Drop-down Menus - EcoSys - 4.02 - Help - Hexagon PPM

EcoSys Portfolios Help (4.02)

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EcoSys
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EcoSys Standard Version
4.02

Sheet Drop-down

Sheet dropdown_4.02

The Sheet drop-down consists of the following options:

  1. Save records all updates to the spreadsheet cells.

  2. Refresh will reload the spreadsheet.

  3. Report will launch the EcoSys reporting engine and generate a report from the data displayed in the spreadsheet. (This option often has a larger volume limit than the Sheet > Export to Excel option.)

  4. Export to Excel will export the EcoSys Spreadsheet to an Excel Spreadsheet.

  5. Export to Text will export the EcoSys Spreadsheet to a .txt file.

SHARED Tip To export a spreadsheet as a text format such as RTF, CSV, etc., select Report and choose the desired export format.

Edit Drop-down

Edit dropdown_4.02

The Edit drop-down consists of the following options:

  1. Cut or Copy a cell value and Paste into a different cell within EcoSys or to/from desktop spreadsheet applications.

  2. Fill Down, Fill Down All, Fill Up, Fill Right, or Fill Left to auto-populate the selected adjoining cells with the same value.

  3. Clear Values will remove data from a particular cell.

    SHARED Tip The Fill Down All option is available only in the Edit menu and will fill down across all rows loaded in the spreadsheet, not just the rows currently being displayed via paging controls.

Display Drop-down

Display dropdown_4.02

The Display drop-down consists of the following options:

  1. Show/Hide Columns option.

  2. Auto Size Left Columns allows the application to resize the columns on the left side of the screen (only available if Splitter is visible on the screen).

  3. Reset Column Widths will reset the columns widths to values assigned by the spreadsheet designer.

  4. Spreadsheet Metrics displays data related to time and volume of data loaded by the spreadsheet. Refer to the Spreadsheet Browser Metrics section below for additional information.

  5. Show Filter enables the Display Filter. Refer to the Display Filter section below for additional information.

  6. Add to Display Filter Within a data cell, Ctrl+Shift+A will copy the data up to the Display Filter.

  7. Clear Filter will clear all filter values

  8. Show Paging Bar displays the paging bar at the bottom of the spreadsheet. Deselect this option to hide the bar.

  9. Display row capabilities are: Show All Rows, First Page, Previous Page, Next Page, Last Page.

  10. Zoom capabilities are: Zoom Out, Zoom In, and Zoom Reset.

    SHARED Tip Many of the items available in the Display menu are also present in the Tool Bar.

Rows Drop-down

Row dropdown_4.02

The Rows drop-down consists of the following options:

  1. Duplicate will create an exact copy of the selected row with all fields completed with the same information.

  2. Insert to insert a blank row.

  3. Select Insert Multiple to insert multiple blank rows. Enter the desired number of new rows in the popup then click the OK button.

  4. Select Insert Under to add an additional line item under the selected parent or an item that will be assigned the value of the group band, depending on the spreadsheet configuration. This is available only to grouped data and hierarchical mode spreadsheets.

  5. Insert Multiple Under will insert multiple rows under the selected parent or multiple items that will be assigned the value of the group band row, depending on the spreadsheet configuration. Enter the desired number of new rows in the popup then click the OK button. This is available only to grouped data and hierarchical mode spreadsheets.

  6. Select Delete to remove an entire row from the spreadsheet. Click OK to confirm the deletion, otherwise click Cancel in the Popup that appears. Once saved, data cannot be retrieved.

Right Click Menu

Right click in the spreadsheet area and a drop-down menu will be displayed. The available options consist of select commands discussed above.