Difference between revisions of "Searching and Filtering Searches"

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#<span style="color:#1f497d">Kendo UI Grid search update.</span> <ol style="list-style-type:lower-alpha">
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= The Transparent Earth Search Grid =
<li><span style="color:#1f497d">This update did changed how the user searches initially. The<br/> Old:<br/> [[File:|211x208px]]<br/> New:<br/> [[File:|224x167px]]</span></li>
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<li><span style="color:#1f497d">Once search is pressed, it no longer opens a table below in the dashboard. It will now open in a new full window dialog in the main screen:<br/> [[File:|1079x608px]]</span></li>
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<li><span style="color:#1f497d">Using Mapit Will minimize the window and take you to the feature (MapIt also works with user added layers):<br/> [[File:|964x609px]]</span></li>
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<li><span style="color:#1f497d">Clicking on the minimized dialog will resize it.</span></li>
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<li><span style="color:#1f497d">You can also now do concurrent searches, which is done via tabs in the dialog:<br/> [[File:|639x403px]]</span></li>
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<li><span style="color:#1f497d">All Mapable layers now have the ability to be filtered on the map by the kendo search grid. The map filters are controlled by the drill down AND the individual column filters. The map filter buttons are disabled if there are no grid filters active.<br/> [[File:|548x347px]]</span></li>
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<li><span style="color:#1f497d">Once a filter is applied, the “Filter Map” button is enabled. The filter only works when the layer you are filtering has columns that match the filter. Some layers are configured differently than the search grid, so if the column in the grid does not have a match in the layer, it will ignore this filter when you filter the map.<br/> [[File:|551x352px]]</span></li>
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<li><span style="color:#1f497d">After you click “Filter Map” the “Clear Map Filter” button is enabled and will clear all map filters when clicked.<br/> [[File:|634x405px]]</span></li>
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<li><span style="color:#1f497d">The gird has also applied column filters for each column. Different Column types have different filters. (Numbers, Dates, Text, etc)<br/> [[File:|956x445px]]<br/> As you can see there are a lot of different options.<br/> [[File:|142x223px]]</span></li>
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<li><span style="color:#1f497d">Add/Remove visible columns from the table</span><br/> &nbsp;</li>
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</ol>  </ol>
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<span style="font-size:11.0pt"><span style="font-family:" calibri",sans-serif"=""><span style="color:#1f497d">The drill down filter now has new functionality. You can pick between the drill down filter checking for all columns in the DB, or only columns that are currently visible. The filter is also now setup to query ALL columns, not just text fields. Any fields that are not text are treated as text for the search to add functionality and usability for columns that may not be text. It defaults to visible columns, for efficiency purposes.</span></span></span>
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Selecting one of the main and sub-items in the&nbsp;'''Administration and Module Dashboard'''&nbsp;automatically opens the&nbsp;'''Search Dashboard'''&nbsp;directly below it.
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For example, opening the&nbsp;'''Quick Search'''&nbsp;item, and selecting the '''Map Layers'''&nbsp;sub-item opens the&nbsp;'''Search Dashboard'''&nbsp;in the lower left portion of Transparent Earth.
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[[File:Search Grid 01.png|RTENOTITLE]]
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The user is able to&nbsp;choose searchable layers from the dropdown. Click '''Search''' when you are ready to begin your search.
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[[File:Search Grid 02.png|RTENOTITLE]]
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After you enter your search criteria and then click&nbsp;'''Search''', (or just click&nbsp;'''Search'''&nbsp;without adding criteria) the Search Grid and available tools displays in a seperate window within Transparent Earth
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[[File:Search Grid 03.png|RTENOTITLE]]
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== '''Search Grid Window''' ==
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The '''Search Grid''' window can be moved as well as minimized and maximized.
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In the upper right, the [[File:Search Grid 15.png]]&nbsp;buttons are available to minimize, maximize, and close the '''Search Grid.'''&nbsp;When minimize is selected, the window will minimize to the lower left of the map viewport. Clicking the maximize button or double clicking on the title bar of the Search Grid will expand the window cover the entire area of the map viewport.
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&nbsp;
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== '''Search Results Navigation''' ==
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The user will see the results displayed in several columns in the '''Search Grid'''. At the bottom of the search grid window, the user is able to navigate the results by pages, including the option of showing 10, 25, 50, and 100 results per page. The user also has the option of jumping to a specific page, or navigating pages one by one. The number of pages and results available will depend on the filters being used.
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[[File:Search Grid 17.png|RTENOTITLE]]
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&nbsp;
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== '''MapIt''' ==
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Depending upon the type of information you're querying, users may or may not have the option to see the specific location of that item on the Map.&nbsp;<br/> If the&nbsp;'''MapIt'''&nbsp;button displays, then select the applicable record, then click the&nbsp;'''MapIt'''&nbsp;button, and the map will zoom to the specific location on the map, with a point, line or polygon indicating the location of that feature.&nbsp;<br/> Another option is to double-click the record. Double-clicking the record has the same result as clicking the MapIt button.
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[[File:Search Grid 05.png|RTENOTITLE]]
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&nbsp;
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== '''Filter Columns''' ==
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Use the&nbsp;'''Column Filter'''&nbsp;button to select which columns display in the Results Grid.
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Click the column filter button to open the list of columns, then select or clear the check boxes next to the column title.
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[[File:Search Grid 10.png|RTENOTITLE]]
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&nbsp;
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== '''Filter Search Results''' ==
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Use the&nbsp;'''Search Box'''&nbsp;to narrow the list of results in the Results Grid. This option will search either '''All Columns''' or '''Visible Columns''' depending on which option is selected in the radial option.<br/> Start typing a value in the&nbsp;'''Search Box'''&nbsp;field (for this example: 376), and the results grid will narrow the results to display only those fields with that value included.
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[[File:Search Grid 07.png|RTENOTITLE]]
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Certain columns may also have the ability to filter results within the column depending on the column's data type. Multiple comparison operators for filtering different data types are available to&nbsp;help the user further refine their search within a column.
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[[File:Search Grid 12.png|RTENOTITLE]]
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&nbsp;
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== '''Map Query Filter''' ==
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This feature allows the user to only display the results of a query on the map, rather than all other data from the dataset. After performing a successful filter on search results, use the&nbsp;'''FilterMap'''&nbsp;button to only display the filtered data on the map. Alternately, you can use the&nbsp;'''ClearMapFilter'''&nbsp;button to display all results of your dataset on the map.
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[[File:Search Grid 18.png|RTENOTITLE]]
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&nbsp;
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== '''Concurrent Searches''' ==
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Users are able to run several searches at the same time. Choose search options and click Search to open a new search tab in the Search Grid. If the search grid is minimized to the lower left corner of Transparent Earth, it will re-open and the new search results will be displayed.
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[[File:Search Grid 06.png|RTENOTITLE]]
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&nbsp;
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== '''Export Fields''' ==
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Click the&nbsp;'''Export to Excel'''&nbsp;or '''Export to PDF''' button to export either all columns or only visible columns depending on which radial button is selected in the options presented in the upper right. Only the filtered options will be exported, so in order to export all available data, make sure to use the&nbsp;'''Clear Filters''' button before exporting.
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[[File:Search Grid 14.png|RTENOTITLE]]
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A browser window displays, allowing you to select the location to save the file, and the option to change the name.
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Select the location and change the name as necessary, then click&nbsp;'''Save'''.
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''Note: Export to PDF option can not be used to export All Columns.&nbsp;Only Visible Columns will work with this feature.''

Latest revision as of 09:23, 6 February 2019

The Transparent Earth Search Grid

Selecting one of the main and sub-items in the Administration and Module Dashboard automatically opens the Search Dashboard directly below it.

For example, opening the Quick Search item, and selecting the Map Layers sub-item opens the Search Dashboard in the lower left portion of Transparent Earth.

RTENOTITLE

The user is able to choose searchable layers from the dropdown. Click Search when you are ready to begin your search.

RTENOTITLE

After you enter your search criteria and then click Search, (or just click Search without adding criteria) the Search Grid and available tools displays in a seperate window within Transparent Earth

RTENOTITLE

Search Grid Window

The Search Grid window can be moved as well as minimized and maximized.

In the upper right, the Search Grid 15.png buttons are available to minimize, maximize, and close the Search Grid. When minimize is selected, the window will minimize to the lower left of the map viewport. Clicking the maximize button or double clicking on the title bar of the Search Grid will expand the window cover the entire area of the map viewport.

 

Search Results Navigation

The user will see the results displayed in several columns in the Search Grid. At the bottom of the search grid window, the user is able to navigate the results by pages, including the option of showing 10, 25, 50, and 100 results per page. The user also has the option of jumping to a specific page, or navigating pages one by one. The number of pages and results available will depend on the filters being used.

RTENOTITLE

 

MapIt

Depending upon the type of information you're querying, users may or may not have the option to see the specific location of that item on the Map. 
If the MapIt button displays, then select the applicable record, then click the MapIt button, and the map will zoom to the specific location on the map, with a point, line or polygon indicating the location of that feature. 
Another option is to double-click the record. Double-clicking the record has the same result as clicking the MapIt button.

RTENOTITLE

 

Filter Columns

Use the Column Filter button to select which columns display in the Results Grid.

Click the column filter button to open the list of columns, then select or clear the check boxes next to the column title.

RTENOTITLE

 

Filter Search Results

Use the Search Box to narrow the list of results in the Results Grid. This option will search either All Columns or Visible Columns depending on which option is selected in the radial option.
Start typing a value in the Search Box field (for this example: 376), and the results grid will narrow the results to display only those fields with that value included.

RTENOTITLE

Certain columns may also have the ability to filter results within the column depending on the column's data type. Multiple comparison operators for filtering different data types are available to help the user further refine their search within a column.

RTENOTITLE

 

Map Query Filter

This feature allows the user to only display the results of a query on the map, rather than all other data from the dataset. After performing a successful filter on search results, use the FilterMap button to only display the filtered data on the map. Alternately, you can use the ClearMapFilter button to display all results of your dataset on the map.

RTENOTITLE

 

Concurrent Searches

Users are able to run several searches at the same time. Choose search options and click Search to open a new search tab in the Search Grid. If the search grid is minimized to the lower left corner of Transparent Earth, it will re-open and the new search results will be displayed.

RTENOTITLE

 

Export Fields

Click the Export to Excel or Export to PDF button to export either all columns or only visible columns depending on which radial button is selected in the options presented in the upper right. Only the filtered options will be exported, so in order to export all available data, make sure to use the Clear Filters button before exporting.

RTENOTITLE

A browser window displays, allowing you to select the location to save the file, and the option to change the name.

Select the location and change the name as necessary, then click Save.

Note: Export to PDF option can not be used to export All Columns. Only Visible Columns will work with this feature.