Download User Manual - MasterMine Software

Templates and Toolkits ........................................................................................................................................................... 62 Database Terms ...................................................................................................................................................................... 62 MASTERMINE SCREEN ELEMENTS .............................................................................................................................................. 63 Pivot Table Elements .............................................................................................................................................................. 63 FIELD COLORS ............................................................................................................................................................................ 65 MASTERMINE RIBBONS IN EXCEL 2007 AND HIGHER ................................................................................................ 67 THE MASTERMINE RIBBON ........................................................................................................................................................ 67 Refresh .................................................................................................................................................................................... 67 “Analyze/Rearrange” Ribbon Group ..................................................................................................................................... 68 “Clean Up” Ribbon Group ..................................................................................................................................................... 68 Delete All Worksheets named “Sheet#” ................................................................................................................................. 68 Delete worksheets ................................................................................................................................................................... 68 Delete all drilldown and Log sheets........................................................................................................................................ 69 Hide unused filters .................................................................................................................................................................. 69 Page setup ............................................................................................................................................................................... 69 “Deliver” Ribbon Group ........................................................................................................................................................ 69 Security ................................................................................................................................................................................... 69 Share Report ........................................................................................................................................................................... 70 Auto-Refresh on Open ............................................................................................................................................................. 70 Schedule Print ......................................................................................................................................................................... 71 “Application” Ribbon Group.................................................................................................................................................. 72 THE MMTOOLS RIBBON ............................................................................................................................................................. 72 “Active Report” Ribbon Group .............................................................................................................................................. 72 : ............................................................................................................................................................................................... 73 Show Stats: .............................................................................................................................................................................. 74 “Active Field” Ribbon Group ................................................................................................................................................. 75 Apply Filter Across Tabs......................................................................................................................................................... 76 “Group” Ribbon Group .......................................................................................................................................................... 76 Grouping ................................................................................................................................................................................. 76 “Date Field Functions” Ribbon Group .................................................................................................................................. 76 Date Range ............................................................................................................................................................................. 77 Week Grouping ....................................................................................................................................................................... 77 Age from today ........................................................................................................................................................................ 77 Text as date ............................................................................................................................................................................. 77 “Numeric Field Functions” Ribbon Group ............................................................................................................................ 77 THE MASTERMINE DRILLDOWN RIBBON .................................................................................................................................... 78 GoldMine Group ..................................................................................................................................................................... 78 Pop Record ............................................................................................................................................................................. 79 Edit Activity............................................................................................................................................................................. 79 MMUpdater ............................................................................................................................................................................ 79 Finalize ................................................................................................................................................................................... 79 Undo ....................................................................................................................................................................................... 79 THE MASTERMINE TOOLBAR (EXCEL 2003) .................................................................................................................. 80 REFRESH DATA ........................................................................................................................................................................... 81 Simple Refresh ........................................................................................................................................................................ 81 Refresh All............................................................................................................................................................................... 81 Purge Selected Field ............................................................................................................................................................... 81 Purge All ................................................................................................................................................................................. 81 Sort Field and Refresh: ........................................................................................................................................................... 81 Clone Report: .......................................................................................................................................................................... 81 FORMATTING SUBMENU ............................................................................................................................................................. 82 Hide Page fields set to show “(All)” items ............................................................................................................................. 82 Show Page Fields With Hidden Items ..................................................................................................................................... 82 vii