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Data and people

Legacy platform

Data Management & Analysis

In this course, you’ll learn how to manage records stored by a SpreadsheetWeb application through the Control Panel.   Requirements A SpreadsheetWeb Control…

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Lessons
9
Level
Intermediate
Format
Self-paced
Course contents9 lessons
Course overview
  1. 01Records
  2. 02Edit a Record
  3. 03Copy a Record
  4. 04Record Status
  5. 05Download Data and Delete Record
  6. 06Analyze Data with a Dashboard
  7. 07Record History
  8. 08Columns
  9. 09Record Locking

In this course, you’ll learn how to manage records stored by a SpreadsheetWeb application through the Control Panel.

Requirements

  • A SpreadsheetWeb Control Panel account. Trial accounts do not include data management and analysis features. Hence you need a paid account to use these features.

Course curriculum

What you’ll learn

  1. 01
    RecordsSpreadsheetWEB applications can capture and save data into a SQL database. You can view, edit, or download saved records from the Data page. You need to…
  2. 02
    Edit a RecordClicking ‘Edit’ will open the web application populated with the data from this specific data record. In Edit Mode, you can change the values and keep the…
  3. 03
    Copy a Record‘Copy’ button will open up a new record, duplicating the data from this record and open it in Edit Mode. You need to hit the Save button for this new record…
  4. 04
    Record StatusClicking on the status name of a record will bring up the Record Status window. The status dialog allows you to change the record status manually, transfer…
  5. 05
    Download Data and Delete RecordClicking ‘Download’ will download the data used in that record in Excel format. You can also select multiple rows using CTRL-Select or SHIFT-Select and…
  6. 06
    Analyze Data with a DashboardTo create a Dashboard, click Create a new Application when you’re on the Control Panel, select Dashboard, and click Next. You can give this Dashboard a name…
  7. 07
    Record HistoryThe history window can be accessed by clicking on the calendar icon () under the Actions column. It provides an overview of the events history for a data…
  8. 08
    ColumnsThe Columns dialog allows changing the layout of the fields listed in the Data tab. You can add new columns by pressing the Add New Column button on the…
  9. 09
    Record LockingThis video demonstrates how to use the Record Locking feature in designer applications to give exclusive rights to an active record edited by a user.