|
<< Click to Display Table of Contents >> Navigation: Multi-case Editing > Grid Editor > Grid Editing Monthly History |
Navigation: Multi-case Editing > Grid Editor >
The Grid Editor can be used to modify Monthly History records or input new values. This is also where users can import Monthly History or copy and paste values from Excel right into the Monthly History form for a case, which can sometimes be easier. Each month of production will be a new row in the Grid Editor, so it might be easier to edit one case's monthly production at a time.
To Open the Monthly History Table in Grid Editor
1.Go to the list of Forms and double-click on Grid Editor if it is not already open. 2.Select the cases to edit by dragging and dropping them from the Case List into the right section of the Grid Editor window. Select multiple cases by using Click+Shift, Click+CTRL, or by dragging over a grouping of cases set up in the sort order. The number of cases selected is shown with a case count on the top right. To remove one or more cases, hover over the case and click the 3.Under Available Edit Tables, select Monthly Production. 4.Click Edit to open the Grid Editor table 5.Make the appropriate changes and click Save to save the data and exit the Grid Editor. |
Columns in the Monthly History Table
These are the standard columns in the Monthly Production table. Click on the icon on the top left •Case ID - The ID code that was created by PHDwin that ties each record to a case in PHDwin. New rows should be populated with the proper Case ID. This is a required field when adding new monthly production records and tells the program which case the volume or volume adjustment will be added to when the Grid Editor is closed. •Case Name - The Case Name is presented so that users are able to easily identify the case, even though the Case ID is the actual field used by the Grid Editor to link the new data to a case. The case name is used for reference and is displayed so users can identify the case being edited. If a new Monthly History record is added, there is no need to populate the Case Name as this new information is not saved in this table. •Date - The date for the recorded volume. This is the month of production that the data is added to (the date for the recorded volume). It should typically be formatted as mm/yyyy (but this depends on the regional settings on the user's computer). •Volume columns - There is a column for each volume based product that is in the database where the historical monthly production volumes for each is entered . The units are the base units for the product set up in the convention for that case. Users can only store values for products that are a part of the Phase Configuration for the case. If this is not the case, an error occurs and the record will not be pulled back by the Grid Editor. |
Things to be Aware of When Editing Monthly Data
•If a date is skipped in Monthly History, it will be populated with zeroes. •If a date is duplicated for any case in Monthly History, it should be corrected, because only one value can be stored for each date. If it is not corrected, the first row of data will be overwritten by the second row of data with the duplicate date. Whatever value is set for the second row is the value that is honored. •If volumes for products that do not exist on the case are populated , they will be thrown out. Each case in PHDwin is assigned a Phase Configuration. The Phase Configuration controls the products that are a part of the case and can store values. So if editing a case that does not have NGL on it, but try to add volumes to NGL in Grid Editor, the NGL volume will be discarded. |