Table and Menu Features

Written By Admin FAQ (Super Administrator)

Updated at September 9th, 2024

Menu filters

Each eCOS ® Assort menu has filters located above each menu table:

(Open state)

It is possible to close the filter bar by clicking on the blue arrow. This allows you to save space to display more rows of the table:

(Closed state)

The required fields to apply filters and display the table differ for each menu and are indicated to the user by a red box. By default, the 'Apply' button is grayed out. It becomes active when the necessary fields are filled in.

The 'Clear' button allows you to return the user to the default view.

Search bar

The search bar located with the action buttons allows you to quickly search for data in the table displayed on the screen (including columns not displayed).


Add/remove columns from tables

You can add or hide the desired columns in a table. To do this, click on the 'Column Settings' button on any column header, then click the second tab :

Global fields are always available, regardless of the menu (except reporting 2). Depending on the menu, the fields brand, brand/period, circuit or circuit/period can be displayed.

To add or remove a column from the table, simply use the check boxes. Columns are added/removed directly.
To easily find a column to add/remove, use the search bar available at the top of the list.

Sort & Filter vs Remove Column

If a user removes a column from their table that they had sorted on, the sort is also removed.
If a user removes a column from their table that they had filtered on, the filter is also removed.

Column position and width

Change the position of the columns

  1. Select the column header;
  2. Drag and drop it into the desired position.

It is also possible to create frozen columns by clicking the 'Column Settings' button. on the desired column header, then in the third tab :

Frozen columns will appear in the center, while columns frozen to the left or right will appear on either side. Example:

Unfrozen columns have a scroll bar

Change column widths

Place the mouse between two column headers. The cursor changes shape. Click and drag the cursor horizontally to change the column width.

It is also possible to double-click when the cursor changes shape to automatically resize the column, or use the options:

Sort columns

Sorting can be performed by clicking on the header of the desired column:

  • The first click will sort ascending;
  • The second click will sort descending;
  • The third click will remove the sorting.

The user can see in the column header what sorting is performed, as well as the sort order:

(The 'Segment' and 'Label' columns are sorted ascending,
while the 'Reference Priority' column is sorted descending.
Sorting is first performed on the 'Segment' column,
then 'Reference Priority' and finally 'Label')

Filter columns

To filter the contents of the columns, click on the 'Column Settings' button. on the desired column, then click on the first tab :

To apply a filter, click on the button
To deactivate a filter, click on the button

When a filter is enabled on a column, this is visually indicated on the column header:

You can reset all filters of a table using the option available in the third tab:

Copy/paste EAN & internal codes

For the EAN and Internal Code columns, it is possible to copy/paste a list of values into the “Search” field:

When EANs or internal codes have been found, the following floating window is displayed:

When EANs or internal codes were not found, the following floating window is displayed with the list of EANs or internal codes not found:

Group columns

To perform a grouping:

  1. Click and hold on the header of the desired column;
  2. Drag the column header into the blue banner 'Drag a column header and drop here to group by this column.'

Or click on the 'Column Settings' button on the desired column header, then in the third tab , choose “Group by…”:

By default, the grouping has no sorting. Click on the 'Group' column header on the left to change the sorting.
To remove a field from the grouping, click on the cross, reposition the column header in the body of the table or use the "Ungroup by..." option.

There is no limit to the number of groupings that can be performed. Example with 3 grouped columns:

If the grouped field is of numeric type (integer, decimal or currency), a sum will be performed, while for all other field types it is a count of non-empty values:

It is not possible to group a sign, circuit or period:

Finally, it is possible to collapse all rows or expand them all in the 'Group' column settings:

Paging

All tables are composed of a pagination system which allows you to choose the number of lines to display, and the number of lines that can be displayed:

  1. Number of rows that can be displayed following the selection of menu filters and column header filters.
  2. Number of rows displayed per page (default 50). The single-selection drop-down list contains the values 50, 100, 200, 500 and All (only for the Items, Route Sheet and Warehouses menus).
  3. Current page number
  4. Total number of pages
First page
Previous page
Next page
Last page

Views

The view system allows you to save the state of the table(s) so as not to have to redo filtering, sorting, grouping, etc. actions. The views are specific to each user and each menu.

For the following menus, the last used view is selected and applied:

  • 'Items' ;
  • 'Roadmap';
  • 'Warehouses'.

For the following menus, the last used view is automatically selected, but not applied:

  • 'Simulation' ;
  • '1. Compilation teaches';
  • '2. Evolution & Category Deviations';
  • '3. DN&DV Circuit' ;
  • '4. Stratum synthesis teaches';
  • '5. Actual vs. Negotiated Diffusion';
  • '6. Evolution of the Agreements';
  • '7. DN/DV climb';
  • '8. Evolution of flashing';
  • '9. Evolution of brand strata'.

To create a new view, click the “Add View” button and give it a label. You can also share your view with other users.

If a view is selected, the background shade turns blue. It is then possible to save the view or access these settings to change the view label, the list of people to whom it is shared, or delete it:

Create charts

After selecting a data range containing numbers, right-click and select "Graph Selection". Choose a chart type to create it:

By hovering over the right area of the graph, buttons appear:

  • allows access to chart settings;
  • allows you to show or hide the table data that is taken into account in the table;
  • allows you to download the graph in .png format

Chart Settings

The "Graph" tab allows you to change the type of graph, and the colors used:

The "Data" tab allows you to select which data will be displayed on the abscissa (Categories) and which data will be displayed by categories (Series):

The "Format" tab allows you to format the chart as you wish: add a title, a background to the chart, the label for each series, a zoom system and much more.

Other features

Editing fields

Editable cells, present in the “Roadmap”, “Warehouses” and “Simulation” menus, have a blue background.
To edit them, double-click, or press the "Enter" key, to enter edit mode.

It is also possible to copy a cell onto others, by clicking on the copy handle, located at the bottom right of the cell, by dragging:

It is also possible to paste data from the clipboard directly into the table using the shortcut ctrl+v.

Copy/paste from Excel

Be careful when copying from an Excel file: Excel automatically adds a line break after the last line.

Export Excel

In all menus, the button allows you to export the eCOS ® Assort table as it is to Excel. In reports that have several tabs, it is possible to export the active tab, or all the tabs in the menu (one eCOS ® tab = one Excel sheet):

Summary

By selecting a range of cells, or selecting different cells while holding the "ctrl" key, the table shows the average, the number of non-empty cells, the minimum and maximum value, as well as the sum:

If a filter was applied, the number of filtered rows is shown on the total row count.

Shortcuts

Ctrl+X: cut selection
Ctrl+Z: undo the action (limited to 10 actions)
Ctrl+Y: redo the action (limited to 10 actions)
Ctrl+A: select the entire table
Ctrl+C: copy selection
Ctrl+V: Paste selection from clipboard
Click, then shift+click: Selects cells between the two clicks (also works for checkboxes)

It is also possible to right-click on tables to cut the selection, copy the selection, or copy the selection with headers or column header groups, and create charts:

Externis, Externis, publisher of eCOS® Blue Eagle, the first SaaS suite dedicated to retail execution for players in the retail ecosystem (brands, distributors, wholesalers, etc.), across all distribution channels.

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