Using tables /visma-net-erp/getting-started/using-tables section 2026-02-19T17:09:06+01:00 # Using tables Click the links below to learn more about a topic you are interested in. Use the breadcrumb links in the upper left corner to see your location, navigate backwards or go to the starting point. About the table toolbar /visma-net-erp/getting-started/using-tables/about-the-table-toolbar section Each table in an Visma Net window, tab, or dialog box has a table toolbar, which contains the buttons you can use to work with the details or objects of the table. 2026-02-19T17:09:06+01:00 # About the table toolbar Each table in an Visma Net window, tab, or dialog box has a table toolbar, which contains the buttons you can use to work with the details or objects of the table. Each table in an Visma Net window, tab, or dialog box has a table toolbar, which contains the buttons you can use to work with the details or objects of the table. A toolbar includes buttons that are specific to the table, standard buttons that most table toolbars have, and the search field (for some tables; for others, the search field is displayed in the filtering area). ## Standard table toolbar buttons The following table describes the standard table toolbar buttons. A table toolbar may include some or all of those buttons. If a table toolbar includes table-specific buttons, they are described in the window reference help topic. |Button|Icon|Description| |---|---|---| |**Refresh**|![Icons_Refresh](/media/visma-net-erp/Icons_Refresh.png)|Refreshes the data in the table.| |**Switch between grid and window**|![Icons_Form_Grid_Views](/media/visma-net-erp/Icons_Form_Grid_Views.png)|Controls how the elements are displayed in the window: in a table (grid) with rows and columns; or as separately arranged elements for one table row in a window, with navigation tools you use to move between row data.| |### New record|![Icons_Add_row](/media/visma-net-erp/Icons_Add_row.png)|Direct you, for example, to the Purchase order or the Customers window to create a new purchase order or customer.| |**Delete row**|![Icons_Clear_Filter](/media/visma-net-erp/Icons_Clear_Filter.png)|Deletes the selected row.| |**Fit to screen**|![Icons_Fit_to_screen](/media/visma-net-erp/Icons_Fit_to_screen.png)|Adjusts the table to the screen width and makes the column width proportional.| |**Export to Excel**|![form_toolbar_buttons_Excel](/media/visma-net-erp/form_toolbar_buttons_Excel.png)|Exports the data in the table to an Excel file.| |**Filter settings**|![Icons_Add_Filter](/media/visma-net-erp/Icons_Add_Filter.png)|Opens the **Filter settings** dialog box, which you can use to define a new advanced filter. After you create and save the filter, the corresponding tab appears on the table.| |**Load records from file**|![Icons_Upload_File](/media/visma-net-erp/Icons_Upload_File.png)|Opens the **Filter settings** dialog box, described in detail below, so you can locate and upload a local file for import. You can use this option to import data from an Excel spreadsheet (.xlsx ) or.csv file.| |**Search**|![Icons_Search](/media/visma-net-erp/Icons_Search.png)|A field in which you can type a word, part of a word, or multiple words. As you type, the system filters the contents of the table to display only rows that contain the string you have typed in any column.| ## File upload dialog box With the **File upload** dialog box, you select a file of one of the supported formats ( **.csv** or **.xlsx** ) to import data from the file.
Element Description
File path

The path to the file you want to upload.

To select the file, click Browse, and then find and select the file you want to upload.
Upload (button) Closes the dialog box and opens the Common settings dialog box, where you specify the import settings.
## Common settings dialog box In the **Common settings** dialog box, which opens if you click **Upload** in the **File upload** dialog box, you specify the import settings for a file that you has selected in the **File upload** dialog box.
Element Description
Separator chars

The character that is used as the separator in the imported file.

By default, the comma is used as the separator. You specify the separator character if the imported file uses any other separator.

This field appears only if you import data from a. csv file.
Null value

Optional.

The value that is used to mark an empty column in the imported file.

You specify the null value if the value in the imported file differs from the empty string.
Encoding

The encoding that is used in the imported file.

This field appears only if you import data from a .csv file.
Culture The regional format that has been used to display the time, currency, and other measurements in the imported file.
Mode

The mode defining which rows of the uploaded file will be imported into the table. The following options are available:

Update existing
The rows already present in the table will be updated, and the rows not present in the table will be added.
Bypass existing
Only the new rows that are not present in the table will be imported. The rows that are already present in the table will not be updated.
Insert all records
All the rows from the file will be imported into the table. If you select this option, you may get duplicated rows because the system won’t check for duplicates when importing rows from the file.
OK (button) Closes the dialog box and opens the Columns dialog box.
Cancel (button) Closes the dialog box without importing the data from the file.
## Columns dialog box In the Columns dialog box, which opens if you click **OK** in the **Common settings** dialog box, you match the columns in the imported file that you have selected in the **File upload** dialog box to the columns in the Visma Net table to which you are importing data.
Element Description
Column name The name of the column in the uploaded file.
Property name The name of the corresponding column in the table in Visma Net.
OK (button) Closes the dialog box and imports the selected file.
Cancel (button) Closes the dialog box without importing the data from the file.
About the adjusting table layout /visma-net-erp/getting-started/using-tables/about-the-adjusting-table-layout section As you work, you may need to adjust layouts of tables to suit your needs; typical operations are discussed below. 2026-02-19T17:09:06+01:00 # About the adjusting table layout As you work, you may need to adjust layouts of tables to suit your needs; typical operations are discussed below. ## Switching between window view and grid view On data entry forms, tables can be presented in the following views: Grid view : This is a standard tabular view, with all details arranged in a table and each row representing one detail or document row. Window view : With the window view, you see a set of elements intended for only one detail or document row, and you use the navigation buttons (in the lower left corner of the window) to move from one row of the table to another. To switch between these two views, do the following: + Click ![Icons_Form_Grid_Views](/media/visma-net-erp/Icons_Form_Grid_Views.png) ( **Switch between grid and window** ) on the table toolbar. ## Changing the table layout You can adjust any table to meet your information needs. Adjustments that you make to a table affect only your user account and are not visible to other users. You can fine-tune the table in the following ways: + Hide or display columns, as described in: [Hide or display table columns](/visma-net-erp/getting-started/using-tables/hide-or-display-table-columns/) + Adjust the column width, as described in: [Adjust column widths](/visma-net-erp/getting-started/using-tables/adjust-column-widths/) + Change the order of columns, as described in: [Change the order of columns](/visma-net-erp/getting-started/using-tables/change-the-order-of-columns/) When you make any of these changes, the table will display them immediately, and the system will save them automatically. If your user account is assigned the **Administrator** role you can set default column configuration for all users of the system and configure table layouts for particular users. Hide or display table columns /visma-net-erp/getting-started/using-tables/hide-or-display-table-columns section You can hide or display table columns according to your needs for information, as described in this topic. 2026-02-19T17:09:06+01:00 # Hide or display table columns You can hide or display table columns according to your needs for information, as described in this topic. ## Display hidden table columns 1. In the table, click ![Icons_Column_Configuration](/media/visma-net-erp/Icons_Column_Configuration.png), the leftmost icon among the column headers, to open the **Column configuration dialog box**. 1. To display a hidden column (or multiple hidden columns) in the table, do the following: 1. In the **Available columns** list, select the column or columns to be added as follows: + If you want to display just one hidden column and you see it in the list, click the column. + If you know the name of the column you want to add but don't see it, start typing the column name in the **Available columns** search field, and the system will display a list of columns that include the string you have typed. Click the column you want to display. + To select multiple individual columns, press and hold the **Ctrl** key, and then click each column that you want to display. + To select multiple columns that are adjacent to one another, press and hold the Shift key, and then click the first and the last column of the block. 1. Click ![Columns_Configuration_Move_Right](/media/visma-net-erp/Columns_Configuration_Move_Right.png) - the **Add column to the selected columns list** button. 1. Click one of the following to apply the changes: + **Save** to save the layout changes for the current session and future sessions. + **OK** to change the layout for only the current session. ## Hide table columns 1. In the table, click ![Icons_Column_Configuration](/media/visma-net-erp/Icons_Column_Configuration.png), the leftmost icon among the column headers, to open the **Column configuration** dialog box. 1. To hide a column (or to hide multiple columns) from the table, do the following: 1. In the **Selected columns** list, select the column or columns you want to hide as follows: + If you want to hide just one hidden column and you see it in the list, click the column. + If you know the name of the column you want to hide but don't see it, start typing the column name in the **Selected columns** search field, and the system will display a list of columns that include the string you have typed. Click the column you want to hide. + To select multiple individual columns, press and hold the **Ctrl** key, and then click each column that you want to select. + To select multiple columns that are near each other, press and hold the Shift key, and then click the first and the last column of the block. 1. Click ![Columns_Configuration_Move_Left](/media/visma-net-erp/Columns_Configuration_Move_Left.png) (the **Remove column from the selected columns list** button). 1. Click one of the following to apply the changes: + **Save** to save the layout changes for the current session and future sessions. + **OK** to change the layout for only the current session. ## Restore the default table layout 1. Click ![Icons_Column_Configuration](/media/visma-net-erp/Icons_Column_Configuration.png). 1. In the bottom left of the **Column configuration** dialog box, click **Reset to default**. All the changes that you have previously made to the table layout will be reset. Adjust column widths /visma-net-erp/getting-started/using-tables/adjust-column-widths section If not all columns fit in the window and you must scroll to the right to view some of them, you can adjust the column widths so that you can view all columns in the window without scrolling. 2026-02-19T17:09:06+01:00 # Adjust column widths If not all columns fit in the window and you must scroll to the right to view some of them, you can adjust the column widths so that you can view all columns in the window without scrolling. If not all columns fit in the window and you must scroll to the right to view some of them, you can adjust the column widths so that you can view all columns in the window without scrolling. You can adjust column widths automatically and manually, and you can restore default widths, as described in this topic. ## Adjust the column width automatically 1. On the table toolbar, click ![Icons_Fit_to_screen](/media/visma-net-erp/Icons_Fit_to_screen.png) - the **Fit to screen** button. The column widths will be reduced proportionally so that the whole table fits the screen. This change is saved automatically by the system. ## Adjust the column width manually 1. Move the pointer over the column split line (the line dividing two columns). When the pointer becomes a double-headed arrow, drag the pointer left or right to move the line. 1. Repeat Step 1 for each column split line you want to move. These changes are saved automatically by the system. ## Restore the default table layout 1. Click ![Icons_Column_Configuration](/media/visma-net-erp/Icons_Column_Configuration.png) - the **Column configuration** button. 1. In the bottom left of the **Column configuration** dialog box, click **Reset to default**. NOTE! All the changes that you have previously made to the table layout will be reset. Change the order of columns /visma-net-erp/getting-started/using-tables/change-the-order-of-columns section As you work, you might want to change the order of columns so that the information is grouped to better fit your work and preferences. 2026-02-19T17:09:06+01:00 # Change the order of columns As you work, you might want to change the order of columns so that the information is grouped to better fit your work and preferences. As you work, you might want to change the order of columns so that the information is grouped to better fit your work and preferences. For example: You might want to make particular columns adjacent or move to the left the columns you consider the most important. To rearrange the layout of columns in a table, you can use one of the following ways: + In the window, drag a column to a new position + Use the **Column configuration** dialog box ## Move columns on the window 1. Drag the column header to the desired position. Note the red arrows, which indicate the exact position where you can drop the column between two other columns. 1. Repeat this step for each column you want to move. These changes are saved automatically by the system, that is, when you open the table in the future you will see this change. ## Move columns by using the Column configuration dialog box 1. In the table, click ![Icons_Column_Configuration](/media/visma-net-erp/Icons_Column_Configuration.png) to open the **Column configuration** dialog box. 1. To shift a column to the left in the table, do the following: 1. In the **Selected columns** list, click the column you want to move. 1. Click ![Columns_Configuration_Move_Up](/media/visma-net-erp/Columns_Configuration_Move_Up.png) to move the column one position to the left. 1. Repeat the previous sub-step until the column is in the appropriate place. 1. To shift a column to the right in the table, do the following: 1. In the **Selected columns** list, select the column you want to move. 1. Click ![Columns_Configuration_Move_Down](/media/visma-net-erp/Columns_Configuration_Move_Down.png) to move the column one position to the right. 1. Repeat the previous sub-step until the column is in the appropriate place. 1. Click **OK** to save the layout changes. ## Restore the default table layout 1. Click ![Icons_Column_Configuration](/media/visma-net-erp/Icons_Column_Configuration.png). 1. In the bottom left of the **Column configuration** dialog box, click **Reset to default**. Note: All the changes that you have previously made to the table layout will be reset. Filter the data in a table /visma-net-erp/getting-started/using-tables/filter-the-data-in-a-table section You can quickly filter the data of any table in the system by using simple filters or by selecting the appropriate options in the menu that appear when you click the header of the column to which you want apply the filter. 2026-02-19T17:09:06+01:00 # Filter the data in a table You can quickly filter the data of any table in the system by using simple filters or by selecting the appropriate options in the menu that appear when you click the header of the column to which you want apply the filter. You can quickly filter the data of any table in the system by using simple filters or by selecting the appropriate options in the menu that appear when you click the header of the column to which you want apply the filter. Simple filters cannot include complex filtering conditions (with multiple clauses connected with **Or** operators and combined with parenthesis). ## Set up a filter on table columns 1. Open the window with the table for which you want to set up a filter on table columns. 1. In the table, click the header of the column whose values you want to filter. 1. If you want to filter data in a column with a fixed set of options (such as **Status** ), select the required values in the dialog box. 1. If you want to filter data in a column by a value which has unlimited options (such as **Supplier** ), do the following: + In the dialog box, select the filter condition from the list of available conditions. The available conditions (such as **Contains**, **Equals**, or **Is null** ) depend on the data type of the column. + In the field at the bottom of the dialog box, type the filter value (if needed). 1. Click **OK** to apply the filter. Now the table displays only the rows that satisfy the terms of the filter. The column header is highlighted and displays the filter icon (![filter_icon](/media/visma-net-erp/filter_icon.png)). You can set up filters for any number of table columns. If you set up filters for multiple columns, the system displays only the rows that satisfy the terms of all filters. ## Filter data by a selected cell value You can filter the data in a table on an inquiry or processing form by a value of any cell that you select as follows: 1. Open the window with the table for which you want to set up filtering by a cell value. 1. In the table, right-click the cell that contains the value by which you want to filter the data, and click **Filter by this cell value**. As a result, the table displays only the rows for which this column contains this value. The column header is highlighted and displays the filter icon (![filter_icon](/media/visma-net-erp/filter_icon.png)). You can also apply this filter by clicking the required cell and pressing SHIFT+F. ## Clear a filter In the window with the table for which you want to clear a simple, do the following: + In the table, click the header of the column for which you want to clear the filter, and do one of the following: + If you filtered data in a column with fixed set of options, click **Select all** and then click **OK**. + If you filtered data in a column with unlimited number of values, click **Clear filter**. ## Turn on column sorting 1. Open the form with the table for which you want to set up column sorting. 1. In the table, click the header of the column whose values you want to sort. 1. In the dialog box, select the sorting order: ascending (that is, A to Z for text, lowest to highest for numbers, or newest to latest for dates) or descending (that is, Z to A for text, highest to lowest for numbers, or latest to newest for dates). The column header displays the ascending ( ![filter_icon_ascending](/media/visma-net-erp/filter_icon_ascending.png) ) or descending ( ![filter_icon_descending](/media/visma-net-erp/filter_icon_descending.png) ) sorting icon. You can turn on sorting for only one column in a table at a time. ## Turn off column sorting In the window with the table for which you want to clear column sorting, do the following: 1. In the table, click the header of the column for which you want to clear sorting. 1. Click the sorting option you have previously clicked. The column sorting is now turned off. Import data from a local file to a table /visma-net-erp/getting-started/using-tables/import-data-from-a-local-file-to-a-table section 2026-02-19T17:09:06+01:00 # Import data from a local file to a table You can import data from an Excel spreadsheet or a CSV file to an Visma Net table when you see ![Icons_Upload_File](/media/visma-net-erp/Icons_Upload_File.png) (the **Load records from file** button) on the table toolbar. 1. Open the appropriate window, and select the record to which you want to import data or add a new record. 1. On the table toolbar, click ![Icons_Upload_File](/media/visma-net-erp/Icons_Upload_File.png) (the **Load records from file** button). 1. In the **File upload** dialog box, click **Choose file**. 1. Select the file you want to import. 1. Click **Upload** to upload the file to the system. After the file is uploaded, the **Common settings** dialog box is opened. 1. To import an Excel spreadsheet, do the following in the **Common settings** dialog box: 1. If an atypical null value is used in the uploaded file, specify the value in the **Null value** field. 1. In the **Culture** field, select the region whose measurement settings have been used in the uploaded file. 1. In the **Mode** field, select the option that determines which data will be imported into the table: + **Update existing**: To update the rows that are already present in the table and add new rows that are not present in the table. + **Bypass existing**: To import only new rows that were not present in the table. The existing rows will not be updated. + **Insert all records**: To add all rows from the file to the table. If you select this option, you may get duplicated rows because the system won't check for duplicates when importing rows from the file. 1. Click **OK**. 1. To import a CSV file, do the following in the **Common settings** dialog box: 1. If an atypical separator character is used in the uploaded file, specify it in the **Separator chars** field. 1. If an atypical null value is used in the uploaded file, specify the value in the **Null value** field. 1. Select the encoding of the uploaded file in the **Encoding** field. 1. In the **Culture** field, select the region whose measurement settings have been used in the uploaded file. 1. In the **Mode** field, select the option that determines which data will be imported into the table: + **Update existing**: To update the rows that are already present in the table and add new rows that are not present in the table. + **Bypass existing**: To import only new rows that were not present in the table. The existing rows will not be updated. + **Insert all records**: To add all rows from the file to the table. With a CSV file, the uploaded file must contain only rows that have not already been imported. If the system encounters a row that already exists in the table, the import process will be terminated. To resolve the situation, click **Cancel** on the window toolbar, and then try to import data in another mode. 1. Click **OK**. 1. In the **Columns** dialog box, match the columns of the imported file (shown in the **Column name** column) to the columns in the Visma Net table to which you want to import data (shown in the **Property name** column). 1. Click **OK** to import data to the table. 1. After the data is successfully imported, click ![icon-save](/media/visma-net-erp/icon-save.png). After the data is imported and the document is saved, you can continue processing the document according to your organisation's workflow.