Interactive Views

The Traverse interactive view functions display information in an interactive format; these are highly configurable data screens that allow you to sort, group, and output the view according to your unique needs. Most views also include a totals bar, making it easier to add analysis values to the data.

You can find more details about using interactive views in the Traverse Interactive View Tutorial.

Group records by dragging and dropping a column header into the grouping bar.

You can easily filter and/or sort each column by clicking on the column header.

Custom Views

Using interactive views, you can easily and quickly build and manipulate the view to display information in exactly the way you need it.

You can also create custom views by setting up the view the way you want, then saving it as a Named View using the Views button.

The view is private, that is, available only to you, unless you designate it as a Public view by editing the view. To edit your view, select Edit Views... in the Views menu. The Views Editor will display.

Click the Public button for the view you want to make public, then close the editor. Public views are indicated with an asterisk beside the view name.

The data filter is also used when creating reports. See Using Reports for more information about data filter options. For more information on using conditional statements, see Conditional Basics on the Using Reports page.

Each column of an interactive view has a little filter (funnel) icon you can use to filter the column by selected column criteria. You also have an option to Show Auto Filter Row if you right-click on a column header. This adds a row at the top of the data where the filter criteria can be entered. This can be easier to enter filter criteria.

In the example below, we used the Name field to find any company names that contain “inc” and entered mn in the Region column to limit the list to Minnesota companies.

Other filtering options include the standard filter criteria:

Another filter option on the right-click menu is the Show Find Panel, which opens a panel that allows you to search the entire view. Enter a search string and click the Find button. The view will display all rows containing the search term, as well as highlight that search string in the cells.

You can add summaries by group and sort by those summaries. Right-click on a group footer to select a type of group summary, including row counts and group average.

Conditional Formatting Rules

Conditional Formatting Rules are very similar to the conditional formatting used in Excel. If you are familiar with the Excel conditional formatting functionality, you will understand the conditional formatting used in the Traverse Global Interactive Views.

Conditional formatting will allow you to format records when they meet certain criteria. This criterion can be determined by:

• All cells based on their values
• Only cells that contain
• Only top or bottom ranked values
• Only values that are above or below average
• Only unique or duplicate values
• Use a formula to determine which cells to format

To set up conditional formatting, click the Conditional Formatting Rules () button on the toolbar to open the conditional Formatting Rules Manager screen.

Click the New Rule... button to open the create a new formatting rule screen.

The New Formatting Rule screen is divided into two sections, a Rule Type section where you can select the type of rule to create, and the Rule Description section where you can determine how the view is formatted. The options available in the Rule Description section of the screen will depend on the rule type you choose.

Example:

Using the AR Open Invoice View, we want to have a visual reference for the invoice amounts. We will do this using conditional formatting.

1. Open the Conditional Formatting Rules screen and click the New Rule... button.
2. Select the rule type to format all cells based on their values.

   

3. Establish the format style and range for the cell values to format. In our example, we are choosing a 2-color scale. The range, by number, is from 0 to 20,000 ($0 to $20,000). We will keep the default green (low) to red (high) color scale.
4. Click OK. The Conditional Formatting Manager screen appears. On this screen, you can select the column used to determine if the record meets the rule, and the column to receive the formatting.

   

5. In our example, we want to apply the criteria to the Gross Amount column of the AR Open Invoice View, and we want to apply the formatting to the Gross Amount column. Mark the Stop if True check box if you want the system to stop checking values as soon as it hits a cell that meets the rule criteria; otherwise, leave the check box blank.
6. Click the Apply button to apply the formatting rule to the view. Use the Edit Rule... button to make changes to the rule or formatting.

   

   Notice as the values in the cells get closer to either the max value or the min value, the color gets more green or more red depending on how close they are to the min/max.

   To make changes to the rule, use the Conditional Formatting Rules button on the toolbar to reopen the Conditional Formatting Rules Manager screen.

Column Chooser

Use the Column Chooser to add or remove columns from the view. When you click the Column Chooser button on the toolbar, the Customization (Column Chooser) window appears.

To add columns to the view, drag a column name from the Column Chooser window and drop it onto the column header bar. The column will appear in that position.

To remove columns from the view, drag a column header from the column header bar and drop it onto the grid, or the Column Chooser window.

You can find more details about using interactive views in the Traverse Interactive View Tutorial.

 

The following are links to movies describing the different types of interactive views:

• Grid View
• Parent-Child View
• Pivot View

 

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