Events (Legacy)

 

Purpose:  To view events and related data.

 

Launch Point: The view can be launched from the following locations(s):

 

      Events → Views  (Right-click to launch the legacy version)

 

Example:  When the view is launched a form will open

 

The filter on the view is set by default to show events from the current date forward.

The Primary Filter group on the left side of the window is used to filter the records displayed. To see all the primary filter fields double click in the space to the right of the Events View Explorer bar to widen the bar.

 

You can enter the event begin date range, field of interest, field of study, city or area, company, division, credit hour range, partial code or acronym, vendor, facility, level, and topic. To update the records displayed, click on the Done button which, once you change the filter parameters, will say Run (Re-extract data). To clear the settings in all of the filter fields click the Clear button.

 

The Export group on the left side of the window allows you to export the records currently displayed in the grid.

 

In the Related Data group on the left side of the window you can select what type of detail row information you would like to display for the events. By default, the view has no related detail information shown. This is denoted by the icon to the left of None. An icon will be displayed to the left of the currently selected option.

When you select to show the Registrants detail information by clicking the plus sign to the left of the event row, the registrant detail rows will be displayed. 

 

Note: you can only view one type of related data at a time.

 

view ev filter.png

In the Grid – Table view, the top row of the grid is a filter row. This allows you to filter the display on any field in the grid. In the example above, “TAX” was selected from the drop-down list. This limited the records already displayed in the grid, to those with an acronym of “TAX”. You can also type text into the filter row. This will limit the records already displayed in the grid, to those which begin with the text entered. To clear the display filter, click the remove filter icon in the right of the field in the filter row.

 

view ev group area.png

In the Grid – Table view above the grid is a grouping area. This allows you to group the data currently displayed in the grid.

 

view ev group 1.png

In the example above, the header for the Acronym field was dragged into the grouping area. The data is then grouped by acronym in the grid. To remove the grouping, drag the field out of the grouping area.

 

view ev group 2.png

You can drag multiple fields into the grouping area. In this example the data is first grouped by acronym and then sub-grouped by facility.

 

In the Grid – Table view or Grid – Cards view, the Secondary Filter bar is displayed. This allows you to filter the displayed records. To start click on the Click here to add filter criteria button.

 

The Click here to add filter criteria button will be replaced with a row of filter buttons. Click on the Choose Field button to open a drop-down list showing a list of fields.

 

In the example above, “City or Area” was selected from the drop-down list. Once a field is selected a search value field is added to the filter row.

 

view ev compare.png

Now select the comparison value to use. In the example above, “Equal” was selected from the drop-down list.

 

view ev search value.png

Next select your search value. You can do this by either using the drop-down list which shows unique values in the field from the data returned for the Primary Filter settings, or type text into the search value field. In the example above, “Richmond” was selected from the drop-down list. The records that were being displayed will now be limited to those which have a City or Area of “Richmond”.

 

view ev add criteria.png

To add an additional filter row, click the add criteria icon to the right of the filter row.

 

view ev criteria 2.png

When adding additional filter rows you will need to specify an additional comparison value. The options are “and”, “and not”, “or”, and “or not”.

 

view ev delete criteria.png

To clear the display filter, click the remove criteria icon to the right of the filter row.

 

Note:  The display of the Secondary Filter bar is controlled by a system parameter. Contact CDS if the bar is currently displayed and you would like it removed or if it is not displayed and you would like to have it added.

 

The Views group on the left side of the window allows you to change how the data is displayed. By default, the view is set to Grid - Table. To print the data currently displayed using the current view setting, click Print Current View.

 

 

When you select the Grid – Cards view, the data for each event is in a vertical “card”.

 

When you select the Calendar – Month View, the data is shown in a calendar. The events are displayed on the day(s) they are being held.

 

 

If you hover your mouse over the clock on either side of the event listing, additional information about the event is displayed.

 

When you select the Timeline view, the data is shown in a timeline. The events are displayed on the day(s) they are being held. You can use the Set Interval to change how many days can be seen on the screen without scrolling.

 

view ev explorer.png

Note: The Events View Explorer bar can be hidden by clicking on the push-pin icon.

 

When the Events View Explorer bar is hidden, you can display the bar by hovering over it with your mouse. To anchor the bar in the window again, hover over the hidden bar to display, and click the push-pin icon again.

 

Note:  The Secondary Filter bar can also be hidden by clicking on the push-pin icon.

 

When in the Grid – Table view, changes made to the grid such as moving a field, changing the width of a column, or the sort, are saved under the current login account. These settings will remain for this view and login account until the user resets to the system defaults. To go back to the system default settings for the grid, right click anywhere in the grid to open the context menu and select Reset Columns.

 

 

 

Watch the Events View (Legacy) video: