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The material contained in this document is proprietary to Triniti Corporation (Triniti). This material may not be disclosed, duplicated or otherwise revealed,

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Presentation on theme: "The material contained in this document is proprietary to Triniti Corporation (Triniti). This material may not be disclosed, duplicated or otherwise revealed,"— Presentation transcript:

1 The material contained in this document is proprietary to Triniti Corporation (Triniti). This material may not be disclosed, duplicated or otherwise revealed, in whole or in part, without prior written consent. 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

2 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  Tri2 Overview  About e-Worksheets  Report Overview  Exploring Options AGENDA

3 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 Step 1: Login to Tri2 portal URL : http://bed-srv-tri2.gsig.com:8080/trinitiapps User Name : UATBVUSER Password : welcomehttp://bed-srv-tri2.gsig.com:8080/trinitiapps HOW TO GET STARTED

4 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 Tri2 Page Overview Application Folders Frequently Used Applications Menu Ribbon Note: Click on Switch UI option on the Menu ribbon to change Interface

5 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 Step 2: Click on GSI eWorksheets on Left Menu Step 3: Click on “Reports” under GSI eWorksheets then select a Report

6 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 Sample Report Overview Lets select “GSI SALES ORDER DETAILS REPORT” for example.

7 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 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.

8 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 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

9 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 -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

10 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

11 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 Dynamic Filters Create filters by dragging and dropping the columns on top

12 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 To hide and sort the columns, use column hide/sort tab Layout

13 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 - 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

14 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 Now, only the records with the selected parameter will be displayed

15 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 For instance, uncheck the Product Family Column and click on “ok”

16 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 In the same way, multiple columns can be selected for sorting as shown below

17 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 Excel Download

18 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 Email

19 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

20 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 Now, Conditions window pops up. Enter the required condition as shown below

21 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 Now, only those records that meet the condition will be formatted.

22 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 Pivot To Configure a Pivot, Click on Pivot Button on the top ribbon as shown below

23 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 Pivot Pivot Dialog box opens. Choose the settings here

24 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 Pivot Output in pivot format

25 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 Personalized Views After making changes, save as Personalized view to open next time

26 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 Thank You

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