The Worksheet Design Window
This page describes the Worksheet Design window.
The following table describes the components of the Worksheet Design window.
Worksheet Design window panels
Panel |
Description |
||||||||||||||||||||||
1 |
Worksheet Design Main Menu This menu has options on the left that allow you to:
The Settings icon on the far right displays the Settings dialog that allows you to:
|
||||||||||||||||||||||
2 |
Template Panel This panel displays template, trap, and column information. It also displays all the options you need to create/edit templates.
|
||||||||||||||||||||||
3 |
Template List This section displays all templates that have been defined so far:
Select a template to display its traps and columns on the Traps/Columns List (see #5 below) Within this section, you can also: Select the edit icon to change the template name. Select the delete icon to delete a template. When you delete a template, all traps and columns defined with it are also deleted.
|
||||||||||||||||||||||
4 |
Add New Template drop-down
Allows you to select a template type to define a new template. You can select the following:
Refer to Understanding Template Types to learn what each template is for.
|
||||||||||||||||||||||
5 |
Trap List/Column List Displays the traps and columns defined for the currently selected template on the Template List (see #3 above). You need to select either the Trap or Column tab to display traps or columns respectively. The dark blue background color indicates the currently-active tab. The number beside the header indicates the number of traps or columns currently defined. This shows the Traps list:
This shows the Columns list:
Refer to Defining Traps for more information on traps and columns.
|
||||||||||||||||||||||
6 |
Guide Me button Click on this button to launch the Template Definition Wizard to help you create templates.
|
||||||||||||||||||||||
7 |
Context Menu Action Panel Displays the various tools you can use to define traps and columns:
|
||||||||||||||||||||||
8 |
Worksheet Display Displays the worksheet you have opened. You can control how much data is displayed by using the display controls (see #11 below). Controls directly beneath the Worksheet Display allow you to select a specific worksheet to and filter worksheets by name:
|
||||||||||||||||||||||
9 |
Preview Grid Displays a sample of the data extracted by the current template and trap/column definitions. Use this grid to determine if your templates and traps are extracting the right information. If you are getting incomplete or extra data, tweak your traps accordingly. Refer to All About Traps and Columns for more information on traps.
|
||||||||||||||||||||||
10 |
Search Box Use this Search Box to look for specific values on a worksheet and will highlight the column in the Preview grid where the value belong.
Enter a value then press Enter. Successful hits are highlighted on the Preview Grid and you can use the up/down buttons to search for preceding and succeeding hits.
|
||||||||||||||||||||||
11 |
Display Controls These allow you to control how and how much information is displayed on the Worksheet Display (see #8 above) Click on this icon to toggle the display of Excel Formatting. Click on this icon to fit the worksheet to the display area. Slide the red dot to the left or right to zoom out or zoom in respectively.
|
||||||||||||||||||||||
12 |
Cell Information Displays the value and formatting properties of a cell. Use the information here to help you define and/or adjust your trap.
|