Trouble Viewing Images? Right-click on any image and select "Open in new tab" to view a larger version. You can also zoom in using Ctrl + Mouse Wheel for easier readability.
Summary
This article provides an overview of the VDM Main Ribbon and its available Ribbon Bars, including the tools, options, and functions used for database management, reporting, workspace configuration, exporting, community resources, and application help features.
Database Ribbon
The Database Ribbon contains tools for managing Connection Profiles, Manage Med options, and organizing tables within the Tables and Fields panel.
Connections
These options are used to create, load, and manage Connection Profiles.
| Ribbon Item | Description |
|---|---|
| New | Launches the Connection Wizard to create a new Connection Profile. |
| Load All | Loads all Connection Profiles into Tables and Fields. |
| Load Selection | Loads the selected Connection Profile into Tables and Fields. |
| Edit | Launches the Connection Wizard to edit an existing Connection Profile. |
| Manage View Connections | Allows views with multiple Connection Profiles to be mapped to other Connection Profiles. |
MM Options
These options are used within the Manage Med application.
| Ribbon Item | Description |
|---|---|
| Selfpay | Filters results for Selfpay records. |
| Insurance | Filters results for Insurance records. |
| Both | Displays both Selfpay and Insurance records. |
| Validate Master Desk List | Validates the current Master Desk List configuration. |
Tables and Fields
These options are used to connect to the current Database and organize tables within the Tables and Fields panel.
| Ribbon Item | Description |
|---|---|
| Connect | Opens the connection with the current Database. |
| Disconnect | Terminates the connection for the current Database. |
| Expand All Tables | Expands the fields list on all loaded tables. |
| Collapse All Tables | Collapses the fields list on all loaded tables. |
| Find Tables | Searches for tables based on the table's name. |
| Show All Tables | Shows all tables; useful after using the Show Favorites button. |
| Show Favorites | Shows only tables that have been marked as favorite. |
Tips
- Use Find Tables when working with databases containing many tables.
- Use Show Favorites to quickly access commonly used tables.
- Use Expand All Tables when reviewing fields across multiple tables.
- Use Collapse All Tables to reduce visual clutter.
- Use Connect before loading or expanding tables.
WebReports Ribbon
The WebReports Ribbon contains tools for opening, publishing, and managing reports within WebReports.
This ribbon is only visible when using WebReports Connection Profiles.
Options
These options are used to access and manage reports in WebReports.
| Ribbon Item | Description |
|---|---|
| Open | Opens views that have been uploaded to WebReports. |
| Open Completed | Opens completed reports from WebReports in VDM without needing to be executed. |
| Publish | Publish views to WebReports. |
| Save and Upload | Saves any changes to the current view and uploads it directly to WebReports. |
Home Ribbon
The Home Ribbon contains tools for creating, saving, running, and managing Views within VDM. It also provides access to graphical reporting features and Scheduler tools.
File
These options are used to create, open, and save Views.
| Ribbon Item | Description |
|---|---|
| New | Create a new View. |
| Open | Open an existing View. |
| Save | Save the View that is currently open. |
| Save As | Save the View that is currently opened with a new name. |
| Save with Data | Save the View file and embed the View’s data. |
| Save Encrypted | Saves the View in an encrypted format so it cannot be accessed by anyone outside your organization and cannot be read/edited within a text editor. |
| Recent | Displays recently opened Views. |
Search
These options are used to execute Views.
| Ribbon Item | Description |
|---|---|
| Run View | Runs the View that is currently open. |
Graphical
These options provide access to graphical reporting and visualization features within VDM.
| Ribbon Item | Description |
|---|---|
| Insights | Launches Insights, a single point of access for Grids, Charts, Finished Reports and Visualizations that allows you to access data from any date and time. |
| Finished Reports Designer | Launches Finished Reports, a professional report writing feature. |
| Visualize Designer | Launches Visualize Designer, a profession data visualization feature. |
Scheduler
These options are used to create and manage scheduled jobs.
| Ribbon Item | Description |
|---|---|
| Calendar | Opens the Calendar section of the Scheduler allowing the creating and editing of scheduled jobs. |
| Job | Opens the Job setup page allowing the creation/editing of jobs that can be leveraged on the Calendar or in a Master Job. |
| Master Job | Launches the Master Job editor for creating batches of Views to run in queue and on demand. |
Reset View
These options are used to stop currently executing Views.
| Ribbon Item | Description |
|---|---|
| Abort Search | Aborts a View that is currently being executed. (Only works if the database allows) |
View Options Ribbon
The View Options Ribbon contains tools for controlling query behavior, grouping, sorting, embedded resources, and post-query processing within VDM.
(Must be set per View - view level options)
Grouping and Sorting
These options control how grouping and sorting are processed within VDM.
| Ribbon Item | Description |
|---|---|
| Client-Side Grouping | Processes Grouping and Summary items within VDM instead of on the database. |
| Client-Side Sorting | Processes Sorting items within VDM instead of on the database. |
Query
These options control how queries are generated and processed.
| Ribbon Item | Description |
|---|---|
| Select Distinct | Returns only unique rows of data and ignores duplicates. |
| Summary Only | Returns aggregated Summary data without returning Detail data. Enabling this option disables Client-Side Grouping. |
| View SQL Query | Displays the SQL query generated from the current View configuration. |
| Select Top Records | Limits the number of records returned using Top X syntax. |
| Native SQL | Allows VDM to leverage native SQL features not accessible in Universe. |
| Use Table Alias | Uses table aliases defined in Linking instead of actual table names within the query. |
| Redact | Redacts the query being sent when running the View to help prevent sensitive information from being exposed. |
| Multi Query Splitter | Allows the user to set the value used in Advanced Query when performing Multi Query splits. |
| Multi Query Name Splitter | Splits queries based on labels. |
Embed
These options allow expressions and command tables to be embedded directly into the View file.
| Ribbon Item | Description |
|---|---|
| Embed Expressions | Saves Expressions used within a View directly into the VDM View file. |
| Embed Command Tables | Saves Command Tables used within a View directly into the VDM View file. |
Post Query
These options control how results are processed after the query completes.
| Ribbon Item | Description |
|---|---|
| Replace Numeric Nulls | Replaces null numeric values with 0. |
| Expandable Excel Groups | Displays expandable grouping when exporting data grids to Excel. |
| Default Control | Defines the default control that receives focus after results are returned. |
| Transpose Detail | Flips the Detail Grid using column headers as row headers. |
| Transpose Summary | Flips the Summary Grid using column headers as row headers. |
Delete
These options remove items from the currently opened View.
| Ribbon Item | Description |
|---|---|
| Delete Finished Report | Removes all Finished Reports items from the currently opened View. |
| Delete Visualize | Removes all dashboard items from the currently opened View. |
Data Warehouse
These options control Data Warehouse processing behavior.
| Ribbon Item | Description |
|---|---|
| Details: Append | Appends Detail data. |
| Summary: Append | Appends Summary data. |
Tips
- Use Summary Only when detail-level records are not required.
- Use View SQL Query when troubleshooting generated SQL.
- Use Embed Expressions and Embed Command Tables when sharing Views with other users.
- Use Redact to help prevent sensitive query information from being exposed.
- Use Client-Side Grouping and Client-Side Sorting when working with smaller datasets locally.
Export\Print Ribbon
The Export\Print Ribbon contains tools for exporting Views directly to output formats or previewing exports before generating the final output.
No Preview
These options export data directly to the selected output format without opening the Export Preview window.
| Ribbon Item | Description |
|---|---|
| Details | Exports the Details. |
| Summary | Exports the Summary. |
| Pivot | Exports the Pivot. |
| Chart | Exports the Chart. |
| Export Multi Sheet | Exports the Details, Summary, Basic Chart and Totals to a multi-sheet document. |
Preview
These options export data to VDM’s Export Preview feature before generating the final output. This allows you to review the exported data prior to saving or distributing the file.
| Ribbon Item | Description |
|---|---|
| Details | Exports the Details. |
| Summary | Exports the Summary. |
| Pivot | Exports the Pivot. |
| Chart | Exports the Chart. |
Tips
- Use the No Preview options when exporting directly to a final output format.
- Use the Preview options when reviewing formatting before exporting or printing.
- Use Export Multi Sheet when exporting multiple result types into a single document.
- Use Chart exports when sharing visual summaries of data.
Community Ribbon
The Community Ribbon provides access to BridgeWorks community resources and VDM updates.
Info
These options provide access to community discussions and product news.
| Ribbon Item | Description |
|---|---|
| Forum | Direct link to the BridgeWorks forum. A place for Report Writers and Developers to share their ideas, techniques and ask questions. |
| News | Get the latest updates on VDM. |
Help Ribbon
The Help Ribbon provides access to VDM version information, licensing, support resources, application settings, and upgrade utilities.
Help
These options provide access to support tools, licensing features, and application maintenance utilities.
| Ribbon Item | Description |
|---|---|
| About | Shows information about the current version of VDM. |
| View Release Notes | View the release notes on each version of VDM. |
| Register | Used to register VDM’s installation and license for the workstation. |
| Support | Launches the VDM support website. |
| Auto Updater | Launches VDM’s automated update/upgrade processes and is used to keep your VDM installation current. |
| WR App Settings | Used for encrypting Database / OKTA information in the appsettings for WebReports. |
| Batch Upgrade FR | Convert multiple report views. |
Tips
- About – Displays information about the currently installed version of VDM
- View Release Notes – Review changes, fixes, and enhancements included in each VDM release
- Register – Used to register and activate the VDM installation and workstation license
- Support – Opens the VDM Support website for documentation, troubleshooting resources, and assistance
- Auto Updater – Launches VDM’s automated update and upgrade process to help keep the installation current
- WR App Settings – Used to encrypt database and OKTA information within WebReports appsettings
- Batch Upgrade FR – Used to upgrade or convert multiple Finished Reports at the same time
Comments
3 comments
Would it be possible to add information for the "transpose detail" and "transpose summary" options found under View Options/Post Query
Thank you for bringing this to our attention Nicolas. This article has been updated to reflect the current ribbon bars in VDM which now includes the transpose options. Below is an article relevant to Tranpose and it's usage.
Transpose Detail / Summary Grid – BridgeWorks Help Center (bridgeworksllc.com)
Thank you so much Cory!
Please sign in to leave a comment.