Epicor 101: Grid/List View Tools

Epicor provides per user (Personalizations) Grid/List View Tools to ease data readability and data analysis in Grid/List Views that are included in each program within the Epicor Application.  The following Grid/List View Tools are covered in this document:

• Moving  & Adjusting Columns
• Adding & Hiding Columns
• Summary Options
• Group By
• Column Filters
• Sorting
• Split Grids
• Copy To Excel
• Save Layouts

Moving & Adjusting Columns You can adjust the columns into the sequence you need. You can, for example, move the columns you want to see the most towards the left side of the column, so they automatically appear when you first view the grid.

1. In any Epicor program select a List tab that displays the data in a grid.
2. To move any column, click on any column header and drag the column header between other column headers and release the mouse button to ‘drop’ the column in that location.  Arrows are displayed to assist with indicating where the column will be placed if released.
3. To adjust the width of any column:
   1. Click and drag on the column border of a column header you would like to adjust. A resize cursor is displayed to assist with adjusting the column width.
   2. To resize any column width to the maximum width of the data in the column, double click on the boarder of a column header. A resize cursor is displayed to assist with adjusting the column width.

Add & Remove Columns You can also modify which columns are displayed in the List view.  To do this, you activate Personalization Mode from the Tools Menu. From the Control Properties windows you select the List control and select the columns you wish to show or hide from the Columns drop down.

1. From the Tools menu, select Personalization. The Control Properties window displays.
2. Navigate to the Grid view you wish to add or remove columns from and click on the Grid.  The Control Properties window now displays the properties for the selected grid.

4. Click in the Columns field to display the Drop-Down Arrow button. The Column Properties window displays.
5. Click on the Caption column header to sort the grid columns alphabetically.
6. Using the ‘Hidden’ column select or deselect the columns you wish to hide.
7. Click outside the Column Properties window to close it.
8. Click OK. The Control Properties window closes. The grid now displays the personalization changes you made.

Show Summaries By right-clicking ANYWHERE in the List/Grid View opens the List/Grid View Context Menu. From the List/Grid View Context menu you can enable many of the List/Grid Tools, such as Show Summaries.

1. Right Click ANYWHERE in a List/Grid View to open the List/Grid View Context Menu.
2. Select ‘Show Summaries’ to enable Summaries.
3. Now any NUMERICAL value will have a sigma sign; ∑ in the column header. Select the sigma to display and select the Summary function(s) to be performed on that column and select the ‘OK’ button. Summary options include:
4. Average - This calculates the average value for each record.
   • Count - This displays the number of values that display within a column.
   • Maximum - This is the highest value listed in a column.
   • Minimum - This is the lowest value listed in a column.
   • Sum - This is the total amount of a column.
5. Scroll to the bottom of the list.
6. The summaries selected now display the summary values.
7. The column width may need to be adjusted to view the entire value.

Show Group By Most List/Grid Views offer Show Group By functionality that allows you to group the records in the list by a specific column.  If you are also using Summaries, each group will also be summarized.

1. Right Click ANYWHERE in a List/Grid View to open the List/Grid View Context Menu.
2. Select ‘Show Group By’.
3. Now above the grid a light grey area appears that says ‘Drag a column header here to group by that column.’
4. Click and drag the column to be grouped to the area above the grid view. Arrows are displayed to show where the column will be dropped.
5. Now the rows have collapsed to groups with plus symbols next to each group (+). To view the detail rows of that group select the plus sign.
6. Nested groups can be achieved by dragging and dropping other columns into the Group By area above the grid.
7. Remove any group by columns by dragging the column from the Group By area into the grid area, anywhere. The column will snap back to it’s original position.
8. To disable the group by, right click anywhere in the List/Grid View and deselect ‘Show Group By.’

Show Grid Filters By enabling Show Grid Filters you may then filter the list by any value in any column.  You may also specify a custom filter by selecting ‘(Custom)’

1. Right Click ANYWHERE in a List/Grid View to open the List/Grid View Context Menu.
2. Select ‘Show Grid Filters.
3. Now each column header includes a filter symbol’
4. By clicking on a column’s filter a drop down of all the values in the column.
5. Select a value from the drop down list to filter the list to only display the rows with that value.
6. Select ‘(All)’ to display all values for that column.
7. Grid filters can be applied to multiple columns at the same time, which act as an AND logical operator.
8. More complex filters can be applied to each column by selecting the ‘(Custom)’ option from the drop down.
9. The ‘Custom Filter’ window is displayed and a complex filter can be built for each column.
10. To disable all grid filters, Right Click anywhere in the List/Grid view and deselect ‘Show Grid Filters’

Sorting You may sort by any column by clicking on the column header.

1. Click the column heading (field) by which you want to sort data.
2. An up or down arrow displays in the column to indicate if the records are sorted in ascending (up) or descending (down) order. If the records are not sorted in the order you want, click the column heading again to change the sort order.
3. At any time you may clear the Grid Filter by selecting ‘Clear Grid Filters’ from the Grid Context menu.

Split Grids If there are numerous records in a grid, you can split the grid into separate grids to minimize scrolling.

1. To set up a split grid, place your cursor near the top of the vertical scrollbar.
2. When the cursor changes to a bold horizontal bar at the top of the grid, hold the mouse down and drag it down onto the grid to where you want to split the grid.
3. At that spot, release the mouse, and the grid splits into two separate grids, each with its own scrollbar.
4. To split the grid vertically, select the vertical scrollbar instead.
5. To remove the split grid, drag & drop the grid split back to the original position.
6. Grids can be split as many times as needed.

Copy To ExcelIf further data analysis is required you may copy any grid to Excel by selecting the ‘Copy To Excel’ option from the Grid Context Menu.

1. Right-click ANYWHERE in the Grid and select ‘Copy To Excel.’
2. In a few seconds Epicor will Open Excel with the grid data displayed in Excel.
3. If any Sorts, Group By, Filters or Summaries were applied in the Epicor Grid, those attributes are also copied to Excel as well.

Save Layouts After making the desired changes to any grid you may save the grid changes as a personalization by selecting ‘Save Layouts’ from the Grid Context Menu. It is recommended that after saving a Grid Layout that you navigate back to the tab you wish the form to open on by default and select ‘Save Layouts’ from the Tools menu.

• The Grid Save Layout saves the grid layout.
• The Tools Menu ‘Save Layout’ saves the form & tabs layout.

1. Right-click ANYWHERE in the Grid and select ‘Save Layouts’
2. The Grid Layout is now saved to your Epicor Account as a Personalization.