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The key understanding here is this tool creates a dataset that can be used on a report. It does not create a form that you interact with on the screen like other DIY forms.
Creating a "Consolidated" Test Grid
The report image below shows the end result goal of a "consolidated" test grid. This is an example of how the dataset will take like data from multiple tests (belonging to the same sample" ) and combining that data in a data grid on a report. Each row in the table on the report is from a different test record / form. Also note the use of calculations on the report to insert an "average" line at the bottom of the table.
Below the report image is the consolidated form setup. A few sample-level fields were placed at the top (Sample Number, Sample Date, Technician). Then a data grid was used to aggregate data from multiple tests into one consolidated table. That table stored the following data: Specimen Number, Test Number, Test Date, Tested By, Width, Height.
Creating the "Consolidated" Data Grid
- Click The Add Field button
- Select the Consolidated Test Grid tab in the resulting pop up
Field | Purpose |
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Label |
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System Name |
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Settings - Source Type |
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Adding Fields to the "Consolidated" Data Grid
- Click the Add Field button within the data grid
- Make sure you are on the Form Field tab in the pop up
Field | Purpose |
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Form NameĀ |
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System Name |
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Label |
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Creating a "Summary" Test Grid
The report image below shows the end result goal of a "summary" test grid. This is an example of how the dataset will take identified data points / fields from different tests (belonging to the same sample) and make that data available for reporting. Each "column" in the Tests section of the report shows data from different tests belonging to the same sample.
Below the report image is the summary form setup. A few sample-level fields were placed at the top (Sample Number, Sample Date, Technician). Then a data grid (one for each possible test form) was used to define which fields from each test needed to be summarized.
Creating the "Summary" Data Grid
Info |
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The use of the word "data grid" in this context may be confusing. You may not be creating an ultimate "grid" that appears on your report, but it ends up being the mechanism used to store the data fields from different tests that you want to have appear on the report. |
- Click The Add Field button
- Select the Consolidated Test Grid tab in the resulting pop up
Field | Purpose |
---|---|
Label |
|
System Name |
|
Settings - Source Type |
|
Settings - Form Name |
|
Adding Fields to the "Summary" Data Grid
- Click the Add Field button within the "data grid"
- Make sure you are on the Form Field tab in the pop up
Field | Purpose |
---|---|
Form NameĀ |
|
System Name |
|
Label |
|