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Dashboard Web Part - All Requests (click to zoom)

WinLIMS™ Data Grids are a powerful tool that allows users to interactively query and organize information to instantly acquire accurate information that allows business decisions to be made using up to the minute information. Data Grids are available within configurable Dashboard Web Parts and throughout specific WinLIMS pages. The Data Grids provide the ability to Instantly:

  • Sort data
  • Reposition columns
  • Filter data
  • Create categorized folders
  • Drill to specific records
  • Update records


Sort Data

Data Sorted by Submitter
When viewing records from any data source within a WinLIMS Data Grid, it is often convenient to sort the data based on the values that are entered in one of the columns. This makes the organization and visualization of information easier to digest.


When viewing data in a WinLIMS Data Grid, sorting data is simple; simply click on the column header of interest and the data will be sorted in ascending order. Click again and it will be sorted in descending order. Click again, and the data will, again, be sorted in ascending order.


In the illustration to the right, the user clicked on the Submitter field column header and the data is immediately sorted based on the values contained within the Submitter field. If you'd like to magnify the illustration to the right, just click on it.


Reposition Columns

Re-positioned Date Entered column
Often times data is easier to interpret when the data is presented in a particular column order under different situations.


When viewing data in a WinLIMS Data Grid, re-positioning columns is performed by clicking within the column header of choice and then 'dragging' the column into the desired position and releasing the mouse.


In the illustration to the right, the Date Entered was 'dragged' to be presented as the first column within the Data Grid. If you'd like to magnify the illustration to the right, just click on it.


Filter Data

Filtered by Request Type
Instead of creating a report or performing a complex query to select specific data to view, the WinLIMS Data Grid allows you to filter records interactively. All you need to do is begin typing into the filter field that is positioned below the column header of interest. As you type, the records will be filtered based on the entered text.


In the illustration to the right, the user typed in the characters Enviro into the Request Type filter field. As the characters were entered into the filter field, the record were filtered each time a character is entered to cull the records to those of interest to the user. This technique is a much faster way to locate data when compared to using reports, queries or spreadsheets. If you'd like to magnify the illustration to the right, just click on it.


Create Categorized Folders

Categorized Folder by Request Type
There are times when a large amount of data is included in the Data Grid and you'd like to have a convenient way to view all of the data in a more condensed manner. To accommodate this, the WinLIMS Data Grid includes a section labeled Drag a column here to group by that column. This will create a dynamic categorized folder structure that can be expanded and contracted to conveniently display the desired data sets.


In the illustration to the right, the user 'dragged' the Request Type field into the Drag a column here to group by that column section of the Data Grid. Upon doing so, a distinct list of Request Type values were retrieved in an expandable folder structure. Upon clicking any of the Request Type folder nodes, the records that are associated with the selected value will be presented. In the illustration to the right, the user clicked on the folder node named Environmental and the records that have been so categorized are presented. If you'd like to magnify the illustration to the right, just click on it.


Drill to Records

Drill to Record(s)
In many cases it is fast and convenient to locate records using a Data Grid, but the records include more information than can be presented within a Data Grid and you'd like to open one or more of the records to interact with them. The WinLIMS Drill to Records (or Show Details) feature provides this capability.


Once you've located the record(s) of interest, you can select the record(s) of interest by clicking the checkbox that appears to the left of the row and then click the magnifying glass icon on the top of the Data Grid. Upon doing so, the web page that is associated with the record will be opened and the record(s) will be retrieved to the page for review and interaction.


In the illustration to the right, the user selected three records and then clicked the Drill Down button and the three records were retrieved within the associated page. The page presents one record at a time, but allows the user to 'page' through each of them. If you'd like to magnify the illustration to the right, just click on it.


Update Records

At times it is convenient to edit multiple records within the Data Grid instead of editing them one record at a time. The WinLIMS Data Grid allows this and also provides powerful functions such as 'fill down' and 'fill down with overwrite'. This speeds up the data entry and update process.