Accessing an Ad Hoc Grid

Open an ad hoc grid to personalize your view of and analyze data in a form.

You can access ad hoc from a stand-alone form or from a form within a dashboard. Ad hoc opened from a dashboard or a form opens in a dynamic tab.

To access a saved ad hoc grid:

  1. On the Home page, click Data.

    Ad hoc grids on the Data Entry listing page display the ad hoc grid icon ad hoc grid icon.

  2. Click the name of the ad hoc grid.

To perform ad hoc on a stand-alone form, open the form, click Actions, and then click Analyze.

To perform ad hoc on a form within a dashboard:

  • For forms in Dashboard 1.0 dashboards, maximize the dashboard form so that it fills the workspace, click Actions, and then click Analyze, or you can right-click the cell you want to analyze, and then select Analyze on Cell to open ad hoc in a dynamic tab.

  • For forms in Dashboard 2.0 dashboards, right-click the cell you want to analyze, and then select Analyze on Cell to open ad hoc in a dynamic tab.