Using The Advanced Editor

How to use the Advanced Editor to edit and update data

The Advanced Editor


You can access the Advanced Editor from the Profiles Tab by clicking the Advanced Editor button as below:



This editor is designed to give an Excel-like experience to those of you who are familiar.





To edit a cell, simply left-click on what you want to edit, or double-click, and start typing.


When done, either press the enter key or tab key to go to the next cell.


The data will automatically be saved and the score will be then be recalculated.



Show or Hide Columns


On the right of the grid is the columns selector. If it's hidden, press the Columns button to reveal the list. You can then select or deselect which columns you want to see.



Deleting a Profile


To delete a single profile, just right click on one of the cells for that person, then select the Delete option.


You will be prompted to confirm this action, make sure the person name is correct first!


This action cannot be undone.



Freezing / Pinning Columns


To stop the column from scrolling horizontally with the rest of the fields, you can pin columns from the unfrozen pile on the right to the left.


Just click on the header, and select Pin Column.


You can also then drag other columns into the Freeze pane.



Filtering in Advanced Editor


You will see that you have the option to filter which profiles appear in the Advanced Editor at the top left of the screen.


To change the filter simply click on either of the already selected filters and make the changes you’d like.


For more information on using our filter bar, please see the Filter Bar Guide


You can also enter values into the column filters, where it allows, this will filter in addition to what you have selected in the filter bar. Either type directly into the filter box, or you can click the filter icon to modify it for a more advanced filter.



Sorting in the Advanced Editor


You can sort the grid by clicking on a column header.


If you click again, this will reverse the sort order.


To sort by multiple columns, hold the shift key when selecting the columns.