Throughout Genota information is displayed on panels in a grid similar to a spreadsheet application. This method of displaying the data provides many advantages due to the flexibility in which information can be viewed. To demonstrate the functions available the Person Analysis View is used.

 

1. Display and Hide Columns

 

2. Reorder Columns

 

To reorder columns press and hold down the left mouse button over the column header, then while holding the button down drag the column into the position required.

 

3. Sort Columns

 

To sort a column click select the Column Header. A triangle will display to the right side of the Column Header of the current sort column. The arrow head will display the direction that the column is sorted. Click select the Column Header once more to re-sort the column in the opposite direction.

 

4. Additional Options

 

Three (3) options in addition to those on the Module Bar are available in most views. These options are only available from a popup menu accessed by pressing the right mouse button when the cursor is over a grid panel.

The options shown below the line are view specific and are detailed with the description of the view.

 

4.1 Group Information (Show/Hide Group by Box)

 

Information can be grouped by values within columns.

 

The number of levels is only limited by the number of columns in the view.

 

To group information first select Show Group Box from the popup menu to display the GROUP BY BOX (the large box like area directly above the columns). Press and hold down the left mouse button when over a column header, then while holding the button down drag the Column Header into the Group Box. The illustration below shows a two level grouping. This is achieved by dragging the two (2) columns Event and Location into the GROUP BY BOX.

To ungroup columns, simply drag the Column Header back onto the Panel.

 

Select the popup menu option Hide Group Box when finished.

 

 

4.2. Filter Columns (Filter Panel On/Off)

 

Information in selected columns is capable of being filtered to select records by user defined criteria. To filter items first select the FILTER PANEL ON option from the popup menu to display the Filter Bar as shown below.

 

Click select the Customize... button to display the FILTER BUILDER.

 

Enter the filter parameters as required then click select the OK button to activate the Filter.

 

When a Filter is active the text at the right of the Filter Panel defines the active filter. To remove the filter, uncheck the box to the left of the filter definition.

 

Select the popup menu option FILTER PANEL OFF to hide the Filter Panel.

4.3. Cell Select Mode (Enable/Disable Cell Selection)

 

Cell select mode switches changes movement with a grid panel from being row based to cell based, similar to a spreadsheet. When Cell Select Mode is ON individual cells with a grid may be edited (varies with Module and View) or selected for other uses. The two primary functions of the Cell Select Mode are :

 

 

Copy Information to an External Application

 

If a need arises to copy panel information to an external application such as spreadsheet or word processor select ENABLE CELL SELECTION from the popup menu to place the panel in Cell Select mode.

 

Identify the information required and while holding down the left mouse button select the group of cells to be transferred. When the range of cells required has been selected, press CTRL-C to copy the cells to the clipboard for pasting to an external application. If pasted into a spreadsheet the column headings and layout will be retained.

 

Rows may be selected by selecting the first Row, pressing the SHIFT Key and then selecting the last Row.

 

Select the popup menu option DISABLE CELL SELECTION to return the panel to it's native mode.

 

Tagging Notes

 

Select ENABLE CELL SELECTION from the popup menu to place the panel in Cell Select mode then click in the TAG column alongside the required Note to place a check the TAG box.

 

When all records have been tagged select the popup menu option DISABLE CELL SELECTION to return the panel to it's native mode.