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e-Worksheets Quick Start Guide for Business | Step-by-Step Tutorial

Learn how to navigate e-Worksheets for business reporting efficiently. Access reports, customize layouts, apply filters, and export data easily. Refer to this comprehensive guide for a seamless experience.

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e-Worksheets Quick Start Guide for Business | Step-by-Step Tutorial

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  1. 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 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.

  2. AGENDA • Tri2 Overview • About e-Worksheets • Report Overview • Exploring Options

  3. Step 1: Login to Tri2 portalURL : http://bed-srv-tri2.gsig.com:8080/trinitiappsUser Name : UATBVUSERPassword : welcome HOW TO GET STARTED

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

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

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

  7. 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. Report Overview Open Save print and share your files. Also change options and account setting in this view Menu Ribbon Tool Bar Each Button has a specific command Spread Sheet

  9. -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. Exploring Options • Demo • Dynamic Filters • Personalized Views • Layout • Excel Download • E-Mail • Conditional Formatting • Pivot

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

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

  13. - 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. Now, only the records with the selected parameter will be displayed

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

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

  17. ExcelDownload

  18. Email

  19. Conditional FormattingClick on “Conditions” Button

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

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

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

  23. Pivot Pivot Dialog box opens. Choose the settings here

  24. Pivot Output in pivot format

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

  26. Thank You

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