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Data Tables | |
Data Tables give you a flexible way of editing the TCM databases and analysing the data in the system. | ||
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Each row in a table can contain a Company, Contact, Family or
Asset. Click on the grey row header to search for someone and they will
appear on that row. Each column in a table can be set to a particular field. Click on the grey column header to format that column as a particular field (or as plain text, for example). By setting up the rows and columns with contacts and fields you can quickly edit the same field for all contacts or do an overview of particular fields in the database. |
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Note: Remember that you are editing live data when you make changes to fields in the Data Tables: you are not just changing the value of a cell, you are making a change to that field in the database. | |
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TCM will display an unformatted data table when you open the Data
Tables window, which is ready for you to set up however you wish. There are a number of default table layouts for you to choose from if you click the drop-list arrow next to the Data Tables button and choose from the menu which appears. You can add your own defaults to this list by clicking File Setup - Tables. |
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Using Tables for analysis (Flash Reports) | ||
You can enter a formula into a cell and use the results to analyse
the database. For example, to show in cell D4 the number of people in the database called 'John' do the following: Highlight cell D4 Click on the toolbar where it says click here to enter a Flash-Report Choose Display a count of Contacts where Name matches John |
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TCM will display the result in cell D4, you will also notice a
small letter f in the top corner of the cell denoting that the figure is
the result of a formula. You can right-click on the cell and choose Drill
down to list all the names which matched John. You can expand this principle to list all Doctors in London, for example. If you have numerical fields in your database you can display a sum of those fields which match the criteria by choosing a sum of from the drop-list. |
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Note: You can only filter on fields that you have indexed. To index additional fields click File Setup - Administrative & Database - Indexing. | |