About spreadsheets

CaseMap has five main spreadsheets that will contain your case information. Only three of these spreadsheet icons display in the Case Shortcuts pane's Favorites pane: Facts, All Objects, Issues. The Questions and Research spreadsheet icons display in the All Shortcuts pane. You can change the Favorites pane to display the spreadsheet icons that you use most often. For more information, see Changing shortcuts in the Favorites pane.

Reference the following table for descriptions and use of each spreadsheet.

While CaseMap's spreadsheets work similarly to Microsoft® Excel, the are a few distinctions in terminology to understand when using the application.

CaseMap spreadsheets display fields in a default view for those most commonly used. Each spreadsheet contains additional fields that are hidden from view and can be inserted for display. Most of the fields you need are already created by CaseMap. If you develop a need for a case-specific fields, then you can create custom fields to accommodate that information.

You can also rearrange the order in which fields display to help you focus on specific case analysis. Spreadsheet field order is often organized with a mind set for preserving views for filtering and sorting data as well as printing reports. The printing of spreadsheet data is WYSIWYG (what you see is what you get). And when you run filters or sort data prior to printing reports, you may want to save that spreadsheet view so you can re-run the same search criteria at a later time.

Once you have organized a spreadsheet view that works well for analyzing data, you may want to save it to reference later or print a report. Once you save a spreadsheet view, it displays in the Current View menu for your personal use. Because CaseMap can turn all your spreadsheet views into reports, any changes you make to a view's layout are tantamount to redesigning a report. When you create new views, you are in effect creating new reports.

CaseMap allows you to rename many sub-object spreadsheets to terminology that best suits your organization's needs. Once you save the name change, CaseMap displays the new spreadsheet name in the All Shortcuts pane and all other areas of the CaseMap application, including the New Record menu and Send to CaseMap dialog boxes. When you create reports, the new spreadsheet name will be available for selection and display in the printed report.

Create your own custom sub-object spreadsheet to meet each case's specific needs. You can create as many custom spreadsheets as you like. New custom spreadsheets contain five default fields: Full Name, Short Name, Role In Case, Key, and # Facts. You can add additional fields to the new spreadsheet, as needed. When a new spreadsheet is added, you can begin using it as you would other spreadsheets.

You can arrange sub-object spreadsheets in the All Shortcuts pane in the order you want them to display. And you can delete those that do not suit your current case needs. When you change the spreadsheet display order or delete a spreadsheet, it is a global change and affects all case users' display order for the All Shortcuts pane.

Changing spreadsheet elements

Creating spreadsheet views

Changing spreadsheet display order

Renaming spreadsheets

Creating custom spreadsheets

Deleting spreadsheets and records