DataView control in the web 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. To display the DataView control in the web client, click the gear icon on any of the column headers.

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

Top-level menu options

This table shows the top-level menu options in the DataView control in the web client:

Option Description
Hide Summaries To hide the Summary icons in the column headers, select this option.
Show Summaries To display the Summary icons in the column headers, select this option.
Note: This option displays if you select Hide Summaries menu option.
Hide To hide the selected column, select this option.
Advanced Filter To launch the Advanced Filter dialog box, select this option.

You can use combinations of AND/OR operators across multiple filter conditions in a single layout, to filter data from multiple columns.

Consecutive OR conditions are grouped together. An AND operator breaks each grouping or each condition.

You can also rearrange the sequence and groupings of the filter conditions. To rearrange the sequence and groupings of the filter conditions, use the up and down arrows for each filter condition.

A summary of the complete set of filter conditions displays in the dialog box, including the groupings and the order in which the filter conditions are implemented.

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.

Move To options

This table shows the Move To menu options in the DataView control in the web client:

Option Description
Move Columns

To launch the Move Columns dialog box, in which you can rearrange the order of the columns, select this option.

To move a column, click the Move up or Move down button.

Move first To move the column to the first position in the grid, select this option.
Move left To move the column one position to the left, select this option.
Move right To move the column one position to the right, select this option.
Move last To move the column to the last position in the grid, select this option.

Manage Layout options

This table shows the Manage Layout menu options in the DataView control in the web 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 Layout option

This table shows the Select Layout menu option in the DataView control in the web client:

Option Description
ReportOutput To select other existing layouts for the current DataView, select this option.

Data options

This table shows the Data menu options in the DataView control in the web 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.

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 web 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.
PDF To export the DataView as a PDF file, select this option.

Display options

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

Options Description
Detail To launch a dialog box with the details of the current DataView, select this option.
Expand Groups To display all rows of data in the grid, select this option.
Collapse Groups To display only the top-level rows of data in the grid, select this option.