Grid - Grid Explorer

GridMate's Grid Explorer simplifies data analysis and database management by enabling users to efficiently manipulate and organize large volumes of data. This powerful tool helps users work more efficiently with data, leading to better insights and outcomes. By saving time and effort while also improving analysis accuracy.

Enable Grid Explorer

The Enable explorer feature allows you to add the Grid Explorer action to your Grid.

Enable explorer

Filter Property

To configure the Filter property.

1. Launch the Grid Explorer and select the Filter tab.

2. Step 1 - Select the filter fields by choosing from the available list the fields to be added, such as Stage.

3. Step 2 - Define filter values by selecting from the presented options, such as 'Closed won'.

4. Step 3 - Apply the Filter Configuration.

Grid Explorer - Filter

Columns Property

To configure the Columns property.

1. Launch the Grid Explorer and select the Columns tab.

2. Step 1 - Add/Remove the columns

3. Step 2 - Drag and drop the columns into the desired order.

4. Step 3 - Apply the Columns Configuration

Grid Explorer - Columns

Sort/Order Property

To configure the Sort/Order properties.

1. Launch the Grid Explorer and select the Sort/Order tab.

2. Step 1 - Select the fields from the list of available sort options to sort your data.

3. Step 2 - Use the dropdown arrow on the right to choose between ascending and descending order.

4. Step 3 - Drag and drop the columns into the desired order.

5. Step 4 - Apply the Sort Configuration

Grid Explorer - Sort/Order

Group By Property

To configure the Group By properties.

1. Launch the Grid Explorer and select the Group By tab.

2. Step 1 - Select the Grouping Fields by choosing the appropriate fields from the Available list that will be used to group the data, such as Stage.

3. Step 2 - Drag and drop the columns into the desired order.

4. Step 3 - Grouping Configuration

Grid Explorer - Group By

Templates Property

Enable Grid Explorer Template

Enabling Preference Template allows you to save Grid Explorer configurations as templates.

Templates Setup

To save Grid Explorer configuration as Template.

1. Launch the Grid Explorer and select the Templates tab.

2. Set up your configuration including filters, columns, sorting and grouping

3. Give a title and a summary for example to guide your users

4. Save your template. Once saved, the template is available to be applicable

5. Any user can apply the whole template or select a subset of properties.

Grid Explorer -Templates