TRAVERSE Global v11.1
Summary History View
Use the Summary History View function to view sales, cost-of-goods-sold, discounts, and average invoices for each customer.
Use the Filter to select the range of account types, class, codes, currency IDs, customer IDs, customer levels, customer names, customer PO numbers, distribution codes, fiscal periods, fiscal years, group codes, invoice dates, invoice numbers, item IDs, item jobs, item types, job IDs, location IDs, price IDs, sales accounts, sales rep IDs, ship-to IDs, statuses, and territories to include in the interactive view or leave the filter blank to include all options.
A filter condition can consist of up to four options. Each option within the condition appears as a different color help distinguish it from the other options, Black Text [Blue Text] Green Text <gray text>. The instructions below illustrate how to build a condition.
- Select how to group values by clicking the black text component (See Table 1).
- Select a column heading to filter by clicking the blue text component.
- Select the filtering criterion by clicking the green text component (See Table 2).
- Enter, if applicable, a string of text or numbers to complete the condition by clicking the gray text component.
- Click the icon to add additional conditions if applicable.
- Use the Print, Preview, or Reset buttons to generate the report or set all fields to their default values.
Button | Name |
And | |
Or | |
Not And | |
Not Or | |
Add Condition | |
Add Group | |
Clear All | |
Table 1 - Black Component | |
Button | Name |
Equals | |
Does not equal | |
Is greater than | |
Is greater than or equal to | |
Is less than | |
Is less than or equal to | |
Is between | |
Is not between | |
Contains | |
Does not contain | |
Begins with | |
Ends with | |
Is like | |
Is not like | |
Is blank | |
Is not blank | |
Is any of | |
Is none of | |
Table 2 - Green Component |
When viewing the Summary History View, you can arrange the rows, columns, and data fields in any desired order to better streamline them for your viewing purposes. To arrange rows, columns, and data fields, click on the heading of the field to move and drag the heading to the desired location among the other headings.
You can use the list of field headings to graph information. To graph information, simply click on the heading of the field and drag the heading to the Drop Data Items Here, Drop Row Fields Here, and/or Drop Column Fields Here sections. To not include a field as part of the graph, you can drag the heading to the Drop Filter Fields Here section, you can right-click on the heading and select Hide, or you can open the Field List editor and drag the heading into the list.
For instance, you could graph the sales made by each customer in each fiscal year. One way to do this would be to drag the Fiscal Year field to the Drop Row Fields Here section, drag the Customer ID field to the Drop Column Fields Here section, and drag the Sale field to the Drop Data Items Here section.
See example
When you define IDs and codes, it is important for you to know how they appear in a field list after they are sorted. TRAVERSE sorts alphanumeric data alphabetically by comparing first characters, then second characters, and so forth. When two alphanumeric characters are compared, the character with the smaller ASCII value comes first in the alphabetic sort.
The list of alphanumeric characters is in ascending alphabetic order:
- Special characters (-, *, /, and so forth)
- Numbers (0-9)
- Uppercase letters (A-Z)
- Lowercase letters (a-z)
Alphabetical rules are not intuitive when numbers are involved. For example, in numerical sorting 60 comes before 112; however, in alphabetical sorting 112 comes before 60. To ensure that numbers appear in the same order in both an alphabetic and numeric sort, pad numbers to the left with zeros until they are the same length. For example, if 60 is defined as 060, 060 comes before 112 in both an alphabetic and a numeric sort.
Sort | By |
Ascending | Clicking the row or column heading until the appears |
Descending | Clicking the row or column heading until the appears |
You can sort rows and columns to group and filter the data. To sort and filter the rows and columns, right-click a column and use the functions outlined in the table below.
Button | Name | Select To |
Refresh Data | Refresh the data in the table and graph. | |
Hide | Not use the selected field in the table or graph. | |
Order | Toggle the order of fields if multiple fields exist in a single section. | |
Show/Hide Field List |
Open the PivotGrid Field List window. Proceed to click and drag fields from this window to use them as part of the graph or drag fields to this window to remove them from the graph. |
- Click the funnel icon that appears once you place the cursor in the desired row or column to filter.
- Select a filter option from the drop-down menu.
Note: From this drop-down list, you can select whether to Show All entries or select from the entries in the selected row/column to view only the selected entries' information in the row/column. - Click OK.
To create a filter across all rows or columns, use the Prefilter function to create a filtering condition. A filter condition can consist of up to four options. Each option within the condition appears as a different color to help distinguish it from the other options, Red Text [Blue Text] Green Text <gray text>. The instructions below illustrate how to build a condition.
- Select how to group values by clicking the red text component (See Table 1).
- Select a column heading to filter by clicking the blue text component.
- Select the filtering criterion by clicking the green text component (See Table 2).
- Enter, if applicable, a string of text or numbers to complete the condition by clicking the gray text component.
- Click Apply.
- Click OK.
Button | Name |
And | |
Or | |
Not And | |
Not Or | |
Add Condition | |
Add Group | |
Clear All | |
Table 1 - Red Component | |
Button | Name |
Equals | |
Does not equal | |
Is greater than | |
Is greater than or equal to | |
Is less than | |
Is less than or equal to | |
Is between | |
Is not between | |
Contains | |
Does not contain | |
Begins with | |
Ends with | |
Is like | |
Is not like | |
Is blank | |
Is not blank | |
Is any of | |
Is none of | |
Table 2 - Green Component |
After arranging and sorting the columns how you want to view the interactive view:
Use the Preview Report button to view a preview of the interactive view as a report. To print the report, click the Print button or to export the report to a PDF, HTML, MHT, RTF, Excel, CSV, Text, or Image File, click the Export Document button.
Use the Export Data button to export and save the data as an HTML, XML, plain text, or Microsoft Excel document.
Note: Depending on the output type selected, the information may export exactly as it appears on the screen, including column widths and expanded or collapsed grouped entries.
Use the Views button to save the current parameters set for the interactive view for using at a later time. You can also use the button to select, edit, or delete from the multiple saved views.
Use the Reset Layout button to reset the column headings and any sorting changes made to the information table.
See the Interactive View Overview for a basic understanding of interactive views and to view movies outlining the different types of interactive views.