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W H E R E T E C H N O L O G Y W O R K S F O R B U S I N E S S
e-Worksheets Quick Start Guide
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Tri2 Overview About e-Worksheets Report Overview Exploring Options
AGENDA
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Step 1: Login to Tri2 portalURL : http://bed-srv-tri2.gsig.com:8080/trinitiappsUser Name : UATBVUSERPassword : welcome
HOW TO GET STARTED
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Tri2 Page Overview
Application Folders
Frequently Used Applications
Menu Ribbon
Note: Click on Switch UI option on the Menu ribbon to change Interface
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Step 2: Click on GSI eWorksheets on Left Menu
Step 3: Click on “Reports” under GSI eWorksheets then select a Report
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Sample Report Overview
Lets select “GSI SALES ORDER DETAILS REPORT” for example.
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Query Conditions
Query Conditions are used to filter the data as per requirement.
In the sample image “Operating Unit” parameter in red is mandatory field.
Click on this box to open the List of values and select any one and Click “ OK” button.
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Report Overview
Spread Sheet
Open Save print and share your files. Also change options and account setting in this view
Each Button has a specific command
Menu Ribbon
Tool Bar
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-The selected report looks like the below screen shot.-The second ribbon on screen has all the functions to sort, hide, pivot etc. to edit the report
W H E R E T E C H N O L O G Y W O R K S F O R B U S I N E S S
Demo• Dynamic Filters• Personalized Views• Layout• Excel Download• E-Mail• Conditional Formatting• Pivot
Exploring Options
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Dynamic Filters
• Create filters by dragging and dropping the columns on top
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• To hide and sort the columns , use column hide/sort tab
Layout
Layout
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- A pop-up window will open and to hide the column uncheck that box and click on ok, we can see that the column is not visible in the report- To sort the order of the columns , select the column and use up and down arrows to change position of the column
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• Now, only the records with the selected parameter will be displayed
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For instance, uncheck the Product Family Column and click on “ok”
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• In the same way, multiple columns can be selected for sorting as shown below
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Excel Download
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W H E R E T E C H N O L O G Y W O R K S F O R B U S I N E S S
Conditional Formatting
Click on “Conditions” Button
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Now, Conditions window pops up. Enter the required condition as shown below
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Now, only those records that meet the condition will be formatted.
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Pivot
To Configure a Pivot, Click on Pivot Button on the top ribbon as shown below
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Pivot
Pivot Dialog box opens. Choose the settings here
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Pivot
Output in pivot format
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Personalized ViewsAfter making changes, save as Personalized view to open next time
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Thank You
