#7549 - 09/21/06 10:35 AM
Good resource for GridView?
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Adagio Buff
Registered: 03/22/04
Posts: 74
Loc: Modesto, CA 95350
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I am looking for a good resource to help me learn GridView. Essentially I would like dozens of examples of filters, each with descriptions of what each part accomplishes. In addition I would like to learn how to set up requests for fields so that when some one else brings up the view it will ask for a date range, or item number range. I have been running in to trouble, thinking that I have set everything up correctly, verifying ok, then getting no results in the view, or all results.
I have read through the manual, but find that GridView alone could easily warrent a textbook.
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#7550 - 09/21/06 12:24 PM
Re: Good resource for GridView?
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Adagio Master
Registered: 03/16/99
Posts: 10504
Loc: Canada
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Hi Nick, Two quick ways to get off the ground. Use either or both the "Adagio Expert Online" and "Introduction to GridView" webinars to work through a specific view or problem. Try and describe the View you are trying to create in the "I want to know..." question box when you register. For example: - ...how to prompt the user for one of more values to filter a View?
- ...how to filter my transactions to show only those older than 60 days?
- ...how to see all the items a customer bought this month?
_________________________
Andrew Bates
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#7551 - 09/21/06 12:49 PM
Re: Good resource for GridView?
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Adagio Scholar
Registered: 11/16/01
Posts: 96
Loc: Vancouver, BC Canada
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Just a thought on how you may be coming up empty.
Could it be that you are not being as precise as needed in filters when you use "And" and "Or"? In English, you can say "Show me the clients in CA and NV" and people would understand that you want to see the clients in CA and the clients in NV, but the computer interprets it as "Show me any client who is in both CA and NV". Since no client record can be in CA and in NV at the same time, your filter won't let any records through.
What you need to say is "Show me the clients in CA or NV" which will be interpreted as "Show me any client in CA and show me any client in NV".
Make sense?
_________________________
Wally Kunz Softrak Systems Inc
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#7552 - 09/21/06 01:37 PM
Re: Good resource for GridView?
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Adagio Virtuoso
Registered: 06/02/04
Posts: 694
Loc: Prince George BC
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Nick, Have a look here: GridView "Quickies" from Business Computer Cdentre for some examples of formulas and filters.
_________________________
Ralph Allan Business Computer Centre Prince George BC Canada
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#7553 - 09/21/06 05:42 PM
Re: Good resource for GridView?
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Adagio Action Team
Registered: 03/09/99
Posts: 11616
Loc: Vancouver, BC Canada
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Hi Nick,
Here are 2 GridView 'quickies':
- When using the QueryString function to ask for runtime entry of text (item numbers, customers, etc) and comparing to your data, matching has to be exact, including leading and trailing spaces. Change your filter to 'trim' spaces from your data field value: Trim({Item number}) = QueryString("Enter the item number")
- If you refresh a View with a filter and get a blank screen as a result, you can toggle the filter button off from the toolbar. This will load the entire database into your view without any filters. If the file is large then this could take some time to refresh, so use prudence if you do this. And remember to turn the filter toggle back on when you want to determine your filter is working.
And one other note. If you are using the runtime query for item numbers to search for all records equal to one or more codes in a file such as OrderEntry or SalesAnalysis (which can be very large files), consider using a link rather than a runtime query; performance is significantly faster. So instead of having a single view based on SalesAnalysis transactions and a query asking for the item code, include a second view on the item master file and link it to the transaction view (by item number) that you already have - and save as a workspace. Then you can double-click to get the same list much faster. And also you can multi-select items from the main list and do a query for multiple item codes at once.
_________________________
Regards, Softrak Tech Support
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#7554 - 09/22/06 11:01 AM
Re: Good resource for GridView?
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Adagio Buff
Registered: 03/22/04
Posts: 74
Loc: Modesto, CA 95350
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Quote:
Just a thought on how you may be coming up empty.
Could it be that you are not being as precise as needed in filters when you use "And" and "Or"? In English, you can say "Show me the clients in CA and NV" and people would understand that you want to see the clients in CA and the clients in NV, but the computer interprets it as "Show me any client who is in both CA and NV". Since no client record can be in CA and in NV at the same time, your filter won't let any records through.
What you need to say is "Show me the clients in CA or NV" which will be interpreted as "Show me any client in CA and show me any client in NV".
Make sense?
Yes, that does make sense. However, my problem is not with logic, but rather with formating. I am not sure when to trim, or how to format a trim, or how the "trx codes" in inventory work. For example, both Assembly Masters and Shipments get a "trx code" of 1. How do I limit the view to only Assembly Masters?
I also can not figure out how to make a veiw "ask me" for a range of items numbers or dates upon refresh.
I assume that the webinars are going to be my "go to" for learning these aspects.
I appreciate everyone's input.
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#7555 - 09/22/06 01:31 PM
Re: Good resource for GridView?
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Adagio Master
Registered: 03/16/99
Posts: 10504
Loc: Canada
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To have the View "ask you" for a range of item numbers, use this fiter: Code:
AND( UPPER(TRIM({Item #}))>=UPPER(TRIM(QUERYSTRING("Starting item?", ""))), UPPER(TRIM({Item #}))<=UPPER(TRIM(QUERYSTRING("Ending item?", "zzzzzzzzzzzzzzzz"))) )
For date ranges use "=QUERYDATE()". I asked the same question about the transaction codes in IC history the other day. Here are the values: Code:
Trx Trx Src Type Description 1 1 Receipt 1 2 Receipt adjustment 1 3 Receipt return 2 1 Shipment 2 2 Shipment return 3 1 Adjustment credit 3 2 Adjustment debit 4 1 Stock transfer from 4 2 Stock transfer to 5 1 Component item assembly 5 2 Master item assembly
Hope that helps.
_________________________
Andrew Bates
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#7557 - 09/26/06 10:55 AM
Re: Good resource for GridView?
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Adagio Buff
Registered: 07/03/06
Posts: 51
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How about if someone wrote a "GridView for Dummies" book. I'll volunteer as a model for the front cover.
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#7558 - 09/28/06 10:32 AM
Re: Good resource for GridView?
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Adagio Buff
Registered: 03/22/04
Posts: 74
Loc: Modesto, CA 95350
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Quote:
How about if someone wrote a "GridView for Dummies" book. I'll volunteer as a model for the front cover.
I'll take the photo.
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#7559 - 09/28/06 10:33 AM
Re: Good resource for GridView?
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Adagio Buff
Registered: 03/22/04
Posts: 74
Loc: Modesto, CA 95350
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Hey Andrew,
What does the "UPPER" part of that filter do? I would have never known to put that in.
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#7561 - 09/29/06 11:48 AM
Re: Good resource for GridView?
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Adagio Buff
Registered: 03/22/04
Posts: 74
Loc: Modesto, CA 95350
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How do I suppress all items with zero dollar amount sales for a given period?
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#7562 - 09/29/06 11:57 AM
Re: Good resource for GridView?
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Adagio Master
Registered: 03/16/99
Posts: 10504
Loc: Canada
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Hi Nick, Use: Code:
{Units sold Period n}<>0
where {Units Sold Period n} is one of: Code:
{Units Sold Period 1} {Units Sold Period 2} {Units Sold Period 3} {Units Sold Period 4} {Units Sold Period 5} {Units Sold Period 6} {Units Sold Period 7} {Units Sold Period 8} {Units Sold Period 9} {Units Sold Period 10} {Units Sold Period 11} {Units Sold Period 12} {Units Sold Period 13} {Units Sold YTD} {Units Sold LY}
from the Inventory Item Master table. There's also and {Amt Sold Period n} field you could use instead. If you want to scan several periods, then add the individual periods together and see if they sum together, like this: Code:
({Units sold Period 1}+ {Units sold Period 2} + {Units sold Period 3})<>0
OK?
_________________________
Andrew Bates
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#7563 - 09/29/06 12:13 PM
Re: Good resource for GridView?
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Adagio Buff
Registered: 03/22/04
Posts: 74
Loc: Modesto, CA 95350
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I have created a filter:
{Amt Sold Period 2}<>0
I still get items with zero sales. What am I missing?
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#7564 - 09/29/06 12:56 PM
Re: Good resource for GridView?
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Adagio Master
Registered: 03/16/99
Posts: 10504
Loc: Canada
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Have you turned the filter on and selected the filer you created?
_________________________
Andrew Bates
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#7565 - 10/05/06 06:04 PM
Re: Good resource for GridView?
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Adagio Buff
Registered: 03/22/04
Posts: 74
Loc: Modesto, CA 95350
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Quote:
Have you turned the filter on and selected the filer you created?
I didn't know that you could turn a filter off, or select it. I thought that if you created a filter, it automatically worked.
How do I select filters that I have created for a view, and turn them on and off?
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#7567 - 10/10/06 10:53 AM
Re: Good resource for GridView?
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Adagio Buff
Registered: 03/22/04
Posts: 74
Loc: Modesto, CA 95350
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Quote:
There is a button on the toolbar for enabling or disabling the filter. If you are using the current version, it is to the left of the drop-down field where you can select filters. Or from the View menu, pick 'Toggle Filter' (or Shift-F6).
The purpose of having a way of immediately disabling the filter is while you are creating the view - it's a great way of testing to make sure the filter is reading the records you mean it to. If you enter a filter and the listed records are not as you anticipated, you can turn the filter off, check which records are (not) appearing, and then modify the filter accordingly.
OK, that worked (though I had to add the drop down filter menu to the toolbar: View->Customize)
Yet now it seems like I can only choose one filter or the other, but not both at the same time. My first filter is a query for the category, and my second is to suppress all items with zero sales. Each works by themselves, but when I choose one from the drop down menu it toggles the other off.
Is there a way to get both to work?
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#7569 - 10/10/06 03:35 PM
Re: Good resource for GridView?
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Adagio Master
Registered: 03/16/99
Posts: 10504
Loc: Canada
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For more infrmation about how to use GridView, make sure you sign up for one of this month's Adagio User Group web seminars. Warren will be showing how to create inquiries using filters and calculated columns. He'll also preview some of the improvements coming in the next release. If you have a specific feature you'd like demonstrated, don't forget to ask about it when you register for the session.
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Andrew Bates
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#40274 - 02/20/14 07:39 AM
Re: Good resource for GridView?
[Re: Retired_Guy]
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Adagio Specialist
Registered: 10/25/10
Posts: 337
Loc: Concord, On
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To have the View "ask you" for a range of item numbers, use this fiter:
AND(
UPPER(TRIM({Item #}))>=UPPER(TRIM(QUERYSTRING("Starting item?", ""))),
UPPER(TRIM({Item #}))<=UPPER(TRIM(QUERYSTRING("Ending item?", "zzzzzzzzzzzzzzzz")))
)
For date ranges use "=QUERYDATE()". I asked the same question about the transaction codes in IC history the other day. Here are the values:
Trx Trx
Src Type Description
1 1 Receipt
1 2 Receipt adjustment
1 3 Receipt return
2 1 Shipment
2 2 Shipment return
3 1 Adjustment credit
3 2 Adjustment debit
4 1 Stock transfer from
4 2 Stock transfer to
5 1 Component item assembly
5 2 Master item assembly
Hope that helps. Could I find out what these code are: Trx Trx Src Type Description 3 3 Adjustment ???? 3 4 Adjustment ???? 3 5 Adjustment ???? 3 6 Adjustment ???? Thanks
_________________________
Mike Smith Viktorian Sheet Metal Mfg Inc
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