Data Grids

PowerSteering data grids (sometimes referred to as "modules") can be found on Work Summary pages as well as the user's Home page. They are boxes that contain a list of items (Documents, Action Items, Status Reports, Risks, etc.) that users can take actions on.

Note: Grid settings are only saved at the user level. This means that the changes you make to grids will only be seen by you, not other PowerSteering users.

For example, take a look at some of the parts of a "My Action Items" grid from a Home page:

a. Open / Close arrow: The arrow directly beside the grid name allows users to open or close the grid.

b. Edit Table button: Selecting this button puts the grid in "Edit Mode", which allows users to edit certain information about the items in the grid.

Not all fields will be editable from the grid (like the "Source" column in the example above).

Make sure to select the Save button to confirm your changes.

c. Export button: Selecting this button allows you to export the grid as a separate file (either an Excel file, a CSV file, or a PDF).

d. Select Columns button: Selecting this button allows users to either add or remove grid columns. Also, they have the option to add Tags or Custom Fields as columns in the grid.

Selecting Restore Defaults will automatically select the original default columns

e. Grid Settings: Selecting this button opens up a window that allows users to add, remove, and rearrange grid columns by dragging and dropping them around the grid.

The "Available Columns" are the columns that have not been added to the grid, and the "Displayed Columns" are the columns that are currently included in the grid. The top-to-bottom order of the columns in the "Displayed Columns" list will be reflected left-to-right in the grid.

Also, users have the option to "freeze" up to three columns on the left-hand side of the grid.

When columns are frozen, they will stay still while the user scrolls horizontally through the grid.

The column containing the Actions menus will always remain frozen. It will not be counted as one of the frozen columns.

f. More Info arrow: Selecting one of these arrows next to a line item will expand the item to display further information.

Also, users can select the Edit button in the top right-hand corner to edit the item's information.

Make sure to select the Save button to confirm your changes.

g. Actions Menu: Selecting this menu allows users to edit or move items in the grid.

h. Sort Arrow: Selecting the arrow on a column header allows users to sort the grid by the column values in ascending or descending alphabetical / numeric order. Also, users can apply a filter to only see certain items in the grid.

If a sort or a filter has been applied, an arrow or a filter icon can be seen in the column header.

i. Search: Selecting the magnifying glass will open up a search box, allowing users to search the grid for specific items.

j. Items per page: Selecting this drop-down menu allows users to determine how many grid items will appear on a page at once.

k. Page Selector: The arrows can be used to navigate from page to page in the grid, or the textbox can be used to directly navigate to a specific page.