--- title: "View Data v3.2.1.1" canonical: "https://servicedesk.maxgeo.com/space/DS/2134245777/View%20Data%20v3.2.1.1" format: markdown --- The ‘View Data’ option presents a list of the modules (tables/views) that are available to the current user. These modules are collected into module groups, which can be expanded and collapsed by clicking on the and arrowheads next to the module name. If any filters have been saved for a particular module, those filters will be listed underneath the module name (see example below: Module ‘DH Collars’ has saved filter ‘Hole Type DD’) Clicking the module name will open the table/view and show the content of the object. The content of the table will be filtered based on the current active dataset selection, activated through the DataSet Manager. The content is also filtered according to any currently active Cascade Filters that relate to the current object type. ![View Data - Step 0.png](media://ca735341-a254-432a-a840-d7a75d8dfa29) > ℹ️ If the user has the correct user permissions the data within the grid will be editable. Cells can be edited and whole rows of data can be added with the [**+**] button or existing rows deleted with the Bin button. In the image above, the ‘DH Collars’ module has been selected, and there are no currently active cascade filters. The first page of data is displayed, along with a scrollbar at the bottom of the page allowing the user to see additional columns not currently on screen. Clicking the ‘Hole Type DD’ filter will show the data in the same table, but first activates the named Cascade Filter. In this example, that filter includes only holes with the value ‘DD’ in the ‘Hole_Type’ column. This filter will now remain active for other ‘DownHole’ modules, until it is disabled. The DH Collars heading below will display a * symbol when a cascade filter has been applied to a table as below. ![View Data - Step 2.png](media://fc6c4c8a-daaa-4134-9e4d-122c46c35fe5) **Assay Incoming Data** table will display default shared filters for “**Missing Library Values**”, “**No Sample match**” and “**Other Errors**”. ![View Data - Step 3.png](media://27d88e82-e2a1-4caa-a903-0015eaffde84) Decimal fields in the table will be displayed with all decimal places. ![DataShed5 v3.2.0.1 Release Notes - Step 3 (1).png](media://2c79bb4a-7c43-4769-b2c3-db82ee4a19de) **SysAdmin** and **User Plus** users have the exclusive ability to **Edit**, **Delete**, and **Insert** new records in the Data Grid. For User role types, these options won't be available, with View being the only option. The Edit function provides inline editing, allowing users to change values and tab out of a cell, automatically saving the changes to the database. It considers constraints such as primary or foreign key references. Click the row to activate an Edit. When editing an existing row, changes are not saved column-by-column—they're only saved once the user finishes the row, clicks the '**Save**' icon or clicks away from the row. If the row contains validation errors, a toaster message is displayed outlining the validation issue. Pressing Escape (**Esc**) or clicking the '**Cancel**' icon will cancel the update, restoring the row to its previously saved state. ![View Data - Step 6.webp](media://9de346bd-545d-48ee-b997-154219b693aa) ## Multi-Tab and Multi-View Users can right-click main menu items—such as View Data, Reports, Dashboards, Import/Export Data, Assay Manager, Extensions, and Maps—to open them in separate browser tabs for parallel access. Maps and Data Views can also be undocked into standalone windows and positioned across multiple screens. ![Multi-Tab & Multi-View Enhancements - Step 2.webp](media://4bba209b-35e3-411d-9bf1-080dbf3d49b9) ### **Dual-Screen Support:** - Users can position *View Data* grids and map views across two monitors for expanded workflows. - All interactive functions such as select all, refresh, sorting, and display settings now operate independently per view. ### **Filter Synchronisation Improvements:** - Filters created and saved in one view (e.g. *Collar*) propagate to related views (e.g. *DH Lithology*) by performing a manual Refresh on the view. - Activating, deactivating, or globally clearing filters using the *"Disable all filters"* option reflects consistently across all views. ### **Usability Enhancements:** - Tabs and windows automatically revert to defaults when sorting and display settings are cleared. - Grid views retain the correct data context after refresh actions. ## Add Data To add a new record, simply click the '**+**' Icon at the top left. In the case of a new record, the grid indicates mandatory fields and other validations with a red border around the cell. All mandatory fields need to be updated to save a record to the database. Date fields will display a 'Date Picker' control. ![View Data - Step 12.webp](media://e8fc4b4e-f9e8-49df-aad7-bc50bd1b6080) ## Edit Data **SysAdmin** and **User Plus** users have the exclusive ability to Edit, Delete, and Insert new records in the Data Grid. For User role types, these options won't be available, with View being the only option. The Edit function provides inline editing, allowing users to change values and tab out of a cell, automatically saving the changes to the database. It considers constraints such as primary or foreign key references. Click the row to activate an Edit. When editing an existing row, changes are not saved column-by-column—they're only saved once the user finishes the row, clicks the '**Save**' icon or clicks away from the row. If the row contains validation errors, a toaster message is displayed outlining the validation issue. Pressing Escape (**Esc**) or clicking the '**Cancel**' icon will cancel the update, restoring the row to its previously saved state. ![View Data - Step 12 (1).webp](media://5414881b-b27b-4056-960f-b7d04bb4340b) ## Delete Data You can select single or multiple records for deletion. The record is permanently deleted from the database with the user's confirmation. Pressing the Escape key allows you to cancel all unfinished operations. A warning will appear prior to deleting any records to confirm deletion. Click the Bin icon. Confirmation check is displayed. The Delete action is validated and an error message will display if the action will cause a database violation. ![View Data - Step 17.webp](media://d4cb990f-8301-49f1-a14f-d4a5506e80f3) ## Data View Navigation At the bottom of the page are the first / previous / next / last page buttons, the current page and number of pages, and the total number of items. ![View Data - Step 24.png](media://f89d5994-ee2c-4bd0-a1bb-d85c961ae2c3) ## Toolbar Actions ### Refresh Refresh the data in the current module. The refresh button will retrieve the data from the database and update the grid. ![View Data - Step 25.png](media://79f47d20-c522-4b7e-b103-348be5d0c241) ### Sort Provide a ‘Sort Data’ dialog to sort data according to one or more columns. The ‘Sort’ button is the only way to include multiple columns in the sorting definition and allows a user to save a sort order for the grid. Sorting a varbinary field (i.e. Image), is not supported in the data grids. - Click the field to Sort on. - The field is moved to the "Sort Fields" column. - Click an additional field to Sort on. This field is moved to the "Sort Fields" column. - Click "Save" to action the Sort criteria. A "Save successful." message is displayed. - The data grid sorts on the defined criteria. ![View Data - Step 26.webp](media://30c159e1-77fe-4fca-9611-31999b26f810) ### Display Provides a ‘Display’ dialog allowing the user to select columns to show in the current grid and the order of the columns. Selecting the ‘Display’ option will show a dialog allowing the user to select any Available Columns on the left to display in the grid. It automatically select the primary key fields when selecting display columns. - Selecting the ‘Clear All’ option will clear all the users’ selections, order, and reset the grid to the display all columns in the default order. - Select the desired fields or click "Select All". The field is added to the Display List. - The columns can be ordered in the grid by selecting the double arrow icon and dragging the column to the required position. - Selecting ‘Save’ will save the users display setting and refresh the grid. - The data grid will be displayed as desired. ![View Data - Step 35.webp](media://261a2040-6cd4-4c17-a58d-a932d272cd1d) ### Export Download the data in the current displayed module to the browser, in either Excel or CSV format. Any active cascade filters, as well as additional display/filtering/sorting rules applied in the module (see below) are applied in this download. ![image](media://dad5f1d7-cfda-4920-ac76-4948ea86f11f) ### Filter The filter option allows a user to create, edit, delete, activate and deactivate filters for the displayed grid. Selecting the ‘**New Filter…**’ option from the Filter menu will display the Filter dialog as below. ![image](media://884ebc04-e7af-4cdd-8580-bbc1801f9d92) Selecting the ‘**Activate Filter**’ will save the filter, close the dialog and refresh the grid with the active filter. The Filter option will display the activate filter name in the toolbar. ![image](media://10085e6d-5239-48c8-9a83-ee4c53a30861) You can also create filters, disable a filter for a table by right-clicking on the table name in the module list, and selecting ‘**Add Filter**’ or ‘**Disable Filter**’ options. ![image](media://c9d5ad5f-5ef0-47f0-ac4a-20bc9b1894a0) A Hole List filter can be created using the criteria Hole_ID is one of, a list of holes where the list of holes can be copy and pasted from an excel spreadsheets. ![image](media://aa331f33-401c-4445-94a4-79e72ed38e30) ### Audit Trail The Modified date, Load date details are updated with server datetime on insert and update. ![image](media://5e06e6ff-171e-4632-bc91-45f6eefc215c) ## Find and Replace The Find and Replace option is available in View Data. Right click a column on the grid and select find and replace. ![image](media://c22df679-b0cc-4858-8f54-7e0ac6df401d)   Find and replace data within the currently display page or all data for the table as shown below. ![image](media://8bcb7b58-9131-4a96-8fd9-1b3d6c256cbb) A user confirmation prompt displays, detailing the total number of occurrences and allowing the user to confirm to replace the data. ## Imago Access Where relevant, Views and Tables can be configured by the DataShed5 Admininstrator to enable access to your Imago account. This will provide access to view images stored in Imago for the selected DataShed5 record from View Data. ![image](media://1f5dce24-2742-4bb3-9d87-1be85b92387a)  The image above shows a view which has been enabled for Imago access for the logged in User. By selecting the relevant record and clicking on the link at the left of the grid row, login access to Imago will be provided. ![image](media://efa31f69-4ea2-494d-ae97-8dd2ac690e42) After signing in to your Imago account, the relevant images for the selected record’s HoleID and optionally DataSet, Depth and Project will be displayed. ## User Security Levels There are three different User levels available in DataShed5. These User levels are assigned to you by the DataShed5 Administrator and will define what features can be used and which items can be viewed by the user. ![View Data - Step 45.png](media://6e3ffb2b-6af3-4153-b91a-3ac0f1aacf21)