Steps to view Courses that you have updated

Related Help Guide Pages

Learn how to view the Courses you have updated

Filters are a great way of narrowing your search criteria to only view Courses that are relevant to you that were last updated. By doing this, it allows you to focus on the Courses you are directly responsible for, making it easier to stay organised. By limiting your view, you can efficiently manage updates, monitor performance, and ensure that your Courses are ready to go.

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Follow this page to learn the steps for filtering your DataGrid to only see the Courses you have updated

(blue star) Add a Filter to the DataGrid

This step will walk you through how to apply filters to your platform DataGrids to limit the results to just those you need to be able to view and action.

To view all relevant Courses, you will follow these steps:

  1. Create a new DataGrid Filter so you can view all relevant Courses

  2. Save the Filter for use again in the future

  1. From the Main Navigation Menu, select ‘Courses’ and then either ‘Class Course’, ‘Web Course’ or ‘eLearning’

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  2. This will open the relevant DataGrid

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  3. From the DataGrid, select the ‘Filters’ button and then click on the ‘+ Create New’ option from the top right of your DataGrid

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  4. Consider how want to filter your DataGrid to limit the results that are shown to you, and what settings may be required for this. For example, in this case, you only want to see Courses that are relevant to you and the ones you last updated, think about what time period you would like to view your Courses in and whether or not you are looking for a specific type of Course.

  5. Use the filter options to define the conditions of your new Filter

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Top Tip!
Above shows Courses Created By a certain ID and the Last updated date for those Courses in the Time Period of Last 7 days.
This will show all Courses created by Hermione Lancaster where the Last updated date was in the last 7 days. The ‘Period’ filter can be changed to the future, in the last week, in the last quarter and so on, you can amend this filter at any time.

Please see Common Filter settings for more information.

 

  1. If you would like all of the conditions (each row of your filter) to be met for a result to appear in your DataGrid, leave the ‘All’ option set in the toggle button 'Where the results meet all/any of the conditions

    All toggle selected

    If you would like any of the conditions (any row of your filter) to be met for a result to appear in your DataGrid, click the ‘All’ option to change it to ‘Any’ in the toggle button 'Where the results meet all/any of the conditions.

    Any toggle selected

    For example, if you have multiple settings

    • When the ‘Any’ option is set within the filter, Courses will show if they do not have a Created by ID OR they were not in the time period selected

    • When the ‘All’ option is set within the filter, Courses will show if they do not have a Created by ID AND they are in the time period selected

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  2. Click the ‘Preview’ button to check that your filter works as you expect! If no results show, you may need to tweak your filter settings as there may not be any data available to view  

    preview button

     

  3. This will show you the filtered data within the DataGrid

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  4. If you would like to save your filter for future use, provide your filter with a name and click on the 'Save' button

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  5. If you have saved your DataGrid Filter, it will have been added to your filters bar which you can toggle on/off by clicking on it.
    Filter on (blue):

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    Filter off (grey):

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  6. Your filter will now be available for you to use, each time you open this DataGrid

(blue star) Export the Data (Optional)

Exporting the data from the DataGrid into Excel allows you to view and manipulate the data to suit you.

  1. From the DataGrid, you have created your filter following the steps above, select the Data you wish to Export, you can do this by using the ‘Mass selection’ checkbox or manually selecting the Courses you wish to Export

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  2. Once you are happy with the data you will be Exporting, click the ‘Export’ button at the top of the DataGrid

    Export button

  3. This will open the ‘Export’ form, where you need to fill in the required information

    Export form

    Rows -  This selector has three options:
    All Pages will export all the pages in the DataGrid
    Current Page will export only the current page of data selected on the grid
    Selected Rows will export only the rows that have the checkbox selected  (select this option if you only want to export the selection of data that you have filtered and selected)

    Format - This selector allows you to specify the output file format of the export, the options are as follows: Excel XLXS, Excel XLS. Word DOCX, CSV, PDF, XML

    Columns - This option allows you to specify the columns that are included in the export. Selecting 'Restore selected columns' will set the option back to its default and remove any columns you may have added or removed.

    File Name - This will be the name of the file once it has been exported.
    (NOTE: You cannot include the. symbol in the File Name as this will corrupt the file when saved)

    Headers - Allows you to specify if the header columns will be included in the export or not.

  4. Once you have defined your settings, click the ‘Export’ button

    Export button

     

  5. This will automatically download the data into the format you have requested. This usually appears in the top right of your web browser

    File downloaded

    The document will also be found within your ‘Downloads’ file within your File Explorer

    File within file explorer

Please Note

Each Excel cell has a character limit of 32,767. If you exceed the character limit in your export, the entire Excel page will fail to load. To avoid problems, keep the number of characters in your cell below the limit.

Exporting large DataGrids of data may slow your platform down or cause a timeout error. If this occurs, we advise exporting the information in multiple downloads and running your exports outside of busy periods.

(question) FAQ’s

Yes!, simply double click the filter to enter into ‘edit mode’ and then click the ‘delete’ option in the bottom right corner

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If you wish to ‘edit’ the filter, all you need to do is double-click on the filter name and this will open the filter settings again for you

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The filter name will go yellow when it's in ‘edit mode’