Working with Table Data

View mode provides the following operations with table data:

Sorting and Filtering

Data sorting and filtering in columns is available both on a report sheet and in a data table.

Data sorting and filtering in columns on a report sheet is executed by means of the Filtering Settings button in column headers. Data filtering for a data table is set up by means of the Filtering Settings button.

Show button

Hide button

Sort

Range sorting allows for quick sorting the selected range in a regular report sheet.

Sort data on report sheet

Data sorting in the table is available if it was set up on editing.

Filtering

Filtering is a method of finding a data subset and working with this data in the list. A filtered list shows only the rows that meet the conditions set for the given column. The rows that do not meet the filter condition, are hidden.

Filtering in a regular report can be set up for:

A report sheet allows for setting up only filtering for one range or one table.

To filter data in a data range on a report sheet or in a table:

  1. Select data range on the report sheet or a table cell.

  2. Click the Filtering button on the toolbar. Cell range headers or table heading headers display the Filtering Settings buttons.

  3. Click the Filtering Settings button or select the column header cell and press ALT+DOWN:

For the columns with values of the Data type, their selections will be aggregated in the filter as the hierarchy: Year - Month - Day - Hour - Minute - Second:

  1. Specify necessary values in the list or set up filtering method. The following standard autofilter operations are available:

The following options can be determined in this dialog box:

NOTE. This filter will not be available if there are no numeric values in filtered rows.

The following options can be determined in this dialog box:

  1. Select the checkbox next to the element, by which filtering will be executed. Multiple selection is available.

NOTE. For the columns containing value of the Date type one can select both elements and hierarchy levels.

To quickly select the filtering element, use search. Enter the text in the search string. Search is executed automatically while the searched text is entered into the search string. The list will display only the elements, which names contain the entered text.

As a result of filtering application, all elements selected in the list formed from all values of filtered rows will be displayed in the table. For columns, for which filtering is set up, the button will look like: .

To disable column filtering, select the Clear Filter item for the column in the drop-down menu of the Set Up Filtering button.

When data range autofilter is used on a report sheet or table visualizer sheet:

Behavior will be identical for the entire data range regardless of filter position.

Editing and Saving

To edit cell contents:

When data range filtering is applied on a report sheet or table sheet, data clearing is applied only to visible rows/columns.

It is impossible to edit values that cannot be written to the source:

To indicate whether cells are locked for editing, one can use icons. For details see the Displaying Icons in Cells article.

Features of Displaying Values in Aggregated Cells

If a cube with configured aggregation and selected Do not Aggregate Different Measurement Units checkbox is used as data source, and all elements with different measurement units are selected, the aggregated cell will display "-" instead of the value. To change the character or display text, use the IPivot.UnmatchedUnitsText property.

The character is also displayed during calculation of totals and aggregation of fixed dimensions.

When displaying of icons for calculated cells is enabled, the aggregated cell will display both characters. The =- characters are displayed by default.

Saving Changed Data in Source

Saving data is available for:

Save report data

Save sheet data

Undo report data and sheet changes

Changed data can be saved to the following types of sources: standard cube, cube view, virtual cube, modelling variables.

If during report saving changed values was not saved, it is prompted to save it. If the answer is positive, report data is saved.

See also:

Working with Ready Report