Data Sheets

Datasheets are a very useful way to browse your data to accomplish specific tasks, perform ad-hoc inquiries and answer many general questions. Look for the datasheet icon on the toolbar of most screens. This will open a datasheet specific to the screen you are on.

The datasheet looks much like a spreadsheet containing your data. Like a spreadsheet, there are things you can do within a datasheet to help you find the information you are looking for.

Datasheets are read-only and cannot be edited directly within the datasheet.

A datasheet can easily be exported to Microsoft Excel for further manipulation such as creating pivot tables which help you “see” your data in ways more meaningful than a list of data.

Things you can do with a datasheet include:

Select a Row to Edit

Double-click a Row to open in the underlying screen with that rows data loaded. Click the datasheet icon again to get back to the datasheet where you last left off. This can provide a workflow if you need to edit a series of records.

Sort Columns

You can sort columns ascending or descending by performing one of two actions;

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Filter Columns

You can also filter your data. Filtering makes it easy to remove unwanted data so you can see just what you want. To filter a column, simply right-click in the column to filter and choose from a number of filtering options, such as;

Text filters; specific text, text containing
Date filters; Specific date, range of dates, month

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Note: To remove filters, click the bottom bar on the datasheet where it is colored and titled ‘Filtered’.

Export to Excel

A datasheet can be exported to Excel any time. You can sort and/or filter the datasheet before exporting. The resulting list is what will be exported.

To export to Excel, choose the Microsoft Ribbon tab titled ‘External Data’ at the top of the screen. Then choose the ‘Excel’ icon from the Export section of the ribbon to start the export wizard which will guide you through exporting your data.

Note: You can also use standard Copy/Paste operations to move data from the datasheet to Excel.