When you use List Records, you can view the properties of all
chart items that contain data records in a table view.
About this task
The List Records feature in Analyst's Notebook gives you greater
flexibility when it comes to exploring the property values of data records. The
ability to view, sort and filter records and their properties in a table layout is
useful for quick comparisons, and saves you the time of clicking through each record
in the Record Inspector. From the List Records view, you can
also change the selected record to another, and copy property values to the
clipboard.
Procedure
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Select a record, or multiple records on the chart.
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Click List Records from the record bar or from the
Analyze tab on the ribbon.
The List Records window opens. If no filters are
applied, the record types and counts are listed. Selected records are shown as a
subset of the total. For example, if you have 85 Person records on the chart and
you select 27 of them, you see Person 27 / 85. The number
"27" is coloured blue to indicate the selected records count.
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Click a filter, such as Person. The Person records are displayed in a table
view. Selected records gain an orange dot next to the Person icon. You can
filter the records further depending on the secondary filter options available,
for example Selected or Unselected.
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You can sort the rows to three levels using the drop-down menus. For example,
if you sorted your person records by Gender, you could further sort those groups
by Date of Birth. The available sorting options reflect the column headings in
your table. Click the column heading to reverse the order, and click again to
deselect column sorting. You can also sort a column by clicking on the column
heading, for example clicking on Family Name sorts the column alphabetically and
places Family Name as the option in your Sort rows by
field.
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Click any value in the table view to move to the corresponding record on the
chart.
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Use the search field above the table columns to find text in any column.
Matching text is highlighted in the table.
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Use Chart Item Selection options to:
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Select or deselect records on the chart.
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Replace the records selected on the chart with those rows selected in
the table.
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Extend the selection to include links and link ends on the chart for
entity records, or add both end records to selected links.
You can right-click on a row and choose the select, deselect, or replace
options from the menu.
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Use Copy options to:
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Copy the table to clipboard as text.
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Copy selected rows to the clipboard as text.
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Customize your Copy as Text Options to include
or exclude parts of the table. You can also specify whether to replace
new lines and tabs with spaces or alternative characters.
You can right-click on a row and choose to copy cell values or copy the entire
row to the clipboard as text.
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Use Export to export the file, or export selected rows
as an .xlsx, .csv or
.tsv file. If you have no primary filter selected, the
option to Export Selected Rows to File is unavailable. If
you have 2 or more rows selected in the table, you can right-click and select
Export Rows to File from the menu.