5.8 Managing Data Grids

Create a data grid from scratch by clicking New Data Grid in the Create menu and selecting From Scratch.

To create a data grid from scratch:

1. Run the Websheet application.
2. From the Create menu, select New Data Grid.

   Tip:

   You can also select New Data Grid on the Control Panel.

3. When prompted for the section type, select From Scratch and click Next.
4. Specify the following:
   1. Name - Enter a data grid name.
   2. Alias - Enter a data grid alias. Use this alias to link to this data grid within other page sections. A data grid alias must be unique within an application.
   3. Define the data grid structure by specifying the column name and data type. To change the order, click the Up and Down arrow under Move.

      Note:

      To add more columns, click Add Column.
   4. Click Create Data Grid.
      The data grid appears.
5. To add data, click Add Row.

Create a data grid by copying and pasting spreadsheet data by clicking New Data Grid in the Create menu and selecting Copy and Paste.

To create a data grid by copying and pasting spreadsheet data:

1. Run the Websheet application.
2. From the Create menu, select New Data Grid.

   Tip:

   You can also select New Data Grid from the Create menu or the Control Panel.

3. When prompted for the section type, select Copy and Paste and click Next.
4. Specify the following:
   1. Name - Enter a data grid name.
   2. Alias - Enter a data grid alias. You can use this alias to link to this data grid within page sections. A data grid alias must be unique within an application.
   3. First Row Contains Column Headings - Select this option if applicable.
   4. Paste Spreadsheet Data - Copy and paste the data you want to load from a spreadsheet program.
   5. Click Upload.

Access the Data page by selecting View All in the Data Grid menu.

To access the Data page:

1. Run the Websheet application.
2. From the Data Grid menu, select View All.

   An interactive report appears displaying all data grids. The report also appears in the Report view.

   Tip:

   If icons display, then click the View Report icon.

   
   

   
   Description of the illustration GUID-B3787DBF-E9A6-4832-A829-3BB22EF7E130-default.png

   
   

   By default, the Report view displays the data grid Name, Alias, Updated, and Updated By columns. The Embed Tag column displays the syntax used to include a link to the report or data grid from within a section of a page.

3. Select a data grid.

   The data grid appears.

   
   

   
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Toggle whether check boxes display when viewing a data grid by selecting Toggle Checkboxes in the Manage menu.

To display checkboxes adjacent to each row:

• Click the Manage menu and select Toggle Checkboxes.
  
  

  
  Description of the illustration GUID-3A1CC9D4-B3FA-4ED0-9430-45AD0493BA53-default.png

  
  

Edit the data in a data grid by clicking a valid cell or add a new row by clicking the Add Row button.

To edit data grid data:

1. Run the Websheet application.
2. From the Data Grid menu, select a data grid.
   The data grid appears.
3. Click a valid cell.
   The cell expands into an editable text field.
4. When finished, click outside of the cell or press the Tab key to proceed to the next cell in the column.
   Changes are saved automatically.

To add another row:

5. Click the Add Row button.
   A form appears.
6. Edit the fields provided. Each field is a column within the new row.
7. Click either Save or Save and Add Another.

Manually edit columns in a data grid by clicking Columns in the Manage menu.

To manually edit data grid columns:

1. Run the Websheet application.
2. From the Data Grid menu, select a data grid.

   The data grid appears.

3. From the Manage menu, select Columns.

   The following submenu displays:

   Add

   Adds a new column. Enables you to define all column properties such as the column name, group, type, value required, display as, list of values, default type, and so on.

   Column Properties

   Editable properties include sequence, group, required value, display as, label, format, heading alignment, column alignment, default text, help text, and so on.

   List of Values

   Enables you to restrict the values a user can enter. You associate a list of values with a column on Column Properties.

   Column Groups

   Create a group and add columns to the group. Enables you to define the group name and provide a description. You can select the columns for the new column group in the Column region by using the arrow keys.

   Validation

   Enables you to define a column validation, sequence, validation expression, and error message.

   Delete Columns

   Select columns to delete.

4. Select a submenu option and follow the on-screen instructions.

Manually edit rows in a data grid by clicking Rows in the Manage menu.

To manually edit data grid rows:

1. Run the Websheet application.
2. From the Data Grid menu, select a data grid.

   The data grid appears.

3. From the Manage Menu, select Rows.

   The following submenu displays:

   Add Row

   Adds a new row. Enables you to define the project, task, start date, end date, and so on.

   Tip:

   You can also click the Add Row button in the data grid to add a new row.

   Set Column Values

   Set a predefined value for a column for all rows, selected rows, or empty rows.

   Replace

   Search and replace row values for all rows or selected rows.

   Fill

   Fill NULL column values with a column value from the above cell. Select a column from which you want to fill the NULL column value.

   Delete Rows

   Select to delete all rows, selected rows, or rows with empty columns.

4. Select a submenu option and follow the on-screen instructions.

Edit a single row in a data grid by clicking its Edit Row icon (pencil).

To manually edit a single data grid row:

1. Run the Websheet application.
2. From the Data Grid menu, select a data grid.

   The data grid appears.

3. Locate the row to be edited and click the Edit Row icon.
   The Add/Edit Row page appears.
4. Edit the appropriate rows and click Apply Changes.

Add annotations to a row in a data grid by clicking its Edit Row icon (pencil).

To add annotations (that is, files, notes, links, and tags) to a single data grid row:

1. Run the Websheet application.
2. From the Data Grid menu, select a data grid.

   The data grid appears.

3. Locate the row to be edited and click the Edit Row icon.

   The Add/Edit Row page appears.

   
   Description of the illustration GUID-5F969201-45E6-450B-87C0-75ACFA551618-default.png
4. From the Actions region, select one of the following:
   • Add File
   • Add Note
   • Add Link
   • Add Tags
5. Follow the on-screen instructions.

Choose which columns to display in a data grid by clicking the Actions menu and selecting Select Columns.

To display annotation columns (such as Files, Notes, Links, and Tags) in a data grid report:

1. View the data grid report.
2. Click the Actions menu and then Select Columns.
3. In the Select Columns region, move the columns (for example, Files, Notes, Links, and Tags) to Display in Report.
4. Click Apply.

To ensure that all users can see the columns, developers can save the revised layout as the default report.

To save a new default report:

5. Click the Actions menu and select Save Report.
   The Save Report Region appears.
6. In Save Report:
   1. Save - Select As Default Report Settings.
   2. Name - Enter a name for the report.
   3. Description - Enter an optional description.
   4. Click Apply.

Choose whether to display pseudo columns in a data grid report by clicking the Actions menu and selecting Select Columns, then save the report.

To display pseudo columns in a data grid report:

1. Include the pseudo columns in the data grid report:
   1. View the data grid report.
   2. Click the Actions menu and then Select Columns.
   3. In the Select Columns region, move the pseudo columns to Display in Report.
   4. Click Apply.
2. Save a new default report:
   1. Click the Actions menu and select Save Report.
      The Save Report Region appears.
   2. In Save Report:

      1. Save - Select As Default Report Settings.

      2. Name - Enter a name for the report.

      3. Description - Enter an optional description.

      4. Click Apply.

Change the name, alias, and description of a data grid on the Data Grid Properties page.

To edit data grid properties:

1. Run the Websheet application.
2. From the Data Grid menu, select a data grid.

   The data grid appears.

3. From the Manage menu, click Properties.

   The Data Grid Properties page appears.

4. Edit the fields provided and click Apply.

Create a bookmark link to a data grid by adding the appropriate syntax to the URL of its parent Websheet or retrieving the URL manually.

To bookmark directly to a data grid or a row:

1. Use the following syntax:

   ws?p=100000:DG_<data grid alias> 
   ws?p=100000:DG_<data grid alias>::ROW_ID:<data grid row ID>
   

   The data grid row ID is an ID column value of the APEX$_WS_ROWS table.

To get a link to a specific data grid row:

2. Run the data grid.
3. Click the Edit Row icon.
4. Note the URL in the browser.