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--- versago3:dataview_display [2022/09/08 13:03]
dlee created
+++ versago3:dataview_display [2024/03/14 14:16] (current)
dlee [Field Display]
@@ Line 1: / Line 1: @@
-===== Field Display =====
+====== Field Display ======
 The page is used to define which columns are displayed in the data view, the order the fields are displayed, and to set various display options.
@@ Line 5: / Line 5: @@
 {{:versago3:dv_display01.png?direct|Field Display}}
-  * The **Visible** checkbox indicates if the column is to be displayed in the report. When the checkbox is selected (the default) the column is displayed. Use of this setting is helpful when you have columns that are used for filtering and linking but do not need to be displayed.
+  * The order of the fields can be changed via drag & drop
+  * The **Aggregate** option provides a way to automatically display count, average and sum totals.
-  * **Name** shows the column name from the source query and data type provided from the data selection. It is provided for information only and cannot be changed.
+  * **Group By** causes the output to be automatically grouped for each unique value in the selected data.
+  * **Display Type** identifies how the data in a column should be interpreted for presentation.
-  * **Display Field Name** is what the user sees when the report is displayed. The default value is the “Name” when the report is created. The display name is almost always changed to something that will make sense to the end user.
-  * The **Display Title** option provides a way to suppress the display of the column name in the report. When the checkbox is selected (the default) the column header is displayed. If the checkbox is cleared the column header is not displayed.
-  * The **Total** option provides a way to automatically display page and report totals for numeric columns.
-    * When this option is selected, the page total of the column is displayed at the bottom of each page, as well as the report total.
-  * The **Display Order** column indicates the sequence in which columns are displayed and can be used to change the display order. See the //**[[changing_report_column_order|Changing Report Column Order]]**// section for more information.
-  * **Group** causes the output to be automatically grouped for each unique value in the selected data.
-    * Only one value can be marked as “groupable.” A message is displayed when moving to the next step if multiple grouping items are found. The message indicates which item will be used for grouping.
-    * The grouping set in the report definitions can be removed when the report is executed but cannot be changed by the user.
-  * **Sorting** allows columns to automatically be sorted when the report is executed.
-    * Options are ascending and descending. Select the desired option from the drop-down list.
-    * Sorting is applied based on the display sequence of the columns. You may need to change the display sequence to get the sorting you desire.
-      * If no sorting option is selected, the data is presented in whatever order it is read from the database.
-  * **Type** identifies how the data in a column should be interpreted for presentation.
-    * Depending on your needs, the Type may need to be selected manually from the drop-down list.
-      * Keep in mind that some types may not make sense for use with specific types of data.
-There are nine **Types** available. Their use depends on the type of data being reported. Usage is outlined in the following table.
-^**Type**^**Used with Data Type**^**Additional Information**^
-|None|Default|Values are displayed as the are found in the database|
-|Decimal_2 |Numeric|Numeric values are displayed with two decimal places.|
-|Currency|Numeric|Numeric values are displayed in a currency format based on the selected localization. See **Note 1** below.|
-|Date|Date or DateTime|Displays date values based on the selected localization. See **Note 1** below.|
-|DateTime|DateTime|Displays date/time values base on the selected location. See **Note 1** below.|                                                                                                                                                                        |
-|Email|Text|The data is treated as an email address and presents a “link” with the value. Clicking on the link opens the default email client on the user’s device and passes the text as the “To” address.|                                              |
-|File|Text or Binary|This option presents a link that causes the system to attempt to download the file to the user’s device. See **Note 2** below.|
-|Image|Image Binary|Used to display images in the report|
-|URL|Text|The data is treated as a URL and presents a link with the value. Click on the link opens the default browser on the user’s device and passes the URL to the browser.|
-  * **Thumbnail Size** determines the size of thumbnail images presented in the report.
-    * This option is only displayed when the __type__ of **Image** is selected.
-    * Options are 45 or 65 pixels.  45 is the default.
   * **Localization** is used to adjust the formatting of date, datetime, and currency __types__.
-    * This column has a drop-down list of formatting options for the data type. This allows the presentation to be easily tailored to different locations. The current culture designation is for this value in this report. It cannot be set to change based on the user. So, a user in the United States and a user in Great Britain will see whatever format is selected even through their local cultures use different formats.
+  * **File Name** is only accessible when the data type of the column is binary, blob, or varbinary .  See **Note 1** below.
-  * **File Name** is only accessible when the data type of the column is binary, blob, or varbinary .  See **Note 2** below.
+<WRAP center round info 80%>
+Users will be able to sort by clicking column heading. Multiple column can be sorted by using the CTRL key
-  * Numeric values can be used to present **KPIs** (Key Performance Indicators) markers. See the //**[[Defining_KPIs|Defining KPIs]]**// section for more information.
+</WRAP>
 **Note 1**
-If you need to report date and time values in a specific format that cannot be set by the __localization__ options it may be necessary to use the SQL Convert function in the SQL Select for the report and present the value as a text value. More information on the SQL CONVERT function, and available formats, can be found here: https://docs.microsoft.com/en-us/sql/t-sql/functions/cast-and-convert-transact-sql.
+A Data View can display a file for download. The file can be stored in the file system or in the DB in a binary field
-**Note 2**
+  * **Disk Source Files** should be included by using the full path name in the field.
-Beginning with Versago v2.4 it is possible to download files on disk or files stored as binary data in a database.  The second option is primarily intended for files uploaded via a Versago form.
-  * **Disk Source Files** are identified using a full path name.
     * The source files must be in a folder location that can be accessed by Versago and Windows IIS. What this means is that files will typically need to be in a network share, e.g. "\\ShareName\FolderPath\FileName" and not in a typical file path like “C:\Data\FileName”.
-      * This information is contained in the report results and acts as a pointer to the desired file.
+      * The Display Type should be set to File
   * **Database Source Files** are identified by reference to specific records in a database.  The information provided below refers to files uploaded via a Versago form.
   * The data is found in a table named "TWBS_VGO_FormAttachments".  This table is found in the database where the data captured in the form is stored.
-    * Two values are required from the record: FileName and FileContent.  __FileContent__ is the binary data that will be converted for download.  __FileName__ is used as the reference to the binary data.
+    * Two values are required from the record: FileName and FileContent.  __FileContent__ is the binary data that will be converted for download.  __FileName__ contains the file name of the binary.
-    * When the data type of the column is binary, blob, or varbinary the __File Name__ field for the FileContent row presents a drop-down list of fields from the report query.  Select the column name that contains the associated file name.
+    * The Display Type of __FileContent__ should be set to File
-    * It is not necessary to display the __FileName__ value in the report, but showing the user the name of the file is typically very helpful.
+    * It is not necessary to display the __FileName__ value in the report, but showing the name of the file is typically very helpful.
 The **files in a database** approach does require that the __FileContent__ value is not NULL.  As it is very possible that a report row will not have a corresponding report to download, use the following SQ.  Setting FileContent to 0 when the database value is NULL allows the report to execute without errors.
@@ Line 81: / Line 38: @@
 In both cases, keep in mind that any user that has access to the report can download any file listed in the report. If certain files should be available to certain group(s) of users, different reports may be needed.
-===MIME Types (Technical Topic)===
+<WRAP center round info 80%>
+Video regarding files and Data Views
+</WRAP>
+====Highlights====
+Highlights are a simple visual cue presented when the data matches the defined conditions. Highlighs can be configured for any numeric value in a Versago Data View.
+{{ :versago3:dv_display02.png?400 |}}
+====Derived Fields====
+It is possible to calculate values at the time a report is executed and present them as a new column. This is done using the [**Derived Field**]button at the bottom of the page.
-Multipurpose Internet Mail Extensions (**MIME**) types identify the types of content that can be served to a browser or a mail client from a Web server. Since Versago is a browser-based application, any file types that may be downloaded must be defined to the web server.
+{{ :versago3:dv_display03.png?400 |}}
-The most common file types (PDF, XLXS, TXT, DOCX, etc.) are already defined in IIS (the Windows web server). The general process to add/maintain MIME types is described here: https://technet.microsoft.com/en-us/library/cc725608(v=ws.10).aspx.
+  - Enter the name for the new derived field
+  - Use the available functions to build your formula
+  - Click validate to check your syntax
+  - Save the derived field
-One MIME type that is not defined by default is for Outlook email messages. These files have the extension **.msg**. Specific steps to add this MIME type are found here: http://blogs.catapultsystems.com/rhutton/archive/2013/10/25/unable-to-open-outlook-message-file-in-web-browser-msg/.
+====Images in Data Views====
-====Calculated Fields====
+The following image formats are supported.
-It is possible to calculate values at the time a report is executed and present them as a new column. This is done using the [**Add Calculated**] and [**Update Calculated**] buttons on the “Field Display Details” page.
+  * PNG (preferred)
+  * JPG
+  * GIF
+  * BMP (not recommended)
+Each image must be provided in four (4) sizes.
-{{  :versago:reports10.png?400  |}}
+  * 45 x 45 for thumbnail image
+  * 65 x 65 for thumbnail image
+  * 250 x 250 for mouse-over (hover) image
+  * 1024 x 1024 for on-click (large) image
+Images are held in the folder C:\Program Files(x86)\TWBS\Versago\WebApp\SiteImages.
-See the **//[[Calculated_Fields|Calculated Fields]]//** page for more information.
+<WRAP center round info 80%>
+Video regarding images and Data Views
+</WRAP>
-====Images in Reports====
-Go **//[[images_in_reports|here]]//** for additional information on using images in reports.
 ----

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