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TCDrillDown Plugin - Customise Data

Article Index

Page 4 of 6

Customise Data

Sort Transactions Sequence

All the data is by default displayed ascending; from the smallest to the highest value (e.g. a-z or 0-9) according to the Period (e.g. April, February, March, etc.).

To change the sort order from ascending (e.g. a-z or 0-9) to descending (e.g. z-a or 9-0) select a column and click on it. If you click on the same column again, it will change back to ascending sequence.

Show / hide Columns

The DrillDown displays all the columns (except the Transaction No., Batch No., Debit Tax and Credit Tax columns) by default. You may select only those columns you need to see.

To configure columns:

  1. Click on the Options → Columns menu. The Visible Columns screen is displayed:

  2. Select the following options, if necessary:

    1. Show / Hide Columns– You may deselect (remove the tick) the columns which you do not wish to view by simply removing the tick from the selected column.

       

      You may click on the All button to select all columns.

      To clear all remove all the columns, click on the Clear button. You may then select place a tick only in those columns to be displayed in the DrillDown.

      To select (tick) or deselect (remove the tick), you may use the Spacebar and use the Down and or Up keys to select a column.

    1. Sequence – Should you wish to change the sequence in which the columns are displayed, you may click on the or buttons.

  3. Once your selection is finished click on the OK button to apply these changes to the data in the DrillDown.

 

Move Columns using the Mouse:

You may also click on a column and drag it to the right (or to the left) to change the sequence in which you prefer the columns to be displayed.

Remove Columns using the Mouse:

If you wish to delete or remove a column, simply click on the column and drag it down and leave the mouse button.

 

Filter Options in Column Headings

While viewing and analysing the data you may sort and filter the data, in each column of the active or loaded table. To do this, select the column and click on the down arrow. A list displaying the data, as well as an All option and a Custom... option in the selected column will be displayed.
For example, the Reference column (i.e. SREFERENCE) of the Transaction table (i.e. TRANSACT) will display as follows: 



The filter for this column (as per example) will list all reference numbers as entered in batches (journals) example, the reference for balancing entries (i,e, 8 asterisks ********) Reference column (i.e. SReference) of the Transaction Database table (i.e. TransAct.DB).