About the Details Grid

The Details Grid is a key workhorse of the designer. This is where you will analyze data down to the granular level. The grid has powerful capabilities that are highlighted below. 

Understanding the Details Grid

The Details Grid is a great way to look at data. While it has all the capabilities of a spreadsheet, there are a few notable differences

Important checkpoints for working in details grid

1. For better user experience, the grid does not load the entire data set available. For example, if your database contains a larger number of accounts, it does not make sense to download that entire data to your browser every time. For this reason, we have restricted the display to 1000 records returned at any time and shown on the grid.  You can use the following approaches to minimize the number of records being displayed
  • Use the hierarchy, as it groups the amount of data you are looking at. 
  • Use filtering to restrict the records you are viewing to quickly find the record you are looking for. You can apply multiple filters to bring down the number of records you are dealing with in the grid.
  • Use grouping last to ensure that when you group you don't have over 1000 items in each group.

2. The second key difference is that you cannot edit the data directly in the grid. The details shown in the grid are sourced from other environments that master the data - such as your CRM. Editing the data and planning in the grid does not propagate the changes made into the source systems. Therefore, if you want to change the details in the grid, they have to be adjusted at the source.

Navigating the Grid Action Bar

You can customize and view your account data as per your preference using the Details Grid. The icons used to do so are located in the Grid Action Bar, as shown below. 

Grid Functionalities

1. Adding columns: Using the Column Chooser icon on the Grid Action bar you can personalize your Grid details by adding or removing fields to and from the Details Grid. After adding, you can fix and freeze the columns according to your choice. 
2. Filtering, Sorting and Grouping in the Grid: Use the Filter icon on the Grid Action Bar to search for and find the records you want to see. Use the Clear Filter button to remove all selected filters. Additionally, learn how to sort columns to see data in ascending or descending order and how to group by column. 
3. Moving Records: Use the Move icon on the Grid Action Bar to move accounts between nodes in the hierarchy. 
4. Taking Notes: Add free form notes or different values for a specific account field(s) using the "Notes" icon on the Grid Action Bar. 
5.  Viewing Account Family in the grid: The Show Parents Only and Show Ultimate Parents only icon on the Grid Action Bar to view only parent accounts and ultimate parent accounts in the grid. The Show Account Family icon on the Grid Action Bar gives a view of the account family associated to a selected record.
6. Exporting Data: Use the "Export" icon to export all or selected rows in your Details Grid into a downloadable Excel file. 
7. Actions: The Actions button helps in performing different set of actions like Mass edit, Commit changes, Set named types through the click of a button. 
8. Showing the Last Modified Period: Use this icon to view the most recently updated records in the source data systems such as your CRM. Data is pulled into fullcast.io from your source data systems and this indicator shows when the data has changed at the source. 
There are a number of system fields that are available in the grid in addition to the fields imported from the source systems:
  1. Proposed Changes Fields - Proposed Change, From, To, Date/Time, Proposed By
  2. Industry Taxonomy Fields - If the feature is enabled in the segments module and the appropriate NAICS/SIC code is available for accounts, you can add the Sector, Super Sector and Industry fields based on the Industry Taxonomy
  3. Levels and Current Node - Fields showing up to 15 levels in the territory hierarchy and the current node
  4. Last Updated Date and Last Updated By - fields showing when the record was last updated in fullcast either through the import process or edits by the user.
  5. Notes - a string containing the content of the notes field

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