You can use the drag-and-drop interface of the GUI to add to, delete from, modify, or rearrange your current set of actions.

To edit the current set of actions using the GUI:

  1. In an open table or worksheet, click Actions > Edit Actions...

    The Actions in Effect dialog is presented.

    All the actions you have taken (selections, tabulations, etc.) are recorded as a series of instructions in the Actions in Effect dialog.

  2. In the Actions in Effect dialog, make any desired modifications within the list of actions:
    To add a new action:
    1. Perform one of the following:
      • Click insert a new statement here.
      • Click the icon next to the action where you want to add a new action and select insert a new statement BEFORE this line from the menu.
      • Click the icon next to the action where you want to add a new action and select insert a new statement AFTER this line from the menu.
      • Click the icon next to the action where you want to add a new action and select insert a new statement INTO this line from the menu.

    2. Click Pick an action to add and select the desired action from the list.
    3. Click Add New Action.
    4. Enter the required input for the type of action selected:
      Action Input
      Adjust Column In the name box, enter the name of the column you would like to adjust (e.g., date). Click Add Attribute and select any of the following from the list:
      • label - Enter a column heading (e.g. Transaction Date).
      • format - Enter a display format for the column (e.g., type:date4y).
      • fixed - Enter 1 to make the column a fixed column or 0 to unfix a column.
      Rearrange Columns In the cols box, enter a comma-separated list of column names in the order you want them displayed (e.g., transid,date,units,cost).
      Link In the table2 box, enter the name of the table you would like to link in (e.g., training.retail.prod). In the col box, enter the name of the column in the current table on which you would like to link (e.g., sku). Click Add Attribute and select any of the following from the list:
      • col2 - Enter the name of the column in the foreign table that you are linking on (e.g. sku).
      • label - Enter text that will be added to the foreign table column headings in the linked table (e.g., Product Master).
      • suffix - Enter any alphanumeric value that will be appended to the foreign table column names in the linked table (e.g., _PM).
      • type - Enter asof if you would like to use as-of links, or select to perform a link and select.
      • shift - Enter the number of rows to shift when performing an as-of link.
      Select Rows In the value box, enter a selection expression, which will be used to define a subset of rows (e.g., store=3).
      Sort In the col box, enter the name of the column on which you would like to base the sort (e.g., sku). Click Add Attribute, select dir from the list, and enter up or down, depending on the type of sort you want.
      Tabulation Under the Tabulation section, in the breaks box, enter a comma-separated list of column names by which you would like to group the records (e.g., date). Click Add Attribute and select any of the following from the list:
      • label - Enter the title for the resultant table (e.g., Summary of Sales by Date).
      • cbreaks - For the columns in a cross tabulation, enter a comma-separated list of column names by which you would like to group the records. All records that have the same values for these columns will be grouped together. If omitted, the result is a straight tabulation.
      • clabels - Enter long if you want column headings in the resultant table to include the grouping column names along with the values (e.g., Color=red Size=large). Enter short if you want only the grouping columns' values to appear in the column headings (e.g., red large).
      Under the Summary section, in the source box, enter the name of the column that you would like to summarize (e.g., sales). In the fun box, enter the type of summarization (e.g., sum). Click Add Attribute and select any of the following from the list:
      • name - Enter a name for the summarization column; if no name is specified, a name will be assigned by default (e.g., t0).
      • weight - For functions that require a second column (e.g., weighted average, correlation), enter the name of the second column.
      • label - Enter a column heading for the summarization column (e.g., Sales Summary).
      • format - Enter a display format for the column (e.g., type:nocommas).
      New Column In the name box, enter the name of the new column (e.g., margin). In the value box, enter a value expression, which is a mathematical formula that will determine the value of the computed column (e.g., sales-cost).

    5. To add additional attributes, click Add Attribute, select the desired item from the list, and enter the value for that attribute.
    6. To delete an attribute, click the icon next to it.
    7. Click Accept Changes.
    To edit an existing action:
    1. Click the icon next to the action you want to edit and select edit this line from the menu (or double-click the text of the action).
    2. Make the desired changes.
    3. Click Accept Changes.
    To delete an existing action:
    1. Click the icon next to the action you want to edit.
    2. Select delete this line from the menu
    3. Click OK to confirm that you want to delete the line.
    To reorder actions:
    1. Drag the action to the desired position within the list of actions.
  3. Click Apply.

The actions will be applied to the current table or worksheet.