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

To resize or hide a column:

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

Clicking on Fit All will give the same results.

To access the worksheet properties:

  • Click the icon.

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

Property Description
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. This 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.

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 font color of the text for the entire row.

Background Color

To change the background color of the entire row.

Horizontal Border

To display or hide the horizontal border.

Vertical Border

To display or hide the vertical border.

Horizontal Thickness To change the thickness of the horizontal border (if the horizontal border is displayed).
Vertical Thickness To change the thickness of the vertical border (if the vertical border is displayed).
Bold

To make the header text bold.

Italic

To make the header text italic.

Underline

To underline the header text.

Label Text

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).

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  

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 selected, click 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 a field is selected:

Show Prompts

To show the prompt for this group.

Advanced Options

To display the advanced options for this group.

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.

  • Value Code: 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.

The following properties are displayed when a field is selected:

Show Prompts

To show the prompt for this pivot.

Forcing values

To display values when there is no data. For example:

  • To display a year for a Year pivot: Enter 2017.

  • To display month values for a specific year in a double pivot (Year, Month): Enter 1;2;3.

  • To display a month for another year in addition to the months above: Enter 1;2;3;1[2018].

  • To display a description in the column for the second month of year 2017: Enter 2|Your description.

Sort Order

To choose ascending or descending order.