Working 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:

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IMPORTANT

Please pay close attention to the two points listed below. It's important to understand these items as you work with the 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.

    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 can not 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.

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Table of Contents

Next, we will go over all of the functionality within the Details Grid - use the table of contents menu to your right to navigate through the different functions and icons, or simply scroll down to read about each one.

  1. Adding columns: Use the Column Chooser icon on the Grid Action bar to personalize your Details Grid by adding or removing fields to and from the Details Grid. Learn how to fix or freeze columns in the grid here.

  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. For a more detailed overview on this, click here.

  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. Undoing Proposed Changes: Let's say you only want to undo changes made on certain records. Undo any actions you've made on those records in the "Proposed" view by selecting the records you changed and clicking the Undo button on the Grid Action Bar.

  6. Committing Proposed Changes: Similar to #5, using the Commit button in the Grid Action Bar, you can commit changes made at the record level by selecting the manipulated records in the grid and clicking Commit. This way you don't have to worry about any records you're unsure about while doing your planning, and your CRM data will reflect what you want to see.

  7. Showing Parent Accounts : Use the "Show Parents Only" icon on the Grid Action Bar to view only parent accounts in the grid.

  8. Showing a Specific Account Family: Use the "Show Account Family" icon on the Grid Action Bar to view the account family associated to a selected record.

  9. Exporting Data: Use the "Export" icon to export all or selected rows in your Details Grid into a downloadable Excel file.

  10. Mass Editing Custom Fields: Use the "Mass Edit" icon on the Grid Action Bar to edit custom fields in the grid.

  11. Saving and Undoing Actions in Custom Fields: Use the "Save" icon to save in-line edits made to a custom field. Use the "Undo" icon to undo any in-line edits made to custom fields in the grid. Note, these icons only work for custom fields that were created and configured by your GrowthOps Business Partner.

  12. 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. Please see the section on dealing with data changes at the source Dealing with Updated Data.

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Icons

The icons visible to you in the Details Grid Action Bar are configured based on the functions and fields enabled by your administrator. If you need help making changes to your available fields or would like more information, please contact the support desk or check out the Onboarding section.

Adding Columns

Clicking the column chooser icon boxed below opens a pop-up menu within the Details grid, which allows you to change the columns that are visible on the grid. The column chooser allows you to quickly see the data you want to see associated to your records, creating new fields on the Details Grid.

To Add Columns to the Grid:

  1. Select the Column Chooser.
  2. Search and find the column you are looking for.
  3. Drag and drop the column to the desired location on the grid.

To Remove Columns From the Grid:

  1. Select the Column Chooser.
  2. Click on the header of the column on the grid you want to remove.
  3. Drag and drop it onto the column chooser popup window to remove it.

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The Fewer Columns, the Better

Each column of data added results in more client data, which can lead to a sluggish user interface, therefore, make a habit of only adding the columns you need for the work you are doing. This allows for vertical scrolling and also makes for a responsive UI.

Adding System Fields

In addition to the fields imported from your data sources, fullcast.io offers some default system fields that you can add through the Column Chooser:

  1. Proposed Changes Fields - Proposed Change, From, To, Date/Time, Proposed By
  2. Industry Taxonomy Fields - If enabled in the Design Module and the NAICS/SIC codes are available for your accounts, then you can add the Sector, Super Sector and Industry fields based on your 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.io, either through the import process or edits made by the user.
  5. Notes - Fields containing notes added by users.

Fixing Columns

If you have a number of columns on the grid, you can freeze or fix certain columns to stay on the screen as you scroll horizontally.

To Fix A Column:

  1. Right click on the heading of the column you want to fix.
  2. Click on "Fix" and select whether you want the column fixed on the left or right
    side of the grid.

To Clear The Fixing:

  1. Right click on the heading of the fixed column.
  2. Select "Unfix" to return the column back into the normal grid.

Filtering, Sorting and Grouping

Filtering

Filtering allows you search and find the specific records you are looking for. The search bar under each column heading allows you to apply the filters. The filters applied using the filter bar is an "And" operation and therefore every filter you apply will restrict the amount of records you are looking at.

Every data type has its own list of filters. Click on the magnifying glass icon right under the column header to find the list of available filtering options.

Once you've selected your desired filter, click the Filter icon on the Grid Action Bar to see the filtered results.

Notice that once you apply a filter, the Summary Metrics also change to reflect the selected amount of data.

To undo your filter, click on the magnifying glass icon again, and select the "Reset" option in the drop-down menu. Then, click the Filter icon again to undo the filter and go back to the previous view of your Details Grid.

Alternatively, you can also select the "Clear Filter" button on the Details Grid to undo all filters applied, not just the one you applied recently.

Sorting

To sort columns, simply click on the column header to sort it ascending, and click it again to sort it descending. You can also left-click on the column and select "Sort Ascending" or "Sort Descending".

You can select sort multiple columns by either:
Using the right-click menu and choosing sorting option on all the desired columns, or by holding down the shift key and clicking on the column headers on the columns you want to be sorted based on the order.

To remove the sorting, right click on the sorted column and select "Clear Sorting".

Grouping

Grouping allows you to see all the related records by the column you are grouping by. There are two methods to do so:

  1. To group, drag the column you want to group by and drop it on the space where it
    says "Drag a column header here to group by that column."
  1. Alternatively, you can right-click on the column header to then group by that column.

Groups created using this method can be expanded to view the records in each respected group created. In the previous visual, we grouped by "Company" - you can expand these groups by clicking on the collapsed groups to see the records belonging to each company for an expanded view.

When you group by a column, a group summary is generated for:

  1. The number of records grouped under each heading
  2. The sum of the values in each of the numeric columns in the grid

To remove the group either:

  1. Dragging the column header from the grouping panel onto the grid
  1. Alternatively, you can right-click on a grouped row and select, "Ungroup."

Using Notes

Refer to Note Taking for more information on how to add and delete notes to records.

Undoing or Committing Changes at the Record Level

Undo Changes on Select Records

Let's say you've moved some records in the proposed view that you'd like to undo. Using the Undo button in the Grid Action Bar, you can undo actions at the record level. To do so:

  1. Select the records for which you'd like to undo changes in the Details Grid. Note, you can only undo actions on records in the Proposed View, that have been manipulated since the last committed state in your instance.
  2. In the Grid Action Bar, select the Undo button.
  3. Read and acknowledge the warning presented in the pop-up window. Click Confirm to proceed with undo the actions.

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Undoing Changes in the Grid only works in the Proposed View

As noted above, the Undo button will only show up in the Proposed View of your plan in fullcast.io. You can only undo changes related to manual or rules-based movement of records.

Commit Changes on Select Records

Let's say you've moved some records in the proposed view. To reflect your current sales plan data accurately in your CRM, you want to commit changes on some, but not all, of these manipulated records. Use the Commit button in the Grid Action Bar to commit actions at the record level:

  1. Select the records for which you'd like to commit changes in the Details Grid. Note, you can only commit actions on records in the Proposed View, that have been manipulated since the last committed state in your instance.
  2. In the Grid Action Bar, select the Commit button.

Viewing Account Families

In the "Details Grid", there are a few options which make viewing account families easier.

The default view of the grid shows all accounts, including parents and children within the account families, each having their own record in the Details Grid.

By clicking on the "Show Parents Only" icon in the Grid Action Bar, you can see only the parent accounts in the grid. Each record shows in this view represents the family of accounts within the grid. By clicking on the same icon once again, you can go back to the default view of the details grid.

Showing Account Families

The "Show Family" icon is available on the Grid Action Bar when a record is selected. When you click on this button, it filters the grid to show all the accounts belonging to the ultimate parent family of that record within the grid. This is a quick way to look at the entire family of the selected account. For more information on account families, go to Handling Account Families.

Here, I have selected a record belonging to the parent family of "Berkshire Hathaway", and when I click the "Show Account Family" button, the grid displays all of the records under that family.

Exporting Data from the Grid

You can export your grid data into a Microsoft Excel file by simply clicking on the "Export" icon. This will export the data in the grid as it is displayed in the grid - i.e. columns, filters, sorting order, etc.

There are two options shown when you click on the "Export" icon:

  1. Export all data - choosing this option will export all of the data in the grid, according to your current view of the Details grid. Keep in mind, any grouping or customization will be reflected in the Excel file created.
  1. Export selected rows - Use the Filtering functionality in the Details Grid to 'select' the desired rows of data you want in the exported file. Once you have the desired data in your Details Grid, click the 'Export' icon and select the "Export selected rows" option from the drop-down menu. An excel sheet will be downloaded to display your current grid view.

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Keep in mind that the "Export selected rows" function only works once you've applied a filter! The first column of the Details Grid used to highlight multiple records in the grid is not a means for selecting specific data for export.

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Large Exports of Data

Please note that the in-app grid export functionality is meant for exporting data on a small scale. The grid is restricted to 1000 records after applying the filtering, sorting or searching. If you have more than 1000 records, please contact support or use the Integration layer to export large data files.

There are a number of system fields that are available to you in the grid that is 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 upto 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

Updated about a year ago

Working the Details Grid


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