DataGrids - Getting Started

DataGrids are displayed on most pages of the platform, and it is what it says on the tin - it is a grid of data!

You can add, remove, and re-order columns and sort your data in the order that you want in order to display the information most useful for you. DataGrids have been applied to almost every section of the platform, meaning there is huge opportunity to leverage the information you need.

To learn how to use the Search, Edit Column, Filter, Bulk Edit and Export features of a DataGrid, click here.

For a video tutorial on DataGrids, click the icon below…

What are DataGrids?

A DataGrid is one of the core pieces of functionality of your accessplanit platform. DataGrids make up most of your accessplanit pages including your Courses page, Delegates page, Workflows page and Users page.

They are an excellent way of displaying, filtering, sorting and exporting your information.

Below is an example of the User Maintenance DataGrid:

The structure of DataGrids

DataGrids consists of the following:

  • Columns of data with clickable headings that allow the sorting of data in ascending/descending order. These columns can be rearranged in any order, and they will also stick to the top of the page as you scroll down.

  • Rows of data (if the DataGrid has any information in yet).

  • The following buttons at the top left hand side: Add, Filters, Bulk Edit, Export .

  • A search field at the top right hand side with two icons: Magnifying Glass, Down Arrow.

  • A Column Selector '...' icon at the top right below the search field. You use this option to select which columns of data you would like to be included in your DataGrid, and how the data is sorted.

To access more options for the data in your DataGrid, right-click on a row in the grid to access a context menu.

You will be shown a menu of options that allow you to view and edit information about that specific row. For example in the Users DataGrid, you would right-click on a User row to edit that User's information.

If you don't have the ability to right-click, for example if you're using a touch screen, you can click on the 'v' icon on the far right of the row instead.

Underneath your DataGrid you can see a number that displays the total records in the grid, and the option to change how many records display per page of the grid.

We recommend using no more than 100 items per page, as to maximise the speed of the platform.


On the bottom right is the current page number and the option to jump to another page.

 

What are Dynamic Labels?

Dynamic Labels are the labels in your DataGrid that you can use to jump to another area of the platform quickly. These can be identified easily by their blue text

In this example, you can jump to the course that a User is booked onto by clicking on the date of the course:

You can then Preview, Edit or view the Course in the Courses DataGrid:



FAQs

Why are some columns not available in my DataGrid?

Each DataGrid is linked to a specific table of information; some are course-based, some are User-based, some are Trainer/Resource-based, and each DataGrid has its own information that you can choose to include or hide as columns.

If there are any columns that you would like to see within a DataGrid that are not currently available, please log a product suggestion for this here.

What are Smart Grids?

Smart Grids contains Delegate related DataGrids. Within this section, you will be able to manage all Delegates within your platform as well as managing Awards and viewing historic bookings. For more information on Smart Grids, click here.