Accessing Data
Navigate to the Data page within the SpreadsheetWEB Hub to see all records associated with different applications.
Downloading Single or Multiple Records
To download data for a single record, click on the desired record and press the Download button in the Actions column. This will prompt the system to generate an Excel file for that specific record.
For multiple records, use the CTRL button (CMD on macOS) and click on multiple rows to select them. Alternatively, holding the SHIFT button allows for selecting a range of records by clicking on the first and last row in the desired range. Then, click the “Download Selected” button to download data for the selected records.
An Edit Columns Mode is available to add a “Select” column, which includes checkboxes for each row, enabling a more accessible selection of multiple records for download.
Downloading All Records
To download all records, use the download icon or option without selecting any specific record, which generates an Excel file encompassing all records’ data within the application.
Understanding the Excel File Structure
The generated Excel file is thoughtfully structured, containing several worksheets representing various aspects of the collected data, making analysis and reporting straightforward.
System Worksheets Overview
Primary Worksheet: This includes system-generated columns such as:
- `Id`: The unique identifier for each saved record.
- `EditId`: Indicates the number of times the record was edited.
- `CreationDate`: The date when the record was initially saved.
- `IsActive`: Shows whether the record is currently active.
- `AssociatedTransactionId`: Relates to the transaction with which the record is associated.
Other columns include user-added data from the application’s UI.
The Primary Details Tab contains columns like `Id`, `EditId`, `SequenceId`, `ActionUserId`, `ActionClientId`, `EntryDate`, and `Notes`, providing detailed metadata about each record’s creation and modifications.
Primary Files Tab: Outlines file-related data with columns for `Id,` `EditId,` `SequenceId,` `FileId,` `Name,` `ContentType,` and `Size,` managing file attachments associated with records.
Tags Worksheet: This worksheet organizes tags associated with records, including columns for `ID`, `EditId`, `Sequence ID`, and `TagId`, facilitating easy categorization.
Additional Worksheets for Enhanced Tables
Adding 1-to-1 and 1-to-many tables introduces new worksheets to the Excel file, catering to more complex data structures:
One-to-One Table Worksheet: This worksheet mirrors the Primary table but is limited to single-cell named ranges, with system columns for `ID` and `EDIT ID` and any user-added columns.
One-to-Many Table Worksheet: This worksheet includes three system fields (`Record ID`, `Record Edit ID`, and `Sequence ID`) and user-added columns from table named ranges, designed for storing input grid data in the database.