Configuring a Standard View

The data source fields available for the view appear in the navigator on the left; drag the applicable fields to the applicable section on the right. Note: The Date Generated field in the Incident source contains scheduled ticket information.

Adding Folders

To display a data source field as a folder on the left side of the view, drag the field into the Folders section. Any folders after the first folder will appear as a subfolder in the view.

Adding and Configuring Columns

Drag the data source fields that you wish to display as columns in the Columns section; columns listed will appear in order from left to right.

In the Header Text field, enter the text labeling the folder or column.

In the Null Text field, enter the text to appear when the data value in the view is nothing or zero.

The Yes/No Text field appears for data source fields that have a True/False value; enter the text to appear for the True/False values.

The Aggregate field will appear for date and number fields; you’ll have the option of specifying Sum, Average, Minimum, or Maximum. If any of these options are selected for a field, the applicable total calculated value for the folder will appear at the bottom of the view component as well as in view rows. Note that the calculated values that appear at the bottom of the view component will not be included in a view export.

Click Edit in the Column Format field to configure the date format, font and alignment of values in an entire column, and the format of values that meet specified parameters:

- The Data tab appears for date fields; use it to configure display of the day, month, year, and time.

- Use the Font Styles tab to set the horizontal alignment, font style, font color, and fill color for all of the data in the column.

- Use the Conditional Formatting tab to base data formatting on set parameters. Select the comparison method, enter the value to be used with it, and then select the font style, font color, and/or fill color. If a value meets the specified condition, it will display in the specified format. Formatting will not apply to hidden columns.

The Apply to Row option can be configured for more than one field in a row; if a row contains more than one field that meets its conditions, the formatting of the field that has the lowest column display order number will be used for all fields except those that have their own formatting. Entire row formatting only applies to fields that do not have individual formatting.

The Source field contains the original name of the data source field.

Sorting

Drag the fields on which the view should be sorted into the Sorting section, in the order (from top to bottom) in which the fields should be sorted relative to the rest of the fields in the view. Ascending

sorts field values in order from first to last/lowest to highest (alphabetically A-Z, lowest number to highest number, or in the case of Priority, Low to Emergency). Descending

sorts field values in order from last to first/highest to lowest (alphabetically Z-A, highest number to lowest number, or in the case of Priority, Emergency to Low). In this example, incidents are sorted first by priority and then by date created.

Filtering

Use the Filters tab to set parameters for minimizing the amount of data that appears in the view. Select the field for which data should be minimized; comparison methods applicable to the field will appear in the dropdown. Select the comparison method and then enter the value to be used with it if applicable. Use the Match <All/Any> field to specify whether you want every <field> <comparison method> <value> condition to be met, or any configured condition to be met. Use the Add Condition

and Remove Condition

icons to display and remove a <field> <comparison method> <value> condition. Click the Add Condition

icon if you wish to include another condition. You can use the Add Condition Group

icon to put a set of conditions to be evaluated together in a group.

Note: If a date field is selected, the Between comparison method does not include beginning and ending dates. The Current Week method is based on a Sunday through Saturday time frame.

This example also includes a filter on the date created; the view will only include incidents with a creation date within the current week.

The view will save the filter immediately; click the Apply button to update the preview.

Previewing

The Preview area to display your view; click the Expand link to display the view full-screen. Note: If using System BIOS fields in the Asset Scans - Scheduled data source, some values may not be populated; some system vendors do not provide this data in the WMI system profile.

Resizing Columns

To resize the width of a column, drag your cursor on the column edge to the desired width; the width in pixels will appear in a tooltip. You can also resize columns when displaying views in a Desktop component.