Changes

Jump to: navigation, search

List View Overview

24 bytes removed, 17:35, 13 June 2019
no edit summary
::: [[Image:ichart-list-view-defaultChart.png|link=|600px|border]]
:
:** '''List View''': Displayed as a basic list  view. 
:**: [[Image:ichart-list-view-defaultLV.png|link=|600px|border]] 
:*** '''Table''': Displayed as tabular data.
:***: [[Image:ichart-list-view-defaultTable.png|link=|600px|border]] 
:***
:**
:* '''Table''': Displayed as tabular data.
:: [[Image:ichart-list-view-defaultTable.png|link=|600px|border]] 
 
==Helpful Tips with List Views==
===Accessing the List View Configuration Page===
Most list views can be edited on the fly, by clicking the '''wrench icon '''next to the name of the list view.
:**** :****:::: [[File:Edit list viewes.png|300px|border]]:****
Clicking the wrench will bring you to the [[List View Overview#Configuring List Views|configuration]] page for that record. 
* You need more than 30 columns
* You need formulae or calculations
* You need more complex aggregations, than a simple total (e.g. count distinct, minimum, maximum, sum, group by, total by)
* You need an OData connection or you need to link multiple datasets that are not automatically connected (e.g. multiple [[Universal Tracking Application|UTAs]]
'''Notes'''
* [[:Category:Reports|Reports]] are more sensitive:
:: * only 5 criteria are permitted compared to limitless criteria on a List View
:: * requires more knowledge of SQL and reporting (although fine if a user is familiar with MS Access or Tableau, as it uses the same principles)
:: * less dynamic
* [[:Category:Reports|Reports]] are more sensitive:
*: * only 5 criteria are permitted compared to limitless criteria on a List View
*: * requires more knowledge of SQL and reporting (although fine if a user is familiar with MS Access or Tableau, as it uses the same principles)
*: * less dynamic
*
{| style="background-color: #f0f0f0; border-style: solid; border-width: 2px;" cellpadding="5"
|-
==See Also==
*:*** *:***:::* [[Portals]]*:***:::* [[:Category:Reports]] *:***:::* [[Portals#List View and Mixed Record Type|List View and Mixed Record Type]]*:***:::* [[Configuring Interactive List View Charts]]*:***:::* [[Adding Form Fields to a MS Word Document#Preparing Template for List View Export|Preparing Existing Word Template for List View Export]]
2,299
edits

Navigation menu