The Data Grid

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Overview

Most views in each module contain a data grid. Almost every record you add to Shepherd’s Staff® will be contained within a grid. Grids have special features that, when used, can greatly increase the user’s proficiency and speed.

 

Key Parts

» Searches and Filters—Searches and filters can be used to narrow down search results or to search for a specific person or data.

» Autofit Columns and Reset—These two buttons in the upper right corner of the grid view will automatically adjust the column width to fit all data or reset the grid to default layout and size.

» Column Headers—Column headers come in two different types, bolded and italic. Bolded headers are for data that can be searched for. Italic headers are not used in searches.

» Sorting Columns—All columns can be sorted in ascending or descending order by clicking the header. Only one column can be sorted at a time, but it is usually assumed that when you sort by an event or date that the names will be sorted into alphabetical order.

» Moving Columns—Columns can be moved to the left or right to customize the grid. Click and drag the column header to move the column, then let go to put it in place. These columns will be saved in the new order and will appear in the same order each time you open the module.

» Resizing Columns—Columns can be resized to display more or less data. This can be done by moving the mouse between two column headers and then dragging once the resize cursor appears.

» Frozen Columns—In each data grid, the name column is listed on the far left and stays fixed as the grid is scrolled to the right or left. Unlike in other versions of Shepherd’s Staff, this is the only column that can be frozen.

» Command Line—The command line contains all available options for the section that is presently being viewed. These options vary between sections, but all views can be exported to Excel, printed, and saved for future use, and each has a count of the total lines of data.

 

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