What are Grids – Profitz Help Centre

Outline

Getting the Most Out of Profitz Data Grids: This article teaches you the fundamental skills for working with data grids, which are used throughout Profitz. Mastering these tools will allow you to find, organize, and view your information much more efficiently in any part of the application.
Customizing Your Column Layout: Learn how you can temporarily rearrange the columns in any grid to suit your needs by simply dragging and dropping the column headers. This section notes that to save a layout permanently, you must use the Views feature.
Finding the Right Information with Filters: Quickly find the data you're looking for by typing directly into the filter row of any column. This blurb covers both simple text filtering and the use of advanced operators (like == for an exact match or !# for "is not null") for more powerful searches.
Sorting Your Data with Single and Multi-Level Ordering: Learn how to sort your data by clicking on any column header to arrange it in ascending or descending order. This section also explains the powerful multi-level sorting feature, which allows you to sort by one column first, and then by a second column within those results.

Many Profitz applications contain data grids, like the one pictured below. They display system information organized into tables.

Each table consists of several columns. These columns contain information such as codes, names, descriptions, values, or many other types of info.

Moving Grid Columns

Grids columns can be placed in any order you like.

To move a column, click and hold the left mouse button within a column heading. The column will turn a grey colour. Move it to the desired location, then release the left mouse button to place it in the new position.

Filtering Grid Columns

Any column can be filtered to display refined results.

Filters are typed directly into header part of the column. Move the mouse pointer to the line under the column heading, left click to insert the cursor (flashing vertical line), then start typing a filter:

Usually, you will filter a column using a word, or part of a word.

In the example below, the “Description” column has been filtered for data that matches (or contains) the letters “LAB”.

In the top right, we can see 37 rows were returned that matched this filter.

You could also type a whole word for a closer match. In the following example, the description column has been filtered using the word “Labour”. This returned 34 matching rows:

Some other helpful filters that can be applied to columns:

==	“Exact Match” - Find results that exactly match the filter. Example: ==Labour will only return results that exactly match the word “Labour”.
!	“Is Not” – Find results that do not include the filter. Example: !600 will return all results that do not equal 600.
>.	“Not Blank” – Find results that are not empty or blank. Example: typing >. Prevents results that are empty/null from being returned.
<=	"Less than or equal"
>=	"Greater than or equal"
!^	"Not starts with"
!@	"Not ends with"
#	"Is null"
!#	"Is not null"
!~	"Not contains"
^	"Starts with"
\|	"Ends with"
<	"Less than"
>	"Greater than"
~	"Contains"
=	"Contains"

Ordering Results

You can sort grid rows by ascending or descending order.

Use the small triangles in the column header to adjust the ordering.

In this example, the “Account Name” has been organized into Ascending Order (alphabetically from A to Z), the “Outstanding” column is organized into Descending Order (largest value to smallest value):

You can also apply ordering to multiple columns.

In the example below, the results are first organized by “Account Name” in Ascending Order. Secondly, the “Outstanding” results are then organized by Descending Order.

You can see that the “Account Name” column order is applied first (1 next to the ordering arrow).

The “Current” column order is only applied to the results of the first ordering (2 next to the ordering arrow).

Outline

Moving Grid Columns

Filtering Grid Columns

Ordering Results

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