Worksheets

Worksheets display data in a table. They are the preferred choice of View to display several rows of data at the same time.

Example

Worksheet Properties

  • To access the Worksheet Properties click on the icon.

The Worksheet Properties panel allows the user to adjust their view with the following options:

Theme


Pick a Theme

To select a global appearance theme for the View. This might change the chosen colors.



General


Split groups description

To create a column for each group. It is particularly useful before exporting the Worksheet to Excel.

Freeze group column

To always display the group column when scrolling right when activated.

Reverse data

To reverse all data in the Worksheet (positives and negatives) for display purpose.

Show total first

This option is only available when a Pivot is set. The total column can be displayed before (front) or after the Pivot.

Alter pivot

This option is only available when a Pivot is set. The Normal Pivot will show all columns (Measures) together, for each Pivot value. The Altered display is when the values of the Pivot are repeated for each column (Measure).

Border

To increase the visibility of the Worksheet's outside border.

Fit group to content

To change the column width to display the content of the groups.

Fit grid to container

When activated, this option changes all of the columns widths.

Group Formatting

To open the Group Formatting window (refer to Group Formatting for more details).

Fit All

To view the entire table in the screen.



Column Header


Hide

To hide the headers.

Group Description

To add a customized group description. Clicking the Translate button on the right side of the field allows users to add translations for their group description.

Font Color

To change the headers text color by using the drop-down menu.

Background Color

To change the headers background color.

Border

To show or hide the borders inside the header.

Bold

To make the header text bold.

Italic

To make the header text italic.

Underline

To underline the header text.



Total Row


Hide

To hide or show the entire row.

Bottom / Top

To display the entire row at the bottom or before the content of the Worksheet.

Font Color

To change the layout of the text for the entire row.

Background Color

To change the layout of the text for the entire row.

Font Size

Bold

Italic

Underline

Horizontal Thickness

To change the thickness of the horizontal border.

Vertical Thickness

To change the thickness of the vertical border.

Total Row Description

To add a customized total row description.

Total Row Alignment

To specify an alignment position for the total row. The possible values are left, center and right (right alignment is selected by default).

Bold

To make the header text bold.

Italic

To make the header text italic.

Underline

To underline the header text.



Grid Content


Hide

To hide the grid of the worksheet.

Font Color

To choose the font color for all levels of the grid.

Levels 1 to last

Different background colors can be used for 6 levels of rows (groups). The last level is always used for the content and will also apply to the rest of the groups if more than 5 are used.

Vertical Line

When turned on it will display all the vertical lines of the grid content.

Horizontal Line

When turned on it will display all the horizontal lines of the grid content.



Auto Refresh


Enabled

When turned on it automatically refreshes the view upon opening.

Refresh Time (seconds)

To choose a refresh time to apply, in seconds, when auto-refresh is enabled.



Groups: organize the groups


Add

To display a prompt where to click and write the Field name in order to display the selection list. Once one or more Fields are chosen, click on OK.

Select

To enter or quit the select mode for this section. When in select mode, click on fields to select them and then these can be deleted with the bin icon or moved up or down together.



The following properties are displayed when defining a field.


Show Prompts

To show the Prompt for this Group or Pivot. Refer to Prompts for more details.

Advanced Options

To display the advanced options for this group. Refer to Advanced Filters for more details.

Sort Order

To choose ascending or descending order.

Description Format

To choose a format for the group, as defined in the Data Model (you can choose code, title and description combinations).

Sort based on

Sorting a group column can be done by using three values:

Default: According to the displayed. ValueCode: Based on the group code.

Description: Based on the group description.

Group

To expand the groups up to the current level or collapse all the groups.

Page Break

To add page breaks between groups in Worksheets and Reports that are exported to PDF format.



Columns


Add or Select

To add or select the Column details to show what will be displayed.



The following properties are displayed when a field is selected:



Column Group Heading

To change the display name for the group (usually already determined by the Data Model).

Column Heading

To change the display name for the column (usually already determined by the Data Model).



Pivots


Add or Select

To add or select a Pivot.

Resizing and Hiding Columns

In order to change the width of a column:

  • Double-click on the right border of the column header until you reach the desired size.
Note

Clicking on Fit All will give the same results.