There are several tools for editing record lines of the spreadsheet. Most of these are shown as icons on the Home tab.
Modify Lines
Icons are provided to Cut, Copy, Paste, or Delete record lines from the spreadsheet. These functions can also be found on when right clicking on a record line. This menu also displays the keyboard shortcuts for these functions.
Undo and Redo
Buttons are provided to Undo and Redo operations on the Home tab. The commands can be performed with their shortcuts Ctrl+Z to Undo and Ctrl+Y to Redo. These will work for most functions within Spec for a maximum of 20 operations.
Find
Find - Click or use the shortcut Ctrl+F to open the Find Records dialog. The top section provides the ability to filter the records to be searched using various criteria. The bottom section provides fields to specify what content is to be found and in which fields. The * symbol can be used as a wildcard to find multiple fields with common characters.
Find - Performs the Find functions as specified by the fields. Continue to click Find to toggle through the found results. A message will appear when the end of the results have been reached.
Cancel - Closes the dialog without applying any changes.
Help - Opens the Spec sections of the Help Center.
Replace - Click or use the shortcut Ctrl+H to open the Replace dialog. The top section provides the ability to filter the records where the replace will be applied using various criteria. The bottom section provides fields to specify the content to be replaced and where it should be applied. Below are some ways to use these fields.
- The Find Text and Replace With fields can remain blank to find or replace empty field contents.
- The * symbol can be used as a wildcard to find multiple fields with common characters.
- To find or replace checkbox columns, use "True" to represent the box checked and "False" to represent the box unchecked.
- These fields can also be used to replace option codes and selections, but the characters must be entered precisely and any dependent selections, such as grade of fabric, must also be replaced.
Replace - Performs the replace functions as specified by the fields.
Cancel - Closes the dialog without applying any changes.
Help - Opens the Spec sections of the Help Center.
Errors - Filters the spreadsheet view to show only record lines with errors. Click the icon again to remove the filter.
Find and Filter
Find & Filter - Type in the field to immediately search and filter the record lines shown. This search is not case specific. Results will be highlighted in the filtered lines of the spreadsheet view. Click the down arrow to view previous searches.
- Clears the contents of the field and resets the search, showing all lines on the spreadsheet.
Combinations
Join - Click the icon or use the shortcut F6 to join lines with similar information. The Join Matching Records dialog allows for selection of the fields to consider. If joining fields with differing contents, the joined record field will show "Varies".
Select All - Selects all fields.
Deselect All - Deselects all fields. Part Number will remain selected by default.
OK - Applies the join command per the selected fields.
Cancel - Closes the dialog without applying any changes.
Merge - Click the icon or use the keyboard shortcut F8 to import or merge contents from another PMX or SIF file. The merged file will show as a single record line with a merge road sign as the Status Icon. The quantity can be updated on this line as needed. The quantity on the merge line will multiply with the quantity for each line item in the file.
Edit Merge - Opens the original PMF or SIF file on a new spreadsheet tab for editing. Any edits here will apply to the original file. When the edits are complete, click Save and then close the file to return to the current project.
Expand Merge - Will expand the single merged file line out to the individual record lines contained in the original file. Click to first see the Expand Merge dialog to select where the expand will be applied using selected criteria.
OK - Performs the expansion based on selected criteria. This cannot be undone, even with the Undo command.
Cancel - Closes the dialog without applying any expansion.
Help - Opens the Spec sections of the Help Center.
Move/Copy Column
Move/Copy Column - Click the icon or use the shortcut Ctrl+M to move or add an entire column's contents to other similar columns. This function will only work with certain text fields like the Tag columns.
Operation - Select to Move or Copy the column's contents to another column.
Columns - Select whether to Overwrite, which replaces the existing contents, or Append, which adds to the existing contents of the new column.
From - Choose column to move or copy from.
To - Choose column to move or copy to.
OK - Performs the move or copy and closes the dialog.
Cancel - Closes the dialog without applying any changes.
Cell Copy/Paste
Some cell contents with general part information, Tags, and certain note column can quickly be copied from one field to another within the same column with the Cell Copy shortcut. First, select the cell to be copied and pause. The pause will copy the contents.
Then click another field within the same column where the contents will be pasted. Press F3.
Sort
Sort - Click the Sort icon or use the shortcut Ctrl+Shift+S to sort the record lines by selected criteria in the Sort By Multiple Columns dialog. First, select the Sort By column and the order of Ascending or Descending. Then select additional sorting columns and order if needed. Once Sort criteria has been applied, it can only be undone immediately after using Undo on the Home tab or the shortcut Ctrl + Z. However, new Sort criteria can always be applied.
Sort - Applies the sorting criteria to the spreadsheet and closes the dialog.
Reset - Clears the current criteria selections.
Cancel - Closes the dialog without applying any sorting.
Filter
The record lines shown in the spreadsheet view can be filtered to help focus on just certain parts of the projects, such as items with a particular tag or from a certain manufacturer. When the cursor hovers over any column header, an arrow appears to open the Filter options. This can be set to use a Value Filter, showing the contents of the column's fields, or a Text Filter.
In the Value Filter checkboxes are provided to Select All content variation, null or empty fields, or individual unique contents.
In the Text Filter you can choose the criteria of the text to be found and the text as well as an additional line of criteria to consider.
Apply - Applies the criteria to the spreadsheet view.
Clear - Clears any Filter selections from the column.
Cancel - Closes the Filter without applying any changes.
Split Lines
The quantity of a single record line can be split into two record lines. The Split Line Items function can be seen in the right click menu of any line with quantity greater than 1.
Once selected, a dialog will prompt to specify the Quantity of the items for the new record line. The remaining quantity will be left on the original line. Click OK to Split the lines and see the new record line above the original.
This can only be undone immediately with the Undo function.
Move Rows Up/Down
Record lines can be moved up or down individually in the spreadsheet with the icons on the View tab.
Move Row Up - Click or use the keyboard shortcut Ctrl+Arrow Up to move a selected row up one record line.
Move Row Down - Click or use the keyboard shortcut Ctrl+Arrow Down to move a selected row down one record line.
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