Customizing views - The FlexyView Grid

The FlexyView Grid offers a range of options to make your data easy to navigate, analyze and report.

Add/remove columns

Quickly add any columns you might need using the Column Map. This is very easy way to display exactly which properties you need.

The Column Map:

  • An overview of your current column setup (what is displayed vs what is not)
  • Double-clicking on any column in this list will immediately jump to that column in the grid. 
  • Easily add/remove columns and edit column settings.

Double-clicking on any column in this list will immediately jump to that column in the grid.


1 - Type the beginning of any related column (ex. mail) and all related items will appear.

2 - Pink items indicate those that are not currently displayed in your grid. (This is also confirmed by the 'Displayed' column).

3 - Edit buttons open the settings for each column allowing you to customize their properties to your needs.


Filter, sort & grouping

The Sort/ Filter tab provides various options for this:

Sort & Filter

Alphabetical sorting and a quick filter are readily available.

Extensive filter options are also provided for values, regular expression, text, number, date, time, cutoff date/time, etc... 

Also provided are options to exclude empty cells, clear filters and hide selected rows.

Grouping

Grouping is a special feature of the FlexyView Grid allowing you to categorize the entire grid by any property, on the fly. 

Simply drag any column headers up into the grouping zone.

In this example we can see all groups by type, their group name, and finally which are Teams.

We can also see how many items are within each category.


You can do this with as many sub-levels as you like, to re-order them as needed. For example, you could first show each department and all usernames within. Then instantly flip that to check which usernames appear in more than one department.  

If you are searching for a string in a grid with categorizations using the 'Find' feature, make sure to expand all groupings first. 


The Grouping tab

Furthermore the grouping headers can be set to display things like totals, or any other relevant result.

The grouping tab provides buttons for these settings including:

  • Group format - options to change the way that values are displayed in all group header rows
  • Totals - how each category header displays totals as well as the type. Examples are Sum, Average, Count, Count but exclude empty cells, etc..




Add comments

Add or edit your own comments to selected rows:


Comments are persistent and can be set to public so others can see them (for example among a team of admins).

A history of all past comments is visible in edit mode.

Expressions can be evaluated as formulas, and column values from the same row can be referenced via their unique ID (found in Column Settings) prefixed with # b(e.g.#displaytName).


Export or copy/paste

There are many ways to export and report what is displayed in sapio365.

Copy/ Paste:

First, anything displayed can be simply copied & pasted to another program. Since this is rich text, anything you copy will be pasted as-is.

This means you can set up a custom display of groupings and expanded or collapsed headers, and copy this as-is to your external program.   

Export:

Export the grid's content to various file formats.

This option is grid-specific and will only include the selected data of the grid within which the export is initiated.


Analysis tools

The Global tab provides a range of tools for more advanced analysis such a charting, pivot table finding duplicates, comparison and statistical operations.

Charts

Build summarized reports of the data in your current grid.

Choose among various chart types and display options including pie, bar, graph etc..

Pivot

Build a pivot table from the data displayed in your current grid

Compare Column Values

Identify which items match, which do not, and which are missing by comparing cell values of multiple entries in the grid.

Show Duplicates

Shows the number of times identical values occur in a selected column, and per category.

Example: The number of times the same department name appears within each country.

Statistics

Perform a variety of statistical calculations for a data set defined by your currently focused column.


NEW - Views in the FlexyView Grid

Views in the FlexyView Grid are a new addition in sapio365 2.1 that help you get to the information that matters quicker because of a cleaner, pre-arranged FlexyView Grid. Every sapio365 window has its own view list to choose from. Currently, you can find views in User, Groups, Files and Messages. More views will be added on an ongoing basis. Choose views from the drop-down list in the top right corner of the grid.

If the view you need is not among them, create your own!

Create your own FlexyView grid views

The FlexyView Grid is your means to show your data the way you want. Transform an existing view or start from scratch, you can save a new view after you add or remove property columns, sort them, filter them or categorize them. You can also move columns around, resize them, and format them.
For example, you can save a view that categorizes data by type, with sorted date/time columns displaying a friendly “X days ago” cell format.

Create and manage your custom views

Your view list may start growing beyond the readability of the drop-down menu – especially if you actively create custom views. Click on ‘Manage views’ to take inventory of your views.
Here you can delete views or edit their title and descriptions information and set the default view.