the business side of wine

support center

call for help: 707.224.9620 x0
submit a support request
Print

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.

Datasheet Icon on Toolbar

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.

Datasheet

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;

  1. Click the drop-down arrow to the right of the column heading for a list of options for that column.
  2. Right-click anywhere within a column and choose: Sort Oldest to Newest or Sort Newest to Oldest.

Try it

  1. Navigate to the Sales & Fulfillment Menu and choose Customers.
  2. Click the Datasheet icon on the Customer toolbar to open the Customer datasheet.
  3. Right-click anywhere within the NetPurchases column to get a menu of options.
  4. Choose: Sort Highest to Lowest.

The list is reordered showing your big spenders at the top.

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

Try it

  1. Navigate to the Sales & Fulfillment menu and choose Customers.
  2. Click the Datasheet icon on the Customer toolbar to open the Customer datasheet.
  3. Right-click anywhere within the ClubStatus column and choose Text Filters | Equals and type in ‘Active’.

Now you are only looking at a list of Active club members.

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.

Questions or Comments?
Please Contact Us


Vineyard Scene