Views

By designing different views of your table, you can offer users different ways to look at data. For example. you might create a special view that is optimized for printing, or you might create a high-level summary view to eliminate some of the details in a complex table.

In a view you can define elements such as:

• Which row templates and columns to display.
• Sorting and grouping of data.
• Various display options for columns, rows and cells.
• Printing options.
• Mandatory and default data filters.
• Search and refinement settings.
• Filter pane.
• Reading pane.
• Legend.
• Restrict access to a view by granting read permissions to user accounts and groups.

Add or copy a View

To add a new View, do the following:

1. In the Table Description area, click Views.
2. In the Task Pane, click Add a View.
3. In the Properties area, configure settings for the view. The different settings are described in the sections below.

A new view can also be created based on an existing view. This can save time when there are many similarities between views. To copy a view, do the following:

1. Right click the view to copy, and then click Copy View.
2. In the Properties area, change the name of the view, and then change any other configuration settings as required. The different settings are described in the sections below.

General settings

To modify the general settings for a view, click the view in the Views list, and then in the Properties area, click the General tab.

Property	Description
Name	The display name for the view.
Tip	A short description of the purpose and content for the view.
Enabled	By default a view is enabled. To disable a view, click to clear the Enabled check box. When a view is disabled, users can not select the view.
Default	When a table is opened, users see the view designated as the default view. Only one view can be designated as the default view. However, when you create a shortcut to a table in the Navigation Pane, you can change which view that is set as the initial view. You can also choose to create one shortcut for each of the views in the table. For example, if you have a table which contains to-do tasks, you can create different views, such as Tasks Due this Week, Overdue Tasks, and Completed Tasks, and create one shortcut to each of the views.
Enabled for user defined actions	Check this option to make the table view visible for analysis. See the analysis documentation for how to use a published table.
Symbol	You can define a symbol for your table view. The symbol will appear as a default symbol in views.
Rows	If your table contains more than one row template, you can choose which of the row templates that should be included in the view. By default, data for all row templates are read. To select one or more row templates, do the following: 1. Click Rows. 2. In the Available Rows list, click the row template you want to add, and then click Add. If no row templates are selected, data for all row templates are read.
Columns	Determines which columns to display, and the order the columns are displayed in. By default all columns are displayed. To change which columns to display, do the following: 1. Click Columns. 2. To enable users to select a column, in the Columns list, select the Available check box. 3. To display a column by default, in the Columns list, select the Visible check box. 4. To move a column, in the Columns list, click the column you want to move, and then click Move Up or Move Down until the column is in the position you want.
Group By	A group is a set of objects with one common attribute, for example products within a product category. When you group objects in a table, the objects are displayed below a shared heading. To group objects, do the following: 1. Click Group By. 2. In the Group By dialog box, click Add. 3. Under Field, in the Group By box, select the column that you want to group. 4. You can enhance grouping by selecting a group interval in the Group Interval box. For example, you can group sales by date and then include group intervals that show totals for each day, month or year. Intervals are not confined to columns with a calendar time data type, however. You can also use them with columns containing text and numbers as well. For example, a column containing employee names could have intervals that segments results by the first letter of the employee. 5. In the InitialDisplay box, select if the groups should be expanded or collapsed as default. 6. To group by an additional column, click Add and repeat steps 3 through 5. If you do not want to allow users to change the grouping, you can specify that grouping not is allowed for a column in the table layout.
Sort	Determines how objects are sorted. To sort objects by one or more columns, do the following: 1. Click Sort. 2. In the Sort dialog box, click Add. 3. Under Field, in the Sort By box, select the column that you want to sort. 4. Under Sort Order, select Ascending or Descending sort order. 5. To sort by an additional column, click Add and then repeat steps 3 through 4. Note! If the data type for the column points to a code domain, data are sorted according to the logical sort order defined for the code domain. For example, in a code domain which defines some kind of workflow status, the codes may be specified in the following order: Not Started, In Progress and Completed. If you do not want to allow users to change the sort order, you can specify that sorting not is allowed for a column in the table layout.

Display settings

To modify the display settings for a view, click the view in the Views list, and then in the Properties area, click the Display tab.

Column options

Property	Description
Show Headers	Displays column headers.
Shade Alternate Columns	Shades every other column in the table.
Allow Rearrange Columns	Determines if users are allowed to rearrange the display order of columns.
Sort on All Bound Rows	Applies to tables where one or more row template are bound to another row template. That is, objects are presented in a hierarchical structure. By default, objects on all levels are sorted. To restrict sorting to objects on the top level, clear this option.
Auto Filter All Bound Rows	Applies to tables where one or more row template are bound to another row template. That is, objects are presented in a hierarchical structure. By default, objects on all levels are filtred. To restrict filtering to objects on the top level, clear this option.

Row options

Property	Description
Show Indicator	The row indicator is displayed at the left edge of the table as a solid black triangle, and identifies the active object.
Show Numbers	Displays a column at the left edge of the table where each row are numbered in sequential order.
Shade Alternate Rows	Shades every other row in the table.

Cell options

Property	Description
Show Vertical Grid Lines	Displays vertical grid lines between each row in the table.
Show Horizontal Grid Lines	Displays horizontal grid lines between each column in the table.

Print Settings

To modify print settings for a view, click the view in the Views list, and then in the Properties area, click the Printing tab.

Property	Description
Page Orientation	The default page orientation used when printing the contents of a table. By default, the page orientation for a view is Portrait.

Filtering data in a View

To filter data in a view, click the view in the Views list, and then in the Properties area, click the Data Filters tab.

For each data source you can define a mandatory and a default data filter. Users are not allowed to search outside the restriction given by the mandatory data filter. The default data filter is applied when the table is opened. The first time a user searches for data, this filter is overwritten. Data filters for data sources which not are bound to a row template can not be overwritten by users.

For more information on how to define a data filter, see the article Specifying a Data Filter for a Data Source.

Note! The data filter defined for a data source in the data source setup is appended to the mandatory data filter defined in a view.

Search settings

To modify search settings, click the view in the Views list, and then in the Properties area, click the Search tab.

To allow users to search for data, select the Enable Search check box. To allow users to use this view to search and view search results, select the Enable as Search View check box. To allow users to use this view to perform accelerator searches, select the Enable as Accelerator Search check box. If you want to expand the search pane when the table is opened, select the Expand Search Pane on Open check box.

You can configure the search pane in two ways:

• Define which data sources that users are allowed to search in.
• Define one or more named search fields, and map each search field to fields in your data sources.

Define which Data Sources that users are allowed to search in

1. Click Data Sources.
2. In the Data Sources list, click Add.
3. Under Data Source, select a data source defined in your table.
4. Under Name Override, optionally type a name.
5. Under Binding, optionally specify a binding to another data source defined in your app model. A binding allows user to search for data in the data source selected in step 3 by entering the search criteria on the bound data source. For example, in a multidimensional table presenting budget figures by project and month, you may want to enable users to search for projects based on attributes defined for the employee which is responsible for the project. To do this, add the Project data source to the list of available data sources. Under Name Override, type Project Responsible. Define a binding to the Employee data source in your app model, such as Project **join with* Employee By Employee is equal to Project.Responsible. If a user enters a search criterion such as *Project Responsible.Department = Engineering, all projects where the responsible is working in the Engineering department are displayed.
6. To add an additional data source, click Add and repeat steps 3 through 5.

Define named search fields

Named search fields are typically used in a table displaying data from two or more data sources. A named search field enables users to enter a search text, and then apply the search to one or more data sources bound to a row template.

To define a named search fields, do the following:

1. Click Named Search Fields.
2. In the Fields list, click Add.
3. In the Name box, enter a name for the search field.
4. In the Screen Tip box, optionally enter a short description.
5. In the Data Type box, select the kind of data to search for.
6. In the Filter Method box, select which search operators that are available to users when filtering data. Available filter methods vary based on the data type for the search field. For more information about available filter methods, see the article Filter Methods.
7. In the Default Operator box, select the search operator which should be selected as default in the search pane.
8. When users enter a search text in the search box located at the top-right corner of a table, all search fields where the Allow Generic Search option is selected, are included when searching for data. Typically you would select this option for columns containing data which identifies an object in some way, such as the name of a customer or the number for an invoice.
9. For search fields where the Allow Generic Search option is selected, you may not want to add the field to the search pane. To do this, click to clear the Enable as Search Field check box.
10. If you do not want to display the search field by default, click to clear the Default Visible check box.
11. To map the search field to a field in one of your data sources, in the Mapped Fields list, click Add, and then select a field from one of your data sources bound to a row template. The data type for the field has to correspond with the data type for the search field. You can map multiple fields to a single search field.

To change the display order for a search field, click the field in the list, and then click Move Up or Move Down until the field is in the position you want.

Refiners

Refiners enables users to narrow broad searches and get to the right content faster. You can choose to include all refiners enabled for the data sources defined in your table, or select a specific set of refiners defined in your app model.

1. Click the view in the Views list.
2. In the Properties area, click the Refiners tab.
3. If you want to include all refiners enabled for the data sources defined in your table, click Inherit Enabled Refiners from Data Sources. Note that this option not is available in tables with a multidimensional layout. To select a specific set of refiners defined in your app model, click Select Refiners, and then click Add.

To show the refiner pane by default when a table is opened, select the Show Refiner Pane check box.

Summarize applied data filters in the Filter Pane

The filter pane is displayed at the bottom of the table, and presents a summary of the current data filters applied to the data sources included in the table.

To show the filter pane by default when a table is opened, select the Show Filter Pane check box.

In the data sources list, select which data sources to include in the filter summary. To change the order in which the filters are displayed, click a data source, and then click Move Up or Move Down until the data source is in the position you want.

Define a Reading Pane to preview objects

To enable users to preview objects in a table without opening them, you can turn on the reading pane feature for the view:

1. In the Views list, click the view.
2. In the Properties area, click the Reading Pane tab.
3. Select the Enable Reading Pane check box.
4. If the reading pane by default not should be displayed, in the Layout section, click Off. To turn on the reading pane, click Right or Bottom.
5. For each data source bound to a row template, select which form and view to use for previewing objects. Only forms where the data source is a master data source can be selected, and only views with reading pane style can be selected. If only some of the data sources in the table should have a reading pane, select None for the ones that should not.

Identify icons and colors by using a Legend

A legend identifies the icons or colors assigned to rows and cells in a table. For example, in a table presenting customers, you can use an icon as the display value to visualize the credit rating for a given customer. To describe the meaning of the icon, you can add a legend to the table. Each entry in the legend is displayed using an icon or color, followed by a short description.

To define a legend, do the following:

1. In the Views list, click the view.
2. In the Properties area, click the Legend tab.
3. Select the Enable Legend check box.
4. Choose if the legend is displayed at the top, bottom, left, or right, or if the legend by default is hidden.
5. Legend entries are defined by a code domain. In the Entries list, click Add.
6. Under Code Domain, select a code domain defined in your app model.
7. Under Name Override, optionally enter a name for the entries.
8. Under Symbol, choose if the entries displays the icon or the color associated with the values in the code domain.
9. To add another set of entries, click Add and repeat steps 6 through 8.

To change the display order for an entry, click the entry in the list, and then click Move Up or Move Down until the entry is in the position you want.

Grant permissions to a View

To restrict access to a view, you can grant read permissions to individual user accounts and security groups. To do this, follow these steps:

1. Click the view in the Views list, and then in the Property area, click the Security tab.
2. Click Select Users or Groups.
3. Click Add.
4. Type thename of the group or user you want to grant permissions to.
5. Click Check Names.
6. If the group or user not could be found, click Advanced to select a group or user, or type another name.