The Worksheet- schema tab keeps you in control of your schema. The dashboard creators can format the style of the form and the behavior of the schema from this tab. You will see different options depending on the module you’re connected to.
General (All modules)
In the general tab of the worksheet schema, this allows you to show/hide the title and description of your schema. Let your users know what the extensions use is for, or not, it’s your dashboard!
Enable a refresh on the data source when the user saves changes. This ensures data is always up to date after a save.
Refresh options (Data Helper & Add Data Only)
When saving any changes within your form, the extension will automatically refresh when enabling. It’s also possible to show the refresh button within the extension, this will help when refreshing the data takes more time. Note: These features only work if the data helper sheet is connected with a worksheet!
Refresh Button (Data Helper & Add Data Only)
Add a refresh button to your window. This can be useful for when refreshing data takes more time.
General Layout options for Add Data
Clearing the selection will…
Whenever you select a mark in the connected sheet, the extension will filter and show the appropriate data, decide whether to show all data or exclude when clearing your selection.
Allow Global Records
WriteBackExtreme allows you to add comments and records to one, none or multiple selected records in your dashboard. Dashboard creators can now force their users to only add data on a single data point. For example this will prevent any loose comments not linked to a specific mark. More control for the creator resulting in clean and focused dashboards.
Allow Multi select on marks
Enable the option to add data to multiple marks (data points) at once. This will create 1 row of data in the schema with multiple mapping rows. For example if you would like to comment on the top 3 selling items at once, highlight each one, add your comment highlighting the good sales!
Allow Creation of separate records
Enable the option to create separate records when multi-select is enabled. Selecting multiple marks will create separate records for each mark, keeping track of any dynamically filled fields and filling them in accordingly.
Record Creation Options Menu
When enabled, users creating a new record will be shown a menu allowing them to select their desired form of record creation.
Multiple Record Customisable Default Behavior
When enabling one or more than one of the settings above, a default option can be selected for record creation.
Use these options to limit the amount of rows visible in the extension. Filter on certain columns you wish to have present in the extension, add more if required. Filter on date so show a certain amount of data from the last 30 days for example. Also possible to filter the top rows by adding a value in the box.
General Layout options for Data Correction
Change the layout form to a vertical layout which would help if you would want to create a form. The default layout is horizontal where fields can be side by side, allowing for a more compact form.
Clearing the selection will…
Whenever you select a mark in the connected sheet, the extension will filter and show the appropriate data. Decide whether to show all data or not.
Interpolate & Bulk Edit
Data Correction can be used to clean data, enable power tools to bulk edit your values. There’s possibilities such as adding, subtracting, dividing and multiplying with a chosen value. If there are empty values use our powerful Interpolate tool! Sometimes you want to fill in the missing data points automatically, based on related data. This is something the build-in interpolation function can help you with. Interpolation is a method of constructing new datapoints within the range of a set of known datapoints. To use the interpolation function of the Data Correction module, select multiple fields. You must provide data that can be used to interpolate, i.e. the datapoint prior and the datapoint latter to the missing datapoints. When you selected the correct datapoints, you can use the calculator icon above the column and select “Interpolate” to fill in the missing datapoints.
Refresh data sources on save
Toggle a refresh of all relevant data sources when the user saves changes. This will keep all connected data sources up to date on each save.