DataView control in the Windows client

You can use the DataView control to perform several actions on the data displayed in the DataView results grid.

Note: The DataView control displays differently depending on the client that you are using. In the Windows client, the DataView control displays as a menu bar.

For information about the web client display, see DataView control in the web client.

Layout options

This table shows the Layout menu options in the DataView control in the Windows client:

Option Description
Save To save changes to the current layout, select this option.
Save As To save the layout as a new layout with a different name, select this option.
Delete To delete the current layout, select this option.
Select To select other existing layouts for the current DataView, select this option.

Display options

This table shows the Display menu options in the DataView control in the Windows client:

Option Description
Expand All To display all rows of data in the grid, select this option.
Collapse All To display only the top-level rows of data in the grid, select this option.
Choose Columns To launch the Choose Columns dialog box, in which you can select which columns display in the grid, select this option.
Custom Columns To launch the Custom Columns dialog box, in which you can create new columns from existing columns in the data results, select this option.
Expression Columns To launch the Edit DataView Expressions form, in which you can create or edit expressions, select this option.
Expression Summaries To launch the Edit DataView Expression Summaries dialog box, which you can use to maintain expression summaries, select this option.
Show Options To display Group By Area in the DataView header, and to display the Summary, Filter, and Pin Column icons in the column headers, select this option.
Hide Options To hide Group By Area in the DataView header, and to hide the Summary, Filter, and Pin Column icons in the column headers, select this option.
Show Group By To display Group By Area in the DataView header, select this option.
Hide Group By To hide Group By Area in the DataView header, select this option.
Note: This option displays if you select Show Options or the Show Group By menu option.
Show Column Scroll Lock To display the Pin Column icons in the column headers, select this option.
Hide Column Scroll Lock To hide the Pin Column icons in the column headers, select this option.
Note: This option displays if you select Show Options or the Show Column Scroll Lock menu option.
Show Filters To display the Filter icons in the column headers, select this option.

To create a filter for a column, or to clear a previously applied filter, click the Filter icon of that column. You can select or clear the check boxes of the available data in that column. To search for a specific data, use the search box.

Depending on the type of data in a column, you can create custom filters such as number, text, or date filters. To launch the Custom Filter Selection dialog box, click the available custom filter option and then select a filter operator. For example, if the data in a column contains numbers, click Number Filters and then select a filter operator such as Equals. In the Custom Filter Selection dialog box, specify the Operand for your selected operator. You can also add multiple filter conditions.

Hide Filters To Hide the Filter icons in the column headers, select this option.
Note: This option displays if you select Show Options or the Show Filters menu option.
Show Summaries To display the Summary icons in the column headers, select this option.
Hide Summaries To hide the Summary icons in the column headers, select this option.
Note: This option displays if you select Show Options or the Show Summaries menu option.
Show Extended Captions To displays extended captions in the column headers, select this option.

An extended caption consists of any default caption, or caption override, followed by the property name in parentheses.

Hide Extended Captions To hide extended captions in the column headers, select this option.
Note: This option displays if you select Show Options or the Show Extended Captions menu option.

Print options

This table shows the Print menu options in the DataView control in the Windows client:

Option Descriptions
Print Preview To see a print preview of the DataView, select this option. The preview displays in a separate window.
Print To launch the Print dialog box and print the DataView display to any local, system-enabled printer, select this option.

Send To options

Use these menu options to export the DataView into an output file. When you use these options, the current state of the DataView is exported. Features such as column order and visibility,filters, and summaries are preserved and supported in the output file.

This table shows the Send To menu options in the DataView control in the Windows client:

Option Description
Excel To export the DataView as a spreadsheet file, select this option. The output file opens in Excel, or other compatible spreadsheet application.
Note: When you export a DataView in which summary labels are set to Excel format, you are prompted whether to include the summary labels in the contents of the output file. To include the summary labels in the contents of the output file, select Yes. To exclude the summary labels in the contents of the output file, select No.
XPS To export the DataView as a XPS file, select this option.
Note: This option is available only in the Windows client.
PDF To export the DataView as a PDF file, select this option.

Data options

This table shows the Data menu options in the DataView control in the Windows client:

Option Description
Refresh To requery the data with the same search criteria as the current display, select this option.
Get More Rows When the number of available records exceeds the record cap of a query, select this option to requery and return more records.
Prompt for Inputs For DataViews that have input parameters with no supplied values, select this option to perform a new query using different input parameter values.

Setup menu

To launch the DataViews Setup form, pre-filtered for the current DataView, select the Setup menu option.