Worksheet

Design a worksheet page to support users viewing and managing a collection of entries in tabular or matrix form. Or, use when a custom filter or a set of default field values is the basis for users’ work with the collection.

Worksheet page guidelines

From the user’s perspective, the following are qualities of a well-designed worksheet page:

  • Presents a grid with a set of columns that is optimized for viewing and managing the given collection.

  • Has fields above the grid that specify filtering, or specify the default values effective during data entry and editing in the grid.

  • If summary fields or additional details of the selected row are shown, these appear below the list.

  • If custom viewing options are available, these appear below the list and below any given row summary/details.

  • Includes one or two FactBoxes to give essential collection statistics, and relevant related details for the selected row.

Example of a Worksheet page

Task page showing sales prices worksheet

See Also

Concepts

Data Entry List
Overview List
Worksheet
Journal
Inquiry