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Social Services Information System

Social Services Information System (SSIS) Version 11.3 8/15/11 Module: SSIS Grids of 24

SSIS Grids

Table of Contents SSIS Grid Options ........................................................................................................................ 3

Grid Basic Navigation Options .............................................................................................. 4

How to Access SSIS Grid Options: ..................................................................................... 4

Move Columns in a Grid ......................................................................................................... 5

How to Reposition or Move a Column in a Grid: ............................................................ 5

Add or Remove Columns in a Grid ....................................................................................... 5

How to Add or Remove Columns in a Grid: .................................................................... 6

Print Grid ................................................................................................................................... 6

How to Print the Grid: ......................................................................................................... 6

Export Grid ................................................................................................................................ 7

How to Export a Grid: .......................................................................................................... 8

Export Raw Grid ....................................................................................................................... 8

How to Export Raw Grid: .................................................................................................... 8

Go To .......................................................................................................................................... 9

How to Use the Go To Function in a Grid: ....................................................................... 9

Expand All and Collapse All ................................................................................................ 10

How to Expand All or Collapse All Group Fields: ........................................................ 10

Sort Ascending, Sort Descending and Clear Sorting ........................................................ 11

How to Sort a Column in Ascending Order: .................................................................. 11

How to Sort a Column in Descending Order: ................................................................ 11

How to Clear Column Sort Orders: ................................................................................. 11

View .......................................................................................................................................... 12

Preview .................................................................................................................................... 12

Header Auto Height .............................................................................................................. 12

Row Auto Height ................................................................................................................... 13

Auto Filter ............................................................................................................................... 13

How to Auto Filter a Column: .......................................................................................... 13



How to Use the Custom Filter Option: ............................................................................ 14

Auto Filter banner options: ............................................................................................... 15

How to Filter Using the Filter Builder: ............................................................................ 15

Filter Box .................................................................................................................................. 16

Filter Row ................................................................................................................................ 16

Group By This Field ............................................................................................................... 17

How to Group By This Field: ............................................................................................ 18

Group By Box .......................................................................................................................... 18

How to Create a Group By Box: ....................................................................................... 19

Footer ....................................................................................................................................... 19

Group Footers ......................................................................................................................... 20

How to Add a Footer: ........................................................................................................ 21

How to Add a Group Footer: ............................................................................................ 21

Remove this Column and Field Chooser ............................................................................ 21

How to Remove a Column: ............................................................................................... 22

How to Choose Fields to Display in a Grid: ................................................................... 22

Best Fit and Best Fit (all columns) ........................................................................................ 22

How to Best Fit an Individual Column: .......................................................................... 22

How to Best Fit (All Columns): ......................................................................................... 22

Restore Grid Defaults ............................................................................................................ 22

How to Restore Grid Defaults: ......................................................................................... 23

Restore Grid Print Settings.................................................................................................... 23

How to Restore Grid Print Settings:................................................................................. 23

Resources: .................................................................................................................................... 24



SSIS Grid Options Grid options are found throughout the application including searches and in General Reports. Grid options offer a unique way to manage data and organize the information SSIS maintains on clients, casework and fiscal information. Grids can ease search capabilities; provide information that is most needed by individual users; be used as a reporting tool and display important information. In order to fully utilize grids in the SSIS program, it is important that users learn the grid options. Grid options are available in almost every grid within the SSIS application. Grid options are enabled when search results display in the grid, when a grid report is generated or when a preview screen is available and a grid is displayed above the detailed information. Grids provide options for filtering data, sorting data and displaying data. Changes made to a grid remain until the user changes the customization or restores that specific grid to the system defaults. Grid functionality can assist with the creation of specialized reports. Users have the capability to export data from SSIS to Excel or another software program. This provides the ability to further customize reports.

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How to Remove a Column:

1. Right‐click in the grid in the column to remove. 2. Select Remove this Column.

How to Choose Fields to Display in a Grid:

1. Right‐click on the grid and select Field Chooser. 2. A Customization box displays with available columns for the grid. 3. Click and hold mouse button down on column name in Customization box. 4. Drag column to the location the column displays in the grid. 5. Click the X button to close the Customization box.

Best Fit and Best Fit (all columns) Best Fit broadens or narrows a specific column selected automatically depending on your monitor and window size. Best Fit (all columns) broadens or narrows all the columns currently displaying on the report based on your monitor and window size.

How to Best Fit an Individual Column:

Right‐click on the individual column in the grid and select Best Fit.

How to Best Fit (All Columns):

Click anywhere in the grid and select Best Fit (all columns).

Restore Grid Defaults The Restore Grid Defaults function resets the selected grid to the default setting for that grid. All column changes, including any filter options or footer changes, revert back to the system defaults.

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Resources: Department of Human Services website: CountyLink: Print Option Toolbars Job Aid: http://www.dhs.state.mn.us/main/groups/agencywide/documents/pub/dhs16_146989.pdf Department of Human Services website: CountyLink: SSIS Fiscal: Customize Grid Reports: http://www.dhs.state.mn.us/main/groups/agencywide/documents/pub/dhs16_155914.pdf Department of Human Services website: CountyLink: SSIS Fiscal: Customize Search Grids and Preview Panel Grids: http://www.dhs.state.mn.us/main/groups/agencywide/documents/pub/dhs16_155913.pdf

draft Enhanced Grids Module 2011grids by se e column e this Colu also remov n order to Header I S...

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