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Common Data Table Functionality

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Most PostMajik Client database table views share common characteristics and interface controls, which are documented in this topic.

 

Some functionality discussed in this section may not be available in some data displays because the functionality is not applicable for that area.

Data Display

Database tables are displayed in tabular format - rows of information, each containing columns of individual record field information (properties). The display of records for a given table can be manipulated in a number of different ways to organize or limit information that is shown. Information can be sorted, grouped and filtered for ease of working with specific data records. Additionally, individual columns in the table can be moved and re-sized to suit your needs.

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PostMajik Client does not "remember" data display layout settings from one session to the next. When re-opened, tables will display the information in the application default sort order and column layout.

Sorting Data

As a default, most database tables are shown in what's known as "sorted order". This means that the data is organized, generally alphabetically, based on a particular column (field). The sort order, ascending or descending, can be modified on demand. Columns that are a part of the current sort order contain a small triangular mark pointing either up or down to indicate the column's sort direction.

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Data Sort Direction Indicator

To sort displayed information on a particular column, click on the column's header text. Initially, the data is sorted ascending. To sort the data descending, click on the column's header text a second time.

You can also sort on multiple columns where applicable. After setting the sort order on the first column, hold down the [Shift] key and click on a second column's heading text. Both columns are now included in the sorting, first by the original column, then for equal values in the first column, by the second column.

To remove a column from a group of columns used for sorting, hold down the [Ctrl] key and click on the column's header text. The selected column will no longer be included in data sorting.

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Not all columns in some data table displays have sorting available. If you attempt to sort on a column that does not have sorting enabled, nothing happens.

Grouping Data

Another way to organize displayed data is to group the information based on like data. For instance, you may wish organize the display so that all items of the same kind are together. When grouping is available for a displayed table, a group panel, as shown, is visible. To group information based on a given column, press and hold the left mouse button down on the column header text, drag the column into the group panel and drop it.

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Drag Column to Group Area

When grouping of data is applied, the resulting display is similar in appearance to the example shown below.

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Data Grouped by a Column

You can group on multiple columns where applicable. The effect is to have groups within groups, also known as sub-groups. To add a column to the current grouping, drag another column into the group panel as you did with the original column.

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Grouping is not available for all columns in some data tables. If you attempt to drag a column into the group panel that is not allowed, the mouse cursor changes to indicate dropping the column in the group panel is not allowed.

Filtering Data

Displayed records can be reduced to just those items you wish to view using data filters. There are two ways to filter data - by using the drop-down list of filters for a given column of data, and by creating your own custom filters.

To use the built-in column filtering, click on the filter access button for a given column.

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Data Filter Drop-Down List

Select one or more items from the list of available filter criteria to display only those selected records that contain the filter item(s).

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Data Filtering Active

Data filtering can be temporarily disabled, if desired. Uncheck the filter in the active filter panel and all data will again be displayed. To re-enable the filter, check the filter item in the active filter panel.

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Filtering is not available for all columns in some data tables. In a given table display, columns that can be filtered display a drop-down list graphic. Columns that do not support filtering do not contain the filter graphic.

Custom Data Filters

In addition to standard filtering using the drop-down lists for columns, you can also create more complex filtering using custom data filters. To display the custom filter builder dialog, click on the [Customize] button in the filter panel.

Launch Filter Builder Dialog

Launch Filter Builder Dialog

The custom filter builder dialog allows you to modify current filter parameters and to add fields (columns) to the data filter, creating complex filters.

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Filter Builder Dialog

You can create complex filters by adding additional lines of criteria and using "and" or "or" operators. Filtering is non-destructive, so you can experiment as much as you'd like to obtain the desired results.

Filters you create can be saved using the [Save As] button and later reloaded using the [Open] button.

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You can use wild-card characters in filters. The "_" (underscore) character is used for single-character wild-cards, the "%" (percent) symbol is used for multi-character wild-cards.

Adjusting Column Size & Position

Data display columns can be both moved and re-sized to accommodate your needs. To change the width of a column, move the mouse over the end of the column you wish to re-size. The mouse cursor shape changes as shown. Press and hold the left mouse button down, then move left or right to decrease or increase the width of the selected column.

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Resizing a Column

You can reorder columns by moving a column to a different location. To move a column, press and hold the left mouse button down on the column header text. Drag the column header to another location and drop it. As shown, a pair of arrows appears as you are dragging the column header, indicating the new position of the column if you drop it.

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Moving a Column

Resizing or moving column display information has no effect on the data - the changes made are cosmetic and are available for users to customize the display for ease of use.

Data Navigators

Data table displays generally include a group of navigation tools to facilitate moving around in the table display. See the topic on Data Navigators for information on these navigation tools.