View Settings - EcoSys - 4.11 - Help - Hexagon

EcoSys Contracts Help (4.11)

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EcoSys Standard Version
4.11

The View Settings icon appears as an eye-shaped symbol. It is located in the far left corner of the Tool Menu. This icon provides access to the View Settings menu. When configuring spreadsheets and other EcoSys Tools, designers can provide a variety of options for users to modify their "View" of the spreadsheet at runtime. After customizing their View, users can save and manage these changes for later use.

available dynamically at run-time. You can change the spreadsheet at runtime, save and manage these changes for later use.

Tool Menu - View Settings_4.01

When the icon is clicked the user has access to the following configurable options starting with Show View Settings at the top. When selected the user interface is displayed for the user to access the additional spreadsheet customizations.

Show View Settings

View Settings are available for Reports and Spreadsheets. When enabled, a user is able to make dynamic changes to the way a spreadsheet looks and/or the data it contains at runtime. The designer can choose which view settings to enable for runtime customization by users. There are five areas in which a designer can enable View Settings: grouping, report sorting, row filters, column visibility and cost, and numeric column formatting.

Spreadsheet View Settings - Eye Icon_4.01

View Settings: Group, Filter and Column – User Configuration Options

Group tab (User Can Group By):

When configuring the spreadsheet, on the Group tab the designer may choose a column to be used as a default grouping. Additionally, on a column-by-column basis, the designer may select User Can Group By which will enable the user to make grouping changes at spreadsheet runtime. Hierarchy Group By, if checked, will display the data as a hierarchy.

If the EcoSys spreadsheet designer has enabled this option, the Group tab will be accessible in the View Settings screen.

Columns enabled for runtime grouping will display in the Group tab at runtime. These columns are seen in the screenshot below.

Filter tab (User Can Filter):

When configuring the spreadsheet, on the Filter tab the designer may choose a column to be used as a default filter. Additionally, on a column-by-column basis, the designer may select User Can Filter at Runtime which will enable the user to make filtering changes at spreadsheet runtime. If the EcoSys spreadsheet designer has enabled this option, the Filter tab will be accessible in the View Settings screen. Columns enabled for runtime filtering will display in the Filter tab at runtime. These columns are seen in the screenshot below.

Columns tab (User Can Show/Hide):

When configuring the spreadsheet, on the Columns tab the designer may choose the columns to be displayed by selecting Visible. Additionally, on a column-by-column basis, the designer may select User Can Show/Hide this Column at Runtime which will enable the user to control the column’s visibility at spreadsheet runtime. If the EcoSys spreadsheet designer has enabled this option, the Visible checkbox for the selected Columns will be editable in the Columns tab in the View Settings screen, as seen in the screenshot below.

View Settings: User Runtime Views

User Views are customized views of a spreadsheet. It is available only for reports and spreadsheets in which the designer has explicitly enabled one or more of the customizable features.

Saved views do not contain data, only the saved customizations a user has made to the report or spreadsheet contain data. They are saved per user, per report or spreadsheet. There is not limit to the number of views a user may save.

Once a view is saved, the view may be shared with other users. A shared view is a unique copy of the original view and is not attached to the view from which it originated. Once a view is shared it may be renamed and edited. These changes are unique to the user that owns the new 'copy' that was shared with them by another EcoSys user.

User view options are available only when a report/spreadsheet is run from a menu, they are not available in preview mode from within the spreadsheet definition area (configuration area). Also, the View Settings options display only if the designer has enabled at least one of the available dynamic options. To access these menu options, click the View Settings icon in the Toolbar.

  • Show View Settings

  • Open view

  • Save view

  • Save view as

  • Manage view

  • Restore view to default settings

Open View

As the name implies, the Open View option allows the user to open a previously saved view. Select the view name and click OK to run the report/spreadsheet with the view options applied or click Cancel to close the Open View pick list.

Save View

Save View acts as a short cut and will show the name of the last view and save changes to it. If no named views exist it will prompt the user for a name. View names may be 120 characters long, including spaces.

Save View does not ask for user confirmation if a view name already exist. It will overwrite the active view.

Save View As

Save View As prompts the user for a new view name. The view name may be a maximum of 120 characters long, including spaces. Enter new View name and click OK to save or Cancel to return to preview of the report without saving.

Manage Views

Manage Views allows a view to be renamed, deleted or shared.

Sharing creates a copy of the view to the other user's view list. It is saved with the name displayed at save time plus 'from user' where user is the ID of the user that shared the view. For example, user admin shares a view named Capital Projects By Location. This displays in the new user's list of views as: Capital Projects By Location (from admin). The shared view is an independent copy and may be renamed and modified by the new user, without impacting the original.

The Share option brings up a pick list of users on the system. You may only share with one user at a time. If you want to share the view with multiple users, repeat the Share View option for each user.

Restore View to Default Settings

This option resets the current View to the original design settings configured by the designer. It automatically reruns the report/spreadsheet, refreshing the current view to reflect those original design settings.