reordering Tabular Data

Table view and navigation

  • Go to the table within the report.
  • Select Edit Table.

Note: The table must be opened to add/edit data.

Adding a Row

 

  • Select Add Row to add a new row of data.

  • The side bar will appear allowing you to enter data for each field.

  • Enter your data within each field or use Select Options and choose an option to add to the field.

Note: The data entered into each field will be added to the table in real time.

  • Select the image icon to add a photograph.

  • Drag and drop or select Browse to add a photo from your computer.

  • Select Close.

  • Select Close to close the sidebar.

Editing a Row

  • Simply click anywhere on the row to open the sidebar to edit the row.

  • Edit your data within each field or use Select Options and choose an alternative option to the one that's already selected.

  • Changes will update in real time.

  • You have the option of editing multiple rows by selecting multiple rows and selecting Edit.

  • If the selected rows contain identical data, the sidebar will display that data in each field. However, if the rows contain different data, that field will appear blank in the side bar until you enter new data.

Caution: Any updates made will affect all selected rows and cannot be undone.

  •  Enter the new data into the blank field to update the selected rows.

  • Select Update.

  • The rows have now been updated.

Cloning a Row

  • Select anywhere on the row you would like to clone. The sidebar will appear on the right hand side as shown below.

  • Select Clone.

  • The sidebar will close and the cloned row will appear in the table.

Note: Multiple rows can be cloned at the same time by selecting multiple rows using the checkbox and selecting Clone.

Deleting a Row

  • Select anywhere on the row you would like to delete.

  • Select Delete.

  • Select Confirm.

  • The row has been deleted.

Note: Multiple rows can be deleted at the same time by selecting multiple rows and selecting Delete.

Reordering Tabular Data

    You have the ability to reorder the data in each column. 

    • Select the 'More options' icon.

    • Select Define order.

    Note: If there is already an order defined in the table then this button will say Reorder.

    • In this example, we will reorder the data within the Area.
    • Select 'Area' to reorder the data within this section.

    • In the Area section, the data options are External and Internal.
    • Select the icon beside External, drag and drop it at the top of the list to reorder the data options (as shown below).

    • Select Back to return to the list of columns.

    • The Area column now has an icon to show an order has been applied within this column.

    • When you have finished reordering, select Apply Table Order to save the changes.

    • Select the Refresh icon.

    • The table has been updated with the new order.

    Table view and navigation

    • Select Columns to add/remove columns from the table view.

    • Select/unselect the check boxes to add remove columns from the table.

    • Select Filters.

    • Using the filter panel apply a filter to the report list.
    • In the example below, we have applied a filter to the Location field to display only the rows that have 'living room' in the Location column.

    • Sort the tabular data by selecting a column name.

    Note: Data can be sorted in ascending or descending order.