AGRIS Customer Documentation

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The AGRIS 19.2.0 release has added:


Ability to export any grid displayed on a screen to a CSV spreadsheet with the new Spreadsheet  button (AGS-3467)

This new functionality allows the contents of any grid in AGRIS to be exported to a CSV file for importation into the users' favorite spreadsheet application.

Note: This functionality is not available in AgroGuide and oneWeigh specific grids.

Benefit:

Minimize time and effort to share or analyze information in the system.

Navigation to Use:  

Customize > System Security 

  1. There is a new security option under SYS > GENERAL OPTIONS called "GRID EXPORT TO SPREADSHEET".
  2. This option enables or disables the Spreadsheet button.  The default value is "NO" so the Spreadsheet button will be disabled (grayed out) everywhere it appears.  The button will be enabled if this option is changed to "YES".
  3. The button will appear above the upper right hand corner of the AGRIS grid.  It will be present on every AGRIS grid with the exception of AgroGuide and OneWeigh specific grids which use a different mechanism for display.
  4. This also applies to the Export to Excel buttons on the new style grids in Detail Ledger, Bank Reconcile, and Reclassify Multiple Prepayments For An Inventory Item.

CSV Creation

  1. Clicking the Spreadsheet button will generate a temporary CSV file and pass the instruction to open to the operating system.  The operating system will attempt to open the CSV file in the default spreadsheet program the user has configured for files of type CSV, like Microsoft Excel or OpenOffice Calc.  If no default application is defined, a prompt appears to choose the application.
  2. The spreadsheet will contain all columns in the grid and will preserve the formatting for each data element.
  3. The spreadsheet will contain all rows currently loaded into the grid.  See Grid Contents for an explanation of how data is loaded into each grid.
  4. The first row of the spreadsheet  will contain the title of the grid if one is present.
  5. If all rows have not been loaded into the grid, there will be a note  explaining how to ensure that the remaining data is loaded if so desired.
  6. Next there will be a header row  for the columns.
  7. Finally, the data rows  will generate.

Grid Contents

  1. In order to improve performance when viewing a large amount of data in a grid, AGRIS presents a "window" into the data defined by an index rather than loading the entire set.  The default sort order for these grids is based on one of the indices.  It is this case that leads to the note  described above.
  2. These indices are chosen based on the most common and useful orders for each set of data.  They are not present for every set of data as each one consumes valuable system resources, memory, disk space, etc.
  3. If the user wishes to force all of the data to be loaded into the grid rather than using the window they can sort the grid by one of the columns that is not included in an index.  These columns are identified in the note.  Be aware that it can sometimes take significant time to load the entire set of data if it is very large.  
  4. When the user sorts by one of the non-indexed columns they will receive warnings at various points in the loading process allowing them to cancel if they wish.


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