Results Panel in a Worksheet
Whether editing a saved worksheet or simply working with a search result that is presented as a worksheet, this is the common environment for filtering and manipulating that worksheet.
Steps
- Open a worksheet by any of the create methods detailed., or go to
- WORKSHEETS > Manage,
- WORKSHEETS > Favorites >,
- WORKSHEETS > Recent >.
From here you may:
- Page through the results using the first, previous, next and last controls above the results.
- Expand the Filters panel on the left to add additional filters.
- Expand the Details panel on the right to view details about the selected result line.
- Click on the option icons:
- Click Refresh to redisplay with all the latest filters and configuration details
- Click Download as CSV to produce a CSV file of the results reflecting the filters, columns, sort order and other configuration details.
- Click Configure Columns to add/remove heading columns from the worksheet.
- Click Configure Sort to specify sort order by columns.
- Click Display Options for the worksheet, including:
- ITEMS PER PAGE to control the number of results per page in the UI
- DISPAY MODE to toggle between the List mode (with name and definition) and Grid mode (allowing multiple header columns and sort order by column)
- DETAILS PANEL to toggle between showing only the equivalent of the Overview tab of the object page or Full to show the entire object page for the selection in the Details panel (on the right).
- SHOW CURRENT QUERY to toggle the display of the filter MQL display
- ENABLE WORD WRAP to toggle the display of multiple lines per result item in Grid model.
Information note
These worksheet preferences are stored in the worksheet itself. Thus, when you save, share, or capture a URL of a worksheet or use it in a dashboard, etc., it maintains these preferences until updated.
- Click the More actions icon in the far right of the header to select the following:
Information note
There is currently no REST API method to download a worksheet to a CSV file. This limitation is because the methods to execute a query, e.g. “/entities/executeMQLQuery”, already exist in the REST API producing a JSON output of what would be contained in an equivalent worksheet.
- SAVE AS a saved (and sharable) worksheet.