Worksheet Best Practices

Welcome to the Worksheet! The Worksheet is packed with capabilities so you can manage and organize your data more effectively than ever before. 

Worksheet Best Practices

Inside of the Worksheet, there are many ways a user can organize and view data in order to make it as clean as possible. All of these features and suggestions allow for a better user experience providing flexibility in how the user wants to view their data.

Tags

Tags allow users to categorize materials and are entirely customizable to an organization’s needs. Tags work across the Albert platform to connect data in an organized way. The following are ways a user can utilize Tags to better organize their Worksheet:

  • For commonly used Tags, create uniform Tag names across your organization for easy search and filtering (no duplicates).
  • Identify a few key areas for organizational tags to live (i.e. sustainability requirements, safety hazards and procedures, lab compliance (i.e. storage instructions)
  • Create personalized tags for your own organization: “P- High Temp Resistance.”

For more information on Tags in Albert, navigate to this help article.

Row Grouping

Row grouping allows for users to group inventory items in their Products / Formulas to ensure a cleaner and more organized Worksheet experience. Row grouping is an important practice to ensure an organized Worksheet. Some tips to use Row Groups to organize the Worksheet:

  • Start hierarchy with high-level categories Raw Materials, Consumables, etc.
    • Allows user to continue creating groups within parent rows for more detailed grouping and organization
  • Group as many items as possible to limit clutter
    • Perform any group based calculations in the row groups to keep it organized

For more information on Row Grouping and to learn how to Row Group, go to this help article.

Pin / Unpin Columns

The Pin / Unpin Column functionality is used to either Pin the specified column to the left side of the divider or to Unpin the specified column from the left side of the divider. This functionality is useful for columns that you are actively using and editing so side scrolling is not necessary.

The following are some best practices when it comes to pinning columns:

  • Pin the columns which you are actively working on.
  • Have no more than four pinned columns at a time to ensure all pinned columns are visible.
  • New columns created inline from a a pinned column will be pinned as well.

For more information on Pin / Unpin Columns and to learn how to perform this action, go to this help article.

State Management

Once the width of columns is changed, columns are reorganized, or columns are pinned, the Worksheet will automatically revert to this state every time the Project is opened. This also includes the grouping and reordering of rows in the Worksheet.

Some best practices to follow for state management:

  • Decreasing the width of columns such as Manufacturer and Albert ID so that pinned columns Products A and B take up more screen space and are easier to view.
  • Reordering and increasing the widths of certain columns to easily compare the results of similar formulas that may not be numerically in order.

For more information on State Management in the Worksheet, please go to this help article.

Filters

Using both row and column filters allow for a quick way to view specific items of relevance in the Worksheet. 

Row filters are available in the Name, Albert ID, and Manufacturer columns and allow for you to only view the rows that need to be seen (and hides the rest). Some ways that row filters are useful:

  • Products / Formulas that only contain specific raw materials need to be compared
    • Example: Glycerin amounts for Products A, B, C, and D.
  • Product / Formulas that contain raw materials by a specific manufacturer.
    • Example: Chemical Manufacturer 1 is having quality issues with their raw materials, so want to see which raw materials may be affected.

There are five column filter types in the Worksheet:

  1. Product / Formula ID
  2. Inventory
  3. Tags
  4. Data Templates
  5. Created By

Some example to how column filters are useful:

  • Comparison of formulations for Products A and B side-by-side without any other Products in view.
  • Results comparison for Products that have had Tensile testing performed to easily analyze results.
  • Products that contain a "Commercial" tag need to quickly be referenced and compared.

For more information on using Worksheet filters and filter types, please go to this help article.

Focus

The Focus View function for a Product or Formula in your Worksheet allows you to hide rows without values, only displaying rows with values for that column in your Worksheet. 

If you select the Focus View function for two or more columns in your Worksheet, it will show you all of the values in either one of those columns.

Focus view is particularly useful for an easy comparison of values for Products / Formulas with similar quantities, perfect for looking at results of ladder studies.

For more information on Focus view in the Worksheet, please go to this help article.

Focus vs. Filters

Use Focus to hone in on one or more columns you are working on.

Use Filters when you need to quickly find something within the grid.

Inline Task Creation

Create Batch and Property Tasks for Products / Formulas without leaving the Worksheet view for a quick and easy task creation process.

For more information on this feature, please go to this help article.

Inline Results Entry

Enter results directly into the Worksheet without having to create new Property Tasks for each Product to streamline workflows.For more information on inline results entry and best practices, please go to this help article.

Calculations

There are over 390 calculations that can be performed in the Worksheet to easily be able to calculate values that are important to you, similar to Excel! Whether it is calculating epoxy values, emissions, weight percentages, etc. all of these can be done on your Product / Formulas. Some things to note:

  • Calculations work similar to Excel with cells having a row number and a column letter
    • To see these values, type = into a cell for the labels to appear.
  • Product / Formula must be unlocked in order to add a calculation into the column.

To see all calculations that are supported in the Worksheet, please refer to this help article

Sheets

Multiple sheets within one worksheet allow users to manage large projects. Split products and thus keep the individual sheets of a worksheet smaller and clearly arranged.

 

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