Page One

Figure 1: The Navigator highlighting the Invoice View.

1. If the Navigator panel is not currently displayed, select the Layout Options button at the top right of the screen (next to the text menus) and choose Show Navigator.
2. Expand the Built-in Folder.
3. Open the Invoice View.
4. Close the Navigator panel to allow for a larger Grid panel.

• Built-in Views
  The views in this folder are only modifiable by the Administrator. The views that the end-user opens are copies of the built-ins.
• My Views
  Saved views that the user has created from copies of the Built-ins. The user can modify, resave, and share any views within their My Views folder. The folder only appears if there is a saved view.
• Shared Views
  Views that have been created by another user and shared with you. The views in this folder are not modifiable, in and of themselves. The views that the end-user opens are copies of the shared views.

With the Navigator panel closed, the Grid View consists of two basic areas: the View Properties panel and Grid area.

The View Properties panel lists all available data fields and conditional highlights. Fields and conditional highlights can be added, edited, hidden, or filtered using the Views Property panel. Additionally, conditional highlights can be deleted.

Figure 2: The View Properties area.

The Grid area is the region where the actual data is displayed and manipulated. Data in the grid can be sorted, grouped, or filtered to fit the specific needs of the user. Additionally, data can be created from existing data, using the E3 Wizard.

Figure 3: The Grid area.

Visual filtering is a GUI-based method of removing unwanted data from the grid so that only the desired information is displayed. Faceforward provides several methods of visually filtering data in the grid, including Date Ranges, Fields, and Drop-down Field Lists.

The data displayed in the grid can be limited to a specific date range by setting the start and ending dates. For this tutorial we will say that we only want to see the transactions that took place from January 1, 1995 to June 30, 1996 (inclusive). Pay particular attention to the number of records displayed at the bottom left corner of the Grid area.

Figure 4: The date range filtering area.

1. Click on the drop-down arrow for the Start Order Date.
2. Continually click on the right arrow for the month selector until January is displayed.
3. The year should have automatically incremented to 1995. If not, select the left or right arrow (as necessary) to display 1995.
4. Select on "1" for the day of the month. This step must be done to apply the start date.
5. Click on the drop-down arrow for the End Order Date.
6. Click one time on the left arrow for the month selector to display June.
7. Select on "30" for the day. The end date range is applied and the window closes.
8. Select the Refresh button to update the data within the grid.

Removing the checkmark from the Show field of any listed field in the View Properties panel will hide the corresponding field header in the grid.

Figure 5: Setting field visibility.

Fields
Address City Country CustomerID OrderID	PostalCode Region ShipAddress ShipCity ShipCountry	ShipName Shippers.CompanyName ShipPostalCode ShipRegion

Field headers refer to the individual fields listed across the top of the grid. If a field header is dragged and dropped anywhere other than in the field header area, it will hide the field and remove it from the grid area.

Figure 6: The field header area.

1. Drag the ProductName field header until the black positional-square appears over the OrderDate field header, and then release. This will reposition the ProductName field between the Salesperson and OrderDate fields.
2. Drag ProductID to the right of ProductName, and drag Quantity to the left of UnitPrice.