Advanced data table features

You can set up a data table to use the following features: conditional formatting, repeating columns, grouping, and filtering.

Set up conditional formatting

In a data table, you can set up a field to display a specific format when the data field value matches a set condition.

Note

To see an example of conditional formatting, open an FMEA, and then view it in design mode.

The following steps show how to make Hard Savings values appear red when hard savings are less than $500,000.

  1. In a form that contains the data table to edit, choose View > Design Mode.
  2. In the data table, double-click the control to edit.
  3. On the Properties dialog box, click the Formatting tab and choose the Conditional Format button.
  4. In the Conditional Format dialog box, click Add. Qeystone Tools adds the name of the control.
  5. (Optional) To add one more condition, click Add. Add as many conditions as necessary.
  6. In If this condition is true, enter the condition that will cause the format to change.
    For example, type HardSavings < 500000. You can also click the Formula button to set up the condition.
  7. Choose the format options to apply when the condition is met.
  8. (Optional) To overwrite a user-entered value with a special message if a condition is met, select the Overwrite formula result checkbox.
    For example, if a user enters a measurement that falls outside of the customer specifications, you might display the message, "Out of Spec".
  9. Click OK.
    Special considerations for the following controls:
    Control Considerations

    List, Drop Down, or Option

    You must reference a list item's internal value, instead of its display name.

    To set up a condition that references a list item from a shared data field, such as Project Status or Percent Complete, go to Internal values for list, drop down, or option controls.

    Text Box

    You must enclose the condition's value in double quotes, for example, Frequency="Rarely".

Set up repeating columns

When you set up repeating columns, users can add columns to a data table.

Note

To see an example of repeating columns, open a Project Prioritization Matrix, and then view it in design mode.

  1. In design mode, insert a data table that has at least two columns.
  2. Right-click the column that you want to set as repeating and choose Set as Repeating Column.
    For example, in the Project Prioritization Matrix, the repeating column is for Selection Criteria.
  3. Insert a Text Box control for the repeating column.
    Location of the Text Box control
  4. At the intersecting cell of the repeating column and the data entry row, insert a control for users to enter data that applies to both the row and the column.
    Location of the Numeric Box control
  5. To test the repeating columns, choose View > Fill Out Mode and add a column to the table.

Apply data sharing to repeating columns

When you apply data sharing to repeating columns in a data table, users can choose from existing values in a column.

Note

To see an example of repeating columns that have data sharing, open a C&E Matrix, and then view it in design mode.

  1. In design mode, insert a data table that has at least two columns.
  2. Right-click the column that you want to set as repeating and choose Set as Repeating Column.
    For example, in the C&E Matrix, the repeating column is for Outputs.
  3. Insert a Text Box control for the repeating column.
    Location of the Text Box control
  4. Apply repeating row and repeating column data sharing. Data sharing allows users to choose from data values that already exist in the project.
    1. Right-click the data table and choose Data Table Properties.
    2. Under Data, choose Apply repeating row data sharing, click Data Source, and then choose a data source for the rows.
      For example, in the C&E Matrix, rows are set up to share data with the X Variable category.
    3. Choose Apply repeating column data sharing, click Data Source, and then choose a data source for the columns.
      For example, in the C&E Matrix, columns are set up to share data with the Y Variable category.
  5. Apply data sharing to individual controls in the data table.
    1. Double-click the Text Box control in the repeating column.
    2. Under Data, click Apply data sharing, and then choose a data field to share with the control.
      For example, share the Text Box control in the Outputs column with the Name field in the Y Variable category.
  6. To test the repeating columns that have data sharing, choose View > Fill Out Mode and add a column to the table.

Apply grouping options

When you apply grouping options to a column in data table, users can copy values from a previous row or merge cells that have the same values.

Note

To see an example of grouping, open a SIPOC, and then view it in design mode.

  1. Choose View > Design Mode.
  2. In the data-entry row of the grouping column, double-click the Text Box control.
  3. Click the Formatting tab.
  4. To allow users to add a row by copying values from a previous row, under Grouping, select Copy value when adding a new row. When this grouping option is applied, you can choose Add Row > With Values.
  5. To merge cells that have the same value, under Grouping, choose Merge cells for display. When this option is applied, and a user enters Hospitals in the first and second rows of the Suppliers column, the row cells merge into one.
    Note

    To make cells merge automatically as soon as a user enters a value, switch to fill out mode and choose Actions > Apply Grouping Column.

  6. To test the grouping options, choose View > Fill Out Mode and add rows of data with the same values.

Apply a filter to prepopulate a data table

  1. Choose View > Design Mode.
  2. Right-click the data table and choose Data Table Properties.
  3. Click Data source, and then click the Filter tab.
  4. Choose one of the following options:
    Option Description

    Show all rows

    Display all existing values from the data source. Users can add new values.

    For example, show all X variables in a table to find slight spelling or formatting variations.

    Select rows from a list (default)

    No data appears initially. Users can choose existing values or add new values.

    For example, in the Attendees table on the Meeting Minutes form, users can choose only the team members that actually attended the meeting.

    Populate based on filter criteria below

    Display only values from the data source that meet the criteria that you specify. Users cannot add new values.

    For example, in the Incomplete Tools table on the Project Closure form, a tool is removed from the table when its status is complete.

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