Table Designer User Interface

When the Table designer is first opened on a new design the editor will look as follows:

Open

 This editor has five main areas.

1. The Design surface

2. The Output area

3. The Feature List Panel

4. The Property Panel

5. The DataSource Panel

The Design surface

This area allows a User to build up a table design. A Table design is comprised of a Table, Rows, Columns, Cells and Cell Elements.

The user can interact with this area to add new elements, such as rows and columns. They can create cell elements by dragging Features from the Feature List Panel and dropping them into a cell.

Adding and Removing Rows and Columns

Mouse click on a column or row to select it. When focused, it is possible to add columns and rows via the toolbar and also to delete rows or columns.

• Insert column to the left     

• Insert column to the right   

• Insert row above                                

• Insert row below                                

• Delete column                                                  

• Delete row                                                                       

Splitting and merging cells

Mouse click on a cell to select it. When focused, it is possible to split a cell vertically or horizontally via the toolbar.

• Split a cell horizontally                      

• Split a cell vertically                          

To merge a cell, first select the cell you wish to remain after the merge, then control select the other cell. When both selected, it is possible to merge the cells via the toolbar.

• Merge two cells

When a cell has been split vertically or horizontally it is not possible to delete the row or column containing the split cell. If delete of split cells is to be done the split cells can be merged – the cell to keep is selected and push CTRL + select the cell to merge (delete), selecting merge will merge the cells keeping the first cell and deleting the last cell. After merging all split cells the column/row can be deleted.                                           

Working with a Cell Type

It is possible to alter a cell’s type via the context menu.

A Cell can have four types

• Static (Blue)

• Value (White)

• Dynamic (Green)

• Crossed (Red)

A static cell is a cell that does not project its values in a direction. They are all laid out into a single cell.

Open

Example of a static cell

The typical purpose of a static cell is to output captions or static values that are not expected to project into multiple values.

A value cell is a cell that projects its values in a direction. The results of the projection get a row each.

A dynamic cell is a cell that projects features in a direction. The features are retrieved through a ‘Feature Feature’ or an expression.

Dynamic cells are discussed later in their own section.

A crossed cell is treated exactly the same as a Value cell.

Working with Cell Direction

A Cell direction can by altered for a cell through the context menu. Cell direction is appropriate for Value and Dynamic cells. The cell direction is the direction that values will be projected into the output results.

Working with Element Property

Cells Element can have the following properties:

• Value

  • The default value of the feature of the element

• Caption

  • The Caption of the feature of the element

• Caption Alternative

  • The Caption Alternative of the feature of the element

• Name

  • The unique name of the feature of the element

• Unit

  • The Unit of the feature of the element

• Abbr

  • The Abbreviation of the feature of the element

• Variant

  • The variant value for the feature of the element. This is typically a remote value that has variant values. The variant is also normally formatted with an expression : @FormatVariantTitle({Value}|)

A Cell Elements property type can be changed via the context menu.

Adding Special Cell Values

It is possible to add the following special Cell Element types via the context menu:

• Static Value

  • Some static text, the value of the static text can be altered via the property grid for the Cell Element.

• Item Value

  • A Base Value for the rows of the primary data source.

• Dynamic Value

  • Projects the value of a Dynamic Cell in a direction.

Working with Cell Output Merge

Cell Output Merge is a context menu option that merges cells together under certain situations. The merge is only a visual one, and as such is only shown in Internal Reporting with the PerfionTable control. The InBetween output is not affected by this directive.

The options for Cell Output Merge are:

• None

• Within Group

• Beyond Group

Consider the following design and output:

Material, WeightKG and DishwasherSafe have been set with Cell Output Merge as None. This tells the rendering engine not to merge cells. The effect of this is that Material entries are repeated. Changing Material to Within Group will affect the output to:

If DishwasherSafe is changed to Within Group, then there is no change to the output. This is because the DishwasherSafe Set are grouped against each WeightKG. So, the groups in this case only end up with one value for each.

If we change DishwasherSafe to Beyond Group, then the values will be merged together as such:

The Output area

This area shows rendered output of the table. Pressing F5 or the refresh button will render the table to the output area.

The Data Source Panel

The queries that provide data to the table are configured through the data source panel.

All the queries for the table are listed by name in this panel.

Through a context menu it is possible to edit and add new queries.

Establishing a Primary query

By default table designer will setup a primary query for you. However, it is necessary to check the query that it makes to be sure you are only querying the exact data you need and not more or less.

If you right-click on “Primary” in the data source panel, you can choose “edit” and then you will be presented with the API Query tool.

The example above is showing a context specific query. It is context specific because it is using a variable @CURRENT.ID so that it is specific to the point where the table is being referenced.

The variables available are as follows:

Pressing F5 in the API Query tool will show the query results. Pressing OK, will save the query into the data source.

See the Perfion API for a full description of the query language.

The focused data source item is the active data source. The Feature List Panel will update to reflect the available features in the selected data source. After editing a query it is necessary to press F5 to refresh the data and the features in the Feature List Panel.

The Feature List Panel

The shows all the available features for the selected data source. Features can be dragged into cells on the table design surface.

When there are many features, it is useful to narrow the choice by entering a name or ID into the Feature filter that is available at the bottom of the list.

The Property List Panel

The property list panel displays the properties for the elements of the table design that are currently focused.

Cells that have focus in the table design area are indicated by a blue border:

When a column or row is focused, there is not a visible border drawn. However, the property for the column or row are shown in the property list panel.

Table Properties

Column Properties

Row Properties

 Cell Properties

Cell Element Properties