Using data grids

The system frequently displays data in the form of a spreadsheet-like grid. In Fuel Dispatch there are two types of grids:

Data entry grids

In some data entry windows, users make entries in fields that are arranged in columns. Each line of data in the grid represents a detail that belongs to the record the user is viewing or updating.

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You can configure the display in any of the following ways.

Record retrieval grids

Other grids are used only for record retrieval. You cannot use them to enter data.

For example, the Scroll Orders window consists of a grid that lists orders.

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You can configure the display in any of the following ways.

Changes you make to the display remain in effect only until you close the window. To keep them, save the modified layout.

Choosing a data grid layout

As a user of Fuel Dispatch, you were assigned one or more specific data grid layouts to use. A data grid’s layout includes:

  • The order and width of the columns

  • Any grouping or filtering applied to the data

  • Any conditional formatting applied to the data

image3 See it in action

Determining your current data grid layout

To determine which layout is your current layout and which other layouts are available to you, right-click anywhere in the body of the window, and select Load Layout.

A list of available layouts appears to the right. The layout with the green check is your current layout.

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Loading a different layout

It is not necessary to recreate a layout each time you want to use a specific layout for a data grid. If you previously saved the layout, then it can be reloaded at a later point in time.

To load a different layout, follow these steps.

  1. Right-click in the grid.
    A shortcut menu opens.

  2. Select Load Layout.
    One or more data grid layouts will be listed.

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  3. Select the name of the appropriate layout.
    The Require Retrieval message appears. It states, "Layout change will require data retrieval. Continue?"

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  4. To retrieve the data, click Yes.

    The window returns to the data grid. The data is now arranged according to the selected layout.

    Note: If you decide not to change the layout, click No instead.

Setting a default layout

When the data is first retrieved, it is filtered and displayed based on the default layout. If you consistently use a specific layout, you can set it as the default layout.

If the layout was designed and saved for a group of users to which you belong, setting it as the default layout may negatively affect other users in the group.

There are two ways to set a layout as the default. You can set it when saving a new layout or you can use the data grid’s shortcut menu. The latter option is helpful if you decide at a later point to specify, or change, the default layout.

To set a default layout, follow these steps.

  1. Right-click in the grid.
    A shortcut menu opens.

  2. Select Load Layout.

  3. Select the name of the appropriate data grid layout, and then select Set to Default.

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    The default layout is now set and the data grid is displayed.

Resetting the grid layout to the factory default

To return to the factory default layout at any time, follow these steps.

You might not have access to the Reset Layout option. If not, you can only load a previously assigned or saved layout.

  1. Right-click anywhere in the body of the window or grid.
    A shortcut menu opens.

  2. Select Reset Layout.
    The Layout reset confirmation message appears. It states, "Are you sure you want to reset layout?"

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  3. Click Yes.

    The data grid layout returns to the factory default layout.

    Note: If you decide not to reset the layout, click No instead.

Finding a record

To search through the data to locate records that match specific criteria, follow these steps.

  1. Right-click in a column heading.
    A shortcut menu opens.

    Note: You can also use the shortcut key CTRL+F.

  2. Select Find.
    The Find dialog box opens.

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  3. Complete the form.

    Field Definition

    Find What

    Enter the text for which you are looking.

    Look In

    Identify whether you want to look through the current column or all columns.

    Match

    Select one of the following:

    • AnyPartOfField

    • WholeField

    • StartOfField

    Search

    Identify the direction you want to search through the list.

    • Down

    • Up

    Match Case

    Select this checkbox to locate records that match the case you entered in the Find What text box.

  4. Click Find Next.

    • If a matching record is found, the first row matching the criteria is highlighted.

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    • If no matching records are found, a message appears. Click OK, and revise your criteria.

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  5. If applicable, continue to click Find Next until you find the matching record.

  6. To close the Find dialog box, click Cancel.

Sorting data in a grid

You can sort the entries by one or more columns, and in ascending or descending order.

image3 See it in action

Sorting entries by one column

You can easily sort the rows according to the entries in a particular column.

  • Click the column heading.

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    The arrow indicates the list is sorted alphabetically by Equipment Type from A-Z.

  • Click again to reverse the sort order.

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    The arrow indicates the list is sorted alphabetically by Equipment Type from Z-A.

Sorting entries by multiple columns

You can sub sort the rows according to the entries in other columns.

  • Hold SHIFT and click to sub sort on other columns.
    You can sub sort on as many columns as are appropriate.

  • Hold SHIFT and click again to reverse the sort order on a particular column.

    This sample represents data that is sorted by From State, and then sub sorted by From City.

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