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Visualize Success 2011
Tony Gunter
Professional Services
Visual South, Inc.
Advanced Browse and Excel Interface
![Page 2: Visualize Success 2011 Tony Gunter Professional Services Visual South, Inc. Advanced Browse and Excel Interface](https://reader036.vdocuments.us/reader036/viewer/2022082916/5513b93455034653298b4601/html5/thumbnails/2.jpg)
Visualize Success 2012
Advanced Browse and Excel Interface
– Powerful search and save features – Usable from almost all Visual windows– Quickly search for, find, and direct data to Excel– Reduce need for custom reports
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Visualize Success 2012
Powerful Search and Save Features from VISUAL Windows
– Choose the columns of data you want to see– Configure the search Options to suit your preferences
• Search on initial entry
• Auto browse enabled
• Keep browse visible
• Dynamic filter enabled
– Save complex searches for repeat usage– Write your own SQL search queries– Send the results to an Excel spreadsheet
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Visualize Success 2012
Choose the Columns of Data You Want to See
– Include up to 25 columns of your choice– Change the order and column widths– Configuration saved on your workstation
(or terminal server local configuration folder)
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Visualize Success 2012
Configure the Search Options• Click Options on the browse window menu
– Search on initial entry• Causes the search criteria window to open immediately
when browse button first clicked – Auto browse enabled
• Tab starts a search on characters typed into the form field
– Keep browse visible • Browse window stays visible on desktop after selection of
row
– Dynamic filter enabled• Search in Quick Filter field starts as criteria typed in
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Visualize Success 2012
Save Complex Searches for Repeat Usage
– Enter search criteria using the Search icon
or Quick Filter icon on toolbar
– Execute the search to test– When satisfied click Profile, Save As (give name)– To use later click Profile, Open (choose name)
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Visualize Success 2012
Write Your Own SQL Search Queries
– Click on Data, SQL– Enter SQL text: ID LIKE 'M%' AND FABRICATED='Y'– Click Save as Default to keep– To use later click Data, SQL, click check mark (OK)
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Visualize Success 2012
Send the Results to a Microsoft Excel Spreadsheet
– Perform search to bring up data– Click File, Export to Microsoft Excel– Be careful not to send huge list– Import from Excel secured by SYSADM