List Header

In your work on your project you might use any of a number of 'listing' reports in which information is organized in several columns. Such reports include the:

  • Package Browser
  • Diagram List
  • Model Search
  • Model Mail view
  • 'Feature' dialog, 'Attributes' and 'Operations' pages
  • 'Testing' and 'Maintenance' tabs of the 'QA Reports and Metrics' view
  • The Gantt View
  • The Project Management windows

In these reports, you can quickly and easily reorganize the sequence and combination of columns to present the information in the most appropriate format to suit your needs, and filter the data according to the values of the text strings displayed in the column fields.

Reorganize layout of display

Tool

Description

View Header

The View Header defines the columns of information that are presented by the report, and the order in which data items are presented.

To review the column headings:

  • Right-click on the header and select the 'Field Chooser' option; the 'Field Chooser' dialog displays

You can use this dialog to add columns to or remove columns from the output; between them, the View Header and 'Field Chooser' dialog show the full range of column headers available.

To add a column heading to the View Header:

  • Drag it from the 'Field Chooser' dialog onto the header to the position you want the column of data to display
  • When you have selected the column headings you require, click on the red cross in the top right corner of the 'Field Chooser' dialog to close it

To remove a column from the output:

  • Drag the column heading downwards out of the View Header

To change the sequence of columns:

  • Drag the required column header left or right, as appropriate

Value Grouping

For most reports, and if the Package Browser or Diagram List does not have the 'Show Element Hierarchy' option selected, you can organize the reported data according to the value of one or more of the column categories (this facility is not available in the Package Browser if the 'Show Element Hierarchy' option is selected).

You might organize the data by 'Type', and within each 'Type' by 'Name'; if you then click on any other column heading, the data within this grouping is further sorted with the values of the selected column (for example, 'Created') in ascending or descending order.

To set up the value grouping, drag the column heading representing the primary grouping (such as 'Author') onto the 'Drag a column header here to group by that column' field.

Now drag the column heading for the next level of grouping (such as 'Status') to the right of the first heading; the two heading titles display as connected blocks, as shown:

You can, if required, add further levels of grouping by dragging other column headings onto the hierarchy (such as 'Created'), and restructure the order by dragging existing or additional headings into the level you want them to hold.

For example, you could make 'Type' the secondary grouping by dragging it to the right of 'Author', or drop 'Status' between 'Author' and 'Type.

To remove a grouping level, drag the appropriate column heading out of the sequence and below the View header; any subordinate groupings move up a level.

Filter Bar

The Filter Bar displays underneath the column headings; you can hide or show it using the Toggle Filter Bar context  menu option on the column headings.

The Filter Bar consists of a row of fields, one field per column; as you type a value into one of these fields, the item lists are automatically filtered to show entries with a value in the corresponding column that contain the text string in the field.

For example:

  • If you type the letter 'F' in the Filter Bar field under the 'Author' column, the results immediately reduce to entries for which the letter 'F' occurs anywhere in the name (Fred, Fitzgibbon, Rufus, Wolf)
  • If you then go on to type 'Fi', the results immediately reduce again to entries for which the combination 'fi' appears in the name (Fitzgibbon, Amalfi)

For reports and displays that identify the percentage completion of a task or piece of work, you can specify a percentage value or a range to display items that match that value. In the Filter Bar, in the field under the '%Completed or Complete' field, type:

  • <x to display items less than x percent complete; for example, <30 (all items less than 30 percent complete, but not those exactly 30 percent complete)
  • >x to display items more than x percent complete; for example, >30 (all items more than 30 percent complete, but not those exactly 30 percent complete)
  • x to display items exactly x percent complete; for example, 30 (all items exactly 30 percent complete)
  • -x to display items exactly x percent complete and less than that; for example, -30 (all items less than 30 percent complete and those exactly 30 percent complete)
  • x- to display items exactly x percent complete and more than that; for example, + 30 (all items more than 30 percent complete and those exactly 30 percent complete)
  • x-y to display items between x-1 percent complete and y+1 percent complete; for example 30-45 (all items between 30 and 45 percent complete, including those exactly 30 percent and 45 percent complete)

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