Columns

Adding, Editing, Copying, & Deleting Columns

Adding

(Note: these options are only available when in developer mode)

There are three ways to add columns in tables

1. Click on the green button to bring up the panel configuration menu and select Add Column

2. Click on a column to bring up the column menu. This method allows you to place the new column in between existing columns. In the menu, select whether to add the new column to the right or left of the selected column

3. Click on an open area of the header in order to bring up the header menu. In the menu, select Add Column.

Add Column menu

Display	Use variables, operators, functions, and icons to create the content for the column
Sorting	Use variables, operators, and functions to apply a sorting to the contents of the column
Format	Choose the format of the column (e.g.: text, numeric, time, date, price, etc.)
Title	Create a title for the new column. Must be unique from existing columns.
Header Style	Apply different fonts, alignments, style, and colors to the column header
Description	Add a description/help which can be seen when clicking on the column header
Column Position	Drop down list of various positions where the new column can be placed (can also be hidden)
Style	Apply a style to the contents of the column (including font and alignment)
Foreground Color	Apply a color to the contents of the column
Background Color	Apply a background color to the column
Clickable	Makes the contents of the column clickable

Examples

Adjusting header and column styles

Column Description

Editing

There are two ways to edit columns

1. Click on the header of the column to bring up the column menu and select Edit Column

2. Click on the green button to bring up the panel configuration menu. Highlight Edit Column to bring up the list of columns and select the column

Both options will open the Edit Column window, which is the same as the Add Column window.

Example

Conditional Formatting

Formatting can be used to highlight data in specific formats when certain parameters are met. In this example, the Price is set to be in bold red and highlighted if it is greater than $50.

Copying

In order to copy a column, click on the column to be copied and select Copy Column. This will bring up the Edit Column menu. Apply a different name and click Update.

Note: if the column to be copied has any input in its fields, those fields will also be copied.

Deleting

There are two ways to delete a column.

1. Click on the column header and select Delete Column from the column menu. There will be a confirmation prompt before final deletion.

2. Click on the panel configuration

Sorting

Columns can be sorted in multiple ways

Primary Sorting

Primary sorting will remain in place until it is cleared. Any new data added to the table will automatically be sorted. There are two ways to add a primary sort to a column.

1. Click on a column to open the column menu. Select either Sort Ascending or Sort Descending

2. Hover over the column header - this will bring up the sorting arrows on the right side of the header. Clicking on the up arrow will apply a sort in ascending order & clicking the down arrow will apply a sort in descending order

After applying a primary sort, the corresponding arrow indicating the type of sort will appear in the header

Application of a descending sort

In order to cancel a primary sort on a single column, use the Sort Ascending Once or Sort Descending Once options from the column menu. This will perform a sort which will not remain in place and the primary sort will no longer be applied to the column.

Secondary Sort

Secondary sort can be used to further sort the data based on multiple columns. The secondary sort option will not be available unless there is a primary sort in place on one of the columns.

Example

Table without any sorting applied

Sort Ascending applied to Continent

Secondary Sort applied to Region

Secondary Sort applied to Name

In order to clear all of the sorts on a table, click on any column and select Clear All Sorts from the column menu.

Pinning & Sizing

When working with large tables, it may be necessary to keep certain columns pinned. To do this, select the column to be pinned and select Pin To This Column. That column and every column to the left will be pinned.

The header of pinned columns will be in bold and a vertical line will appear as you scroll to the right of the table.

Use Clear Pinning to clear all pinning.

You may manually resize columns or have it done automatically. To resize any column, hover over either edge of the header, click and drag to the desired size. To have this done automatically, using the width of the longest record(s) in the column(s), select Auto-Size This(All) Column(s) from the column menu.

Filters

To apply a filter to a column, click on the column header and select Filter from the column menu. This will open the Filter window.

Filter By	Drop down list to determine whether or not to show/hide based on exact/pattern match
Match Selected Values	List of all of the unique records in the column. Select or more records to filter on.
Custom Value	Input specific value to filter on (may be a record that is not in the column yet)
At Least	Include or Exclude record in the At Least field
At Least	Input specific value to be the minimum
At Most	Include or Exclude record in the At Most field
At Most	Input specific value to be the maximum
Include null	Check to include null

When a filter is applied, the column header will be highlighted in orange.

Quick Filters

A faster way to apply filters to a column is to use filter fields (quick filters) in the column headers. Quick filters are on by default but you may disable this in the panel's Style menu (panel configuration menu > Style > Column Filter). You may adjust the style of the filters using the same menu.

When you click on a quick filter field, a autocomplete list will open. This will be a list of all of the unique records that are in the column. Select a record to apply a filter based on that record.