The Platinum Analytics application initially opens to your personal homepage. Tabs and links are provided for easy navigation to other areas of the application. The tabs and other links available are dependent on your level of access. Click on a tab to reveal additional options, features, and tools appropriate to the area you have selected.
By clicking on the Home tab, a list of recently viewed pages will appear. Click on a link to be brought back to the recently viewed page.
When clicked, each tab reveals a list of possible choices for viewing information, performing tasks, and configuring data relative to its area of the application. Click on a link from the tab navigation menu to interact with a specific option. You may access these areas at any time to jump to a new option from a different page within the tab.
List Pages and Data Grids
In many areas of the application, especially record list pages and sandbox and analysis results, lists of items are presented in a data grid on the right, often with search, filter and help options in a panel on the left. Use the search and filter options to narrow the list results or to find a specific record.
To view more information about a specific record on the list, click directly on the record name link. In many cases, you can hover over an activity or icon to see a summary description. Examples include activities on the calendar, references to rooms and resources, and anywhere a hover icon is displayed next to the name of an item or activity.
The list page filter options will vary depending on the type of record being displayed. Many filters allow for multiple choices to be selected.
To set a filter for a list page:
- Click the + button to display the filter panel.
- Check the box next to each item you would like to include in your filter.
- Click Done to add your selections to the filter.
- Click the Search button to update the list page.
Filters can be removed from the filter temporarily by removing the checkmark while on the list page, or remove it permanently (until the next time you set the filter) by clicking the X button. You may also click Clear on the filter header to remove all filters of that type at once.
Unless a default saved filter is configured, the last filter used is remembered for the next time you visit the page.
Favorite filters may be saved on most list pages as well as the room and resource scheduling tools for both sections and events.
The saved filter toolbar can be found at the top of each filter panel where applicable.
When filter selections are made in the filter panel of a list, the saved filter tool will display "custom" to indicate that manual filtering is being applied.
To save the filter selections for reuse at a later time:
- Select the filter options you would like to save in the filter panel.
- Click the save button in the saved filter toolbar.
- Enter a name for your saved filter.
- Place a check in the box labeled "Set as Default Filter" if you would like the saved filter to be applied by default when visiting the page.
- Click Save. The saved filter is now available for selection using the drop-down menu on the saved filter toolbar.
You may edit or remove saved filters using the manage filters option on the saved filter toolbar.
Depending on the data and your filter settings, the list may include a number of pages. You may configure the number of records displayed per page, as well as navigate the various pages using the pagination options at the bottom of the list. You can move to the next page, last page, previous page, or first page by using the arrow buttons provided. You can also type in a specific page number.
Often you can click on the column labels on the list page to change the way the list is sorted. Click again to reverse the sort order. Another method is to click on the down arrow beside the column heading and select Sort Ascending or Sort Descending.
Up to three columns can be sorted on the list page by pressing Control and clicking on the column header. The numbers 1, 2, and 3 will appear on the column header to represent the sort order. Click on any header to remove the column sort.
Columns in a list page may be rearranged as desired. To move a column, click and drag the column header to a new position. When the arrows appear between other columns in the correct position, release the mouse button to drop the column into its new position.
To filter the data in a column, click the down arrow next to the column. If the column is numeric, you will be able to filter by greater than, less than, and equal to values. If the column is alphanumeric, you will be able to enter a search string.
The columns that are displayed on a given list page may be changed as well. To customize the display, click on the right arrow on any column in the list and choose the Columns option.
All of the available column options for the record type being viewed are displayed. Place or remove a check mark to add or remove columns from the list page.
Export to Excel
In many cases, the data displayed in list pages can be exported to Excel by clicking on the Export button at the bottom of the page. You can choose to export the current page of information or all pages.