How to Add Grid Fields to a Table Report
Grid fields are an essential tool for structuring data in records, be it financials, goals, or schedules. However, incorporating them into reports can be a bit tricky. In this guide, we'll explore two methods to seamlessly add grid fields to your table reports.
1. Using a Pop-up Template
When to use this method: This is ideal if the data you want to display benefits from a structured graphical view, as it retains the grid field format.
- Maintains the structured view of grid fields.
- Multiple grid fields can be added to a single template.
- Can become tedious if you need to edit a lot of data across multiple records because of constant clicking in and out of pop-ups.
- The entire grid field is displayed, which might not always be desired due to security concerns or relevance.
Create the Pop-up Template: For our example, we'll include just one grid field, but you can add more if necessary.
Set Up the Action Field: This should be classified as an 'Open Pop-up Template' action. Ensure the graphic appropriately represents the content.
Integrate into Your Table Report: Simply add the action field to your report.
View in Workspace: Once added, you'll see the grid field in your workspace like so.
2. Using the 'Add Grid Field Data' Option
When to use this method: This approach is best for large datasets that require frequent editing, especially when the data can be displayed in a single horizontal line.
- Ideal for editing large quantities of data.
- You can display specific rows or columns without showing the entire field.
- Not suitable for grid fields with numerous cells since you might have to scroll horizontally to view fields spaced far apart. In contrast, pop-ups provide a consolidated view.
Navigate to Your Table Report: Once there, click on the 'Add' option at the bottom. Select 'Add Grid Field Data': This action will open a menu.
Choose the Grid Field: Here, you'll select the grid field, the dataset or subfield, and the specific ID. For example, I'm adding 'Profit' and 'Revenue' figures.
View in the Table Report: After adding, you can see the grid fields integrated into your report.
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