Grid controls

You use a consistent set of controls to organize grids, such as sort ascending.

The following tables describe the controls you use when working with grids in the View and Edit modes.

The following features are available in both modes.

  • Data displays in pages. To navigate, click the arrows to go to the next, previous, first, and last pages, or enter a number in the box and press Enter.
  • You can sort by column by pointing to the column heading, clicking the down arrow, and selecting Sort Ascending or Sort Descending in the drop-down menu. Depending on how the grid was designed, some columns do not have sorting enabled.
  • You can view or hide columns by pointing to any column heading, clicking the down arrow, pointing to Columns in the menu, and selecting or clearing the check box next to the column name.
  • You can reorder columns by dragging and dropping the column heading. (This ability is not available in grids that have column grouping.)
  • You can change column width by dragging the edge of the column headings.

View mode

Table 1. View mode controls
Control Description
Page with pencil image (small) Switch to Edit mode.
Two pages image (small) Copy selected grid rows. Click in the first column to select a row.
Down arrow into bin image (small) Import a CSV file that contains grid rows.
Up arrow out of bin image (small) Export all the data in the grid in a comma-separated list.
Funnel image (small) Use advanced search to filter grid data.
Sigma image (small) Select the calculation used for each column in the Summary row. The options are: Sum, Avg (average), Min (lowest value in the column), and Max (highest value in the column). In a multi-page grid, calculations are performed across all the data, not just for individual pages. This control is available only in view mode.
Save Preferences Save your customized view of the grid.

In addition, the following controls are available for the Target Cell Spreadsheet (TCS®) available in campaign projects. You can create campaign projects only if Unica Plan-Unica Campaign integration is enabled.

Table 2. View mode controls (Target Cell Spreadsheet grids only)
Control Description
Approve All Approve all the rows in the TCS®.
Deny All Deny approval to all the rows in the TCS®.
Clear All Delete all the rows in the TCS®.
Publish Send the current TCS® data to Unica Campaign so the flowchart designer can access it.
Get cell status Retrieve the latest flowchart and cell count information from Unica Campaign.

Edit mode

In edit mode, you can click single line text, multi-line text, or numeric and money type column contents, and then begin typing to overwrite existing data. For any editable column, you can double-click a cell to open the content editor for that column type.

If the row is currently in use by another user, the system displays an error message. Before you save your changes, edited cells contain a small red triangle in the corner; these markers disappear after you save.

Table 3. Edit mode controls
Control Description
Plus sign image (small) Add a row. The row is added below the currently selected row. The first row is selected by default when you enter edit mode.
Two pages image (small) Copy selected grid rows. To select a row, click in the first column.
Clipboard with page image (small) Paste grid cells and rows.
X image (small) Mark a selected row for deletion. The row is deleted when you save. Within a row, the same icon indicates the row status.
Backward pointing arrow image (small) Unmark a selected row for deletion. Within a row, the same icon indicates the row status.
Diskette image (small) Save your changes and remain in edit mode.
Diskette with X image (small) Save your changes and return to view mode.
Arrow pointing to an open door image (small) Revert all changes made since your last save and return to view mode.