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You can group, sort, filter, and format DataMiner workbook data before creating a chart, pivot table, or report.

  • For simple data grouping, drag any column heading into the group-by box at the top of the columns.

    In the following example, data is grouped by part Description.

    Group data by column heading

Use the column editing commands

  • While working with workbook data in DataMiner, right-click any column header to open the Column menu that has commands you can select to manipulate the data.




    Column menu commands


The following table describes the Column menu commands.


Column menu commandDescription
Sort AscendingSorts column data in ascending order (A-Z).
Sort DescendingSorts column data in descending order (Z-A).
Clear SortingRemoves all previously-applied sorting of column data.
Group By This Column

Adds this column to the grouping.

You can also drag a column to the header area to group the data. After columns are grouped, you can drag and drop them in any order.

Show/Hide Group By BoxShows or hides the column Group By box.
Full Expand/Full CollapseWhen you right-click a grouped column, expands/collapses data from that column to the beginning/end of the grouped data.
Remove this ColumnRemoves a column from the table.
Column ChooserOpens the customization dialog where you can select only those columns you want to be visible.
Best FitResizes a column width to the widest entry in that column.
Best Fit (all columns)Resizes all column widths so that the widest entry in each column is visible.
Filter Editor

Note:

For detailed information about using the Filter Editor commands, see Filter column data with the Filter Editor.

Allows you to filter a column using various statements and values:

Filter Editor menu commands

Show Find Panel

Displays a search box where you can enter search keywords and terms.

When you select the Find button, your search terms are highlighted in the data table (if found).

Show Auto Filter RowAdds a row under the column heading so you can filter a column on just the data you enter in the filter row.
Clear All FiltersRemoves all applied filtering from all columns.
Hide ColumnRemoves the selected column from the data table view.
Hide All ColumnsRemoves all columns from the data table view.
Show All ColumnsRestores the display of all previously-hidden columns in the data table view.
Hide Unused ColumnsHides columns that are not being used in the data table.
Add New Calculated Column

Creates a column that displays the results of a calculation you define in the Add New Calculated Column dialog.

Add New Calculated Column dialog

Export Results

Exports the results of a data table to Excel, XML, HTML or .txt format.

Use the Custom AutoFilter menu

When working with DataMiner workbook data (specifically data tables), custom column data filtering options are available that you can use to filter data in a more granular way.

  1. To view the Custom AutoFilter commands, select a column header, select the small "pushpin" icon to the right of the column title, then select (Custom) from the menu that displays.

    Custom AutoFilter menu

  2. In the Custom AutoFilter dialog, specify the desired data filtering criteria, then select OK.

    Custom AutoFilter dialog

    Filtered results are displayed at the bottom of the DataMiner window and will be used for your data table. Select the Edit Filter button to edit the custom filter at any time. To delete the custom filter, select the Close box Close box on the left side of the window next to the custom filter description.

    Custom AutoFilter results


    Note:

    You can also use the drop-down menu for the custom filter and delete filter criteria by selecting the Red Delete Delete buttonbutton to the right of the data source filtering item.

    Remove filter criteria

Use summary commands for grouped column data

After you group column data by one or more data fields, the data can be summarized at the footer of the column (the blank area just below the last cell in the grouped column).

  • To summarize column data, right-click the footer of a grouped column, then select a command.

    Summary options for grouped column data

    The summary commands are described in the following table.

    CommandDescription
    SumAdds all values to get the total sum.
    MinDisplays the minimum value contained in the column.
    MaxDisplays the maximum value contained in the column.
    CountDisplays the count of values contained in the column.
    AverageDisplays the average of all the values in the column.
    DCountCalculates the number of distinct (unique) values in the column.
    Comma Delimited ListLists the contents of the column in a comma separated list.

    Tip

    The summary commands are helpful when creating charts. The size or length of a bar or indicator in a chart is determined by the column summary values.

Expand or collapse grouped column data

  • To expand or collapse grouped column data for easier reading, right-click above a column header and select Full Expand or Full Collapse.



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