Report Item: Detail Data Grid

Displays a customizable grid of data, populated with selected Evaluations, Observations, Ranks, Scores, Survey Evaluations or Roster. Use the Detail Data Grid to display a larger number of variables, evaluation or score (especially when you don’t know how many there could be). This grid allows for more data source options and more filtering flexibility than the Data Grid, and results in an unknown number of rows (i.e. each row is a data point).

General Options

• Columns … select how many columns (up to 4) for display.

Grid Options

• Data Source …
  • Evaluations
  • Observations
  • Ranks
  • Scores
  • Survey Evaluations
  • These next items are available in the Custom Person report only:
    • Job/Position Activity
    • Job/Position Details
    • Job/Position Responsibilities
• Person filter options …
  • As Target Only
  • As Evaluator Only
  • As Target or Evaluator
• Text to display when no data exists
• Show result count … displays a total number of rows/records displayed.
• Hide when empty (no data) … does not display is there is no data. 
• Limit result count … limits the number of rows/records displayed.
• Group records together … when enabled, this groups similar rows/records together into a single row/record, and a Summary dropdown becomes available, when adding Fields, to perform an aggregate function on those grouped rows/records:
  • Sum
  • Average
  • Count
  • Max
  • Min
  • Standard Deviation
• Allow Export to Excel … Displays an icon in the top right to export the displayed grid. Provide a default name for the exported file.
• Sorting … add one or more Sort Fields, select which direction they should sort, and in what order.
• Allow end-user sorting … allows the viewer to sort the grid by clicking column labels. (Note: this overrides the individual column options).

Under Columns, begin by clicking ‘Add Column’.

• Select a Field from the drop down.
• Enter a Label to be displayed (or change the one provided).
• Select a Summary method (if Group records together is enabled),
• Width (optional) … specify the width of the column.
• Type … This enables grouping of rows in multiple ways.
  • Default … A normal field (no grouping).
  • Row Group …Used to formulate a grouping of data. You can have 1 or more different fields defining a Row Group. The unique combination of values will determine how the data is broken up. Row Groups are formatted with a dark grey background.
    • Visually, a Row Group section for a unique set of values will be displayed above the first row that represents the grouping.
    • For example, if you wanted to separate the data by a descriptive named Rank, the data would first sort the data by Rank, and display a header row above each variation of Ranks. The Rank field would not be displayed with the other fields, but rather above the first row that contains the value.
    • You can customize the look, but by default, it’ll show the unique values separated by a dash (-). The format options include all the pseudo html elements available in other visualizations.
  • Detail …Any selection here will highlight the value into its own row following the data row. This is useful for comments and other data that might work better with more room. There are several options to display the values. Detail rows have a lighter grey background.
• Alignment … select vertical and horizontal alignment.
• Determine whether the column should be sortable.
• Options …
  • Date or Number formatting options may be available.
  • Expressions … You can select up to five Expressions, which allows for additional display options.
    • Once selected, the Expression editor becomes available, where you can add from a list of functions and fields, and include HTML formatting or concatenate multiple fields together. When concatenating fields, be sure they are of the same data type (i.e. both are text, or both are numeric).
      In the editor, click the blue +Add button to add a function.
    • For functions that retrieve a descriptive or score value, once you’ve selected the function, you’ll need to replace ‘Enter Variable Here’ or ‘Enter Name Here’ with the desired data point, such as ‘AutoTag’ (be sure to include the single quotes).
    • Click Save.
• Links (optional) … link to additional reports using the link button.
• Conditional Formatting (optional) … apply conditional formatting of the column cells by clicking on the paint brush button.
• Arrange the columns in the desired order and click Save.

Under Data Filters, begin by clicking ‘Add Criteria’.

• Select an item from the Field drop down, and Operator and a Value to filter down the list of items that will be displayed.
• Click Save.

Formatting Options

• Column Headers … display or hide.
• Overall Header … provide the text, size, text color and background color.
• Data Row Formatting … provide the text size, text color and background color.
• Row Groupings Format … Row Groupings Format is used to display the column(s) with type: Row Group. These values will display on a single row above the group of rows that match the unique group.
  • You can reference the fields using the bracket notation [Field1], [Field2] or by dollar sign/number ($1, $2, $3) where the number is the index within the row group collection. Use of Pseudo Html codes is supported. If blank, the default is “[Field1] – [Field2]”, etc
  • The Row Groups can be anywhere within the main column list, and the number refers to where a row group is in relation to other row groups. For example, if the columns were: RowGroup, Default, Default, RowGroup, Detail, you could refer to the 2nd row group by using $2.
• Detail Row Display … Used to display the column(s) with type: Detail. These values will display on a single row below the main data row.
  • Default … Shows the value only.
  • Value Only
  • Label: Value
  • Label {Linebreak} Value
• Auto-Collapse Detail Row … Off by default.
• Detail Row Formatting … provide the text, size, text color and background color.
• Striped rows … alternates the background color of rows between gray and white.
• Border style … Bordered or Borderless
• Width … 1 to 5
• Color
• Row conditional formatting … enables highlighting of the entire row based upon a selected field (column) and formatting rule.
  • For example, you can select “Value” as the Row Formatting Field, and set a rule so that when the value is greater than 4, the background of the row can display green, and if the value is less than 1 it will display red.

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Version(s): GideonSoft 2021 Release 2 and later