Create, Edit or Delete a Data Activities Table

Activity Steps

  1. Open the Activity Data Tables screen. You can do this via the Report panel or the Planning ribbon (Report >> Data Tables).

  2. To create a new data activities table:

    1. Select +.

    2. If required, change the default data table name by typing a new one.

  3. To create a copy of an existing table:

    1. Select the table to be copied to highlight it in yellow.

    2. Select Copy.

  4. To delete a data table:

    1. Select the table to delete.

    2. Click Delete. This cannot be undone.

  5. By default, all data columns of your schedule are shown in the table. Enable or disable table columns using the Fields list, shown on the right of the main table by default (but can be repositioned - see Configure Pivot Table Formatting).

  6. To change the sort order of the table:

    1. Right-click a table column header and select Sort ascending or Sort descending.

      Tip: You can also reorder the columns in the table by dragging and dropping them to new positions. This configuration is saved for next time.

  7. To group the results of the table by common values in a column:

    1. Right-click a table column header and select Group by this column.

      Table rows are segregated into groups, with each group containing the same value of the selected column. For example, you can group your results by design type or description, for example.

    2. If the table already shows grouped results, you can ungroup data by right-clicking the grouping attribute header cell and selecting Ungroup.

  8. To filter the results shown in the table using a complex filter:

    1. Select the Filter Editor option at the bottom of the table:

      The Filter Editor displays.

    2. Click "+" to create a dummy filter:

    3. Click the orange item to pick an attribute from your schedule table.

    4. Click the blue item to select an operator.

    5. Click the green item to enter a value condition, or use the drop-down error to select a valid value.

    6. If multiple expressions are required, choose how they are applied using the dark blue button (default = "And").

    7. Click OK to apply the filter expression(s) and return to the data table.

      The table reappears with an additional filter indicator at the bottom, for example:

    8. Toggle the defined filter on or off using the associated check box.

    9. If the filter is no longer needed, delete it using the "X" in the tooltray:

  9. To filter the results shown in the table using data header filtering:

    1. Hover over a table editor until the small filter icon appears.

    2. Click the filter icon.

      The Filter Values popup displays.

    3. Check or uncheck the unique values listed below to instantly filter the schedule table.

    4. For a rule-based filter, select the Filter Rules link.

    5. Select a comparator from the drop-down list.

    6. Select a value/condition from the lower drop-down list.

    7. Click OK to apply the data header filter to the table.

  10. To change the formatting of data, row or column attribute values:

    1. Right click the attribute in either the data, row or column header area.

    2. Expand the Formatting menu.

    3. Select General to reset the value display to its default.

    4. Select Number to increase or decrease the number of decimal places used to represent numbers.

      Note: Decimal place settings have no effect on alphanumeric values.

    5. Hide or remove the numeric thousands separator, if appropriate.

  11. To reload the data object associated with data, row or column values, right-click the attribute button and select Reload Data.

  12. If required, format your tabular report by defining rules.

  13. If required, export pivot data in comma-delimited format (for example, to Excel).

Related Information and Activities