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Tuesday, September 16, 2008

Inprotech: Moving Columns

I was showing someone the Rates Maintenance program the other day, funnily enough to have a look at the charge out rates that had been set up!!

Of course looking at all the rates as an overview is typically difficult as there is no report. It is also not helped by the fact that the sequence of the columns displayed, while ordered like the fields on the screen, is not really consistent with how rates are typically set up eg. staff classification, staff member, local/foreign, etc...

To alleviate this I dragged the columns into the display sequence I wanted so that the relevant columns were at the start of the table rather than having to scroll horizontally to see them. I then moved the empty and hence meaningless columns to the right (and off the screen) so they didn't get in the way.

To my surprise the person watching said "I didn't know you could do that". It is in fact a standard piece of functionality for all tables displays in the system. You simply click on the column header and drag it to the position you want. You can also re-size the columns to the width required so that the display or the data is easier to read.

Unfortunately, the program doesn't remember these settings, which would be fantastic, but it is really easy to do and can provide value for the session you are working on in some instances.

I presume everyone knows about right clicking on tables so that an Excel CSV file can be created of the contents of the table (in the adjusted column sequence!) so that a report can be quickly created without having to resort to SQL.

1 comment:

  1. Although I knew I could make the columns wider or narrower I didn't realise I could change the order of the columns. I went to the Rates Maintenance module to try this and it didn't let me move them. We are on version 3.5.1. Perhaps you might have to demo at a user group meeting.

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