1.0 Overview of the Grid

2.0 Grid Features

• Aggregate data by grouping
• Filter Data
• Sort Data
• Number of Records per page
• Export and Print data
• Show, hide and reorder columns

3.0 Saving Views / Reports

• Saving a View
• Creating a Default View
• Rename a View
• Deleting a View

1.0 Overview of the Grid

The TieiT Grid is a powerful data analysis tool that gives you the flexibility to structure and visually see data the way that makes sense to you.

The grid is at the heart of TieiT’s data movement since it centralizes features of listing, data manipulation, and visualization all from one place.

The quick video in this section will go over all of the highlights and the in this article, the important features available with the grid will be covered. We will go over the features shared by all the grids in TieiT's CRM.

Differentiating between the grid and a regular table

The TIEIT grid has a few visual identifiers to distinguish it from standard tables (screenshot below). 

 

Screenshot of a listing page that is not a grid.

The following image is a screenshot of a typical grid in TIEIT. All grids share similar functionality to bring advanced reporting to your listing views. The column options will vary depending on the listing page.The (*) on the grid image will identify some of the unique visual properties that distinguish the grid from other tables within TieiT.

• Teal header
• The column headings with the menu icon ( )

2.0 Grid Features

Use the grid to generate various reports and quickly see the overall health of your business and drill down to get more details. The ease of use makes the learning curve short however the flexibility it offers makes it compelling to generate various tabular visualizations. Once you make your report, you have options to save it as a view for quick reference next time.

Some of the underlying operations that are available on the grids:

Common grid reporting functions

 

 

 

 

Aggregate data by grouping	The TIEIT grid allows you to easily group data by dragging a column to the teal area. The flexibility of the TIEIT grid allows for the column not to be visible after the data is grouped. This helps to keep the reports more efficient by allowing you to see only the data you need at the same time, keeping the aggregation active.
Filter Data	Filter data to find the information you are looking for. Start by clicking on the menu icon of the column you want to filter data on ( ) and scroll down to Filter option. Now you can select the filter logic (more details to follow). The grid allows for two filters to be applied per column. Operator Description Logic Operator: AND, OR, NOT When the AND logic operator is selected between the two filters within a column, then the result will display records that match both filters e.g. A and B. When the OR logic operator is selected, then the result will display records that match either value e.g. A or B. When the NOT logic operator is selected, then the result will display records that excludes the value e.g. Not A, then the result will return records that do not equal to A. Starts with Records that begin with a certain string of characters. For example, from this list of companies, John Smith Co., Smith Inc., and Apple, if the filter expression is starts with Smith, then the result will return Smith Inc, but not John Smith Co. Contains Returns records that contain the string of specified letters. For example, from this list of companies, John Smith Co., Smith Inc., and Apple, if the filter expression is contains Smith, then the result will return Smith Inc, and John Smith Co. Does not contain Returns records that do not contain the term. For example, using the above list of companies, if the filter expression is does not contain Smith, then Apple will be returned. Ends with Returns records that end with the value that is entered. Is empty Returns records that have empty values. Is not empty Returns records that do not have empty records. Last Updated on Returns records that match the date value entered. This filter operator is found on date based columns. Last Updated after This filter operator is found on date based columns. It will return records after to the date value entered. Last Updated before This filter operator is found on date based columns. It will return records that match prior to the date value entered. Is equal to Returns records that match the value you enter. Is not equal to Returns records that do not match the value that you enter. Is greater than or equal to Returns records that are greater than and equal to the value you enter. Is greater than Returns records that are greater than the value you enter. Is less than or equal to Returns values that match and are less than the value you enter. Is less than This operator is found on numeric columns. It will return records less than the value entered. Is null Same as Is empty. Will return results that not have values. This filter operator is found on numeric columns. Is not null Same as Is not empty. Will return results that have values. This filter operator is found on numeric columns.   Note: Some Filter logic may not be available for all columns.
Sort data	1 Sort by the data within the grid in ascending and descending order by clicking on any of the column headings to sort. Click twice to change the sorting direction.   2 Click on the menu icon available in the column for the column that you want to sort. Select the Sort by Ascending or Sort by Descending options to order the data the way you need.
Number of Records per page	Select the number of records you want to see by scrolling to the bottom of the grid and selecting from the dropdown.   Note: The more records that are selected, the slower the loading time.
Export and Print data	Click on the more menu icon located about the headers (see screenshot below). Click on the Export or Print options as required. Export will download a copy of the grid in it's current state with all the columns that are enabled.
Show, hide and reorder columns	1 Click on the column menu icon to expand the additional options available. To show or hide columns, you can click on any column menu icon.   2 Select the columns you want to show and unselect the columns that are not required.   3 To reorder columns, click and hold the column header and drag and drop the position vertically.

3.0 Saving Views / Reports

By using the features described in the previous section ( 2.0 Grid Features), you are able to quickly and easily create powerful reports which are often referred to as Views. Views can help you visualize data on the listing pages with grids in the way that is useful to you and by doing so, quickly and easily derive insights.

Views can be private or made public to share with your team.

All listing pages in TIEIT come with a Standard View that is system generated. If you want to clear all applied filters, the easiest thing to do is to select the Standard View.

All saved views can be found within a dropdown on the top right corner of the grid.

Click on the grid more dropdown to select from a saved view or to select the Standard View.

3.1 Saving a View

After creating a customized view on the grid, you can save the view by clicking on the grid more menu.

Click on the grid more menu (annotated in the screenshot above) and click on the <strong>Saved Current View As</strong>. If you are editing an existing view and you should use the Update Current View feature. The Rename Current View option will allow you to rename the previously saved view. 

1

Enter the name of the view.

 

2

Select if the view should be private (only accessible by you) or public which will give access to the view to all of your team members.

 

3

Define if the view is the default view. Only one view can be defined as the default view. When a default view is defined, that view will load first when the listing page is opened.

 

3.2 Creating a Default View

When saving a new view, click on the Default checkbox to make the view saved. If a view has already been created, click on the grid more menu and select the Update Current View option.

3.3 Rename a View

To rename a previously saved view, select the view from the View dropdown menu. Then click on the grid more menu and select the Rename View option.

3.4 Deleting a View

To delete a previously saved view, click on the more grid menu option and select the Delete View option.