General

The general config is slightly different depending on the module you are using. If applicable the module names are behind the title to make it clear if the option is exclusive to a module.

Show title/description

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!

Refresh Mode

Enable a refresh on the data source when the user saves changes. This ensures data is always up to date after a save.

Quick Add Mode

In Quick Add mode, when you select a datapoint, it automatically directs you to the Create Record form by default.

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.

Clearing the selection will

Whenever you select a mark in the connected sheet, the extension will filter and show the appropriate data. When you deselect the mark please select the behavior of your likings:

Mark Selection options

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. When enabled, users creating a new record will be shown a menu allowing them to select their desired form of record creation. A default option can be set and the menu can also be hidden.

When no or multiple datapoints are selected and multiselect on marks is enabled the following options are available:

• Global Records, a record is created in the schema without a connection to a datapoint. This is called a global record and is always visible.

• Create one record connected to all, when multiple datapoints are selected one record is created in the schema, but for every selected datapoint a record is created in the mapping table (relationship).

• Allow creation of separate records, when multiple datapoints are selected you get the option to generate a record in the schema for every selected datapoint.

When no marks are selected and above options are enabled, the following menu is shown when adding a record

Filter options

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.

Select datasources to refresh

Which datasources should refresh after adding data or hitting the refresh button? No selection will refresh all datasources used in the connected worksheet.

Specific settings for Data correct

Enable On-demand loading (available from 5.5.0)

By default, all records in your schema are loaded at startup. Enabling this setting will delay loading until a mark is selected. This significantly reduces startup time with large datasets, but introduces a slight delay when selecting a mark. This option is only available when `Show all data` is disabled.

Refresh extension data on mark selection (available from 5.5.0)

This option ensures that the user always sees the most up-to-date data when selecting a mark. While enabling On-demand loading can achieve a similar result, this option is specifically designed to work alongside the Show all data setting.

Enforce uniqueness (available from 5.5.0)

When a new record is submitted, the extension checks whether the key used in the relationship already exists in the database. This is particularly useful in cases where another user may have inserted a record before you had a chance to reload, preventing duplicate entries.

Show add row button

With this option it is possible to add a row to your table without the need to select a mark in a worksheet. The user needs to have write permissions on the schema. This is managed in the Management Console.

PowerTools

Powertools are functions to quickly changes measures. For example interpolate between the first and last value and fill all values inbetween. Use bulk-edit functions to quickly multiply all values, substract or add a value or overwrite all values.

Unsaved changes

With unsaved changes you can keep track of the changes you do and save it once. By disabling this option changes will be undone when you deselect a datapoint and select it again.