Configure column groups

Column groups let you group records in a worksheet. By organizing columns into column groups, you make worksheets visually more concise and easier to navigate.

Column groups appear in worksheets as columns you can expand and collapse. You can recognize column groups in a worksheet by their second row of column headings.

Expanded column groups have their headers shaded in dark gray. In this way, you can easily differentiate between expanded and collapsed column groups.

If an Info tooltip appears near a column group header, hover over it to see information about that group. Tooltips may contain column group descriptions, important definitions, or other information to help you better understand the group data. You can add, change, or delete the information in the Info tooltip from the column group settings.

Create column groups

1. In a worksheet, select Column and KPI Settings.
2. On the Columns tab, select Manage Columns, then select New Column Group to open a new dialog.
3. In the Column Group Name field, specify a unique, descriptive name for the group.
4. Select columns to add to the group.
   Tip

   • The table lists all of the columns in the worksheet. If a column is included in another group, the table also shows the name of that column group.
   • If you select a column that belongs to another column group, it will warn you before removing it from the existing group and adding to the new one.
5. Select Show Hidden Columns to see all available columns in the table.
6. From the Collapsed Display Column dropdown list, select which column will be displayed in the worksheet, when the column group is collapsed. This option will appear after you've selected at least one column to include in the group.
7. Select Default Open to make the column group expand by default in the Column and KPIs settings slide-out panel and the worksheet grid.
8. To add a tooltip for the column group, specify the needed information (up to 140 characters) in the Description field.
   Tip

   If you specify the Description, the Info icon will appear near the column group header.

9. Select Save.

Reorder column groups

In a worksheet

Reorder column groups in a worksheet by:

• Dragging a column group heading.
• Selecting Expand, then dragging a column heading.

In a slide-out panel

In the Column and KPI Settings slide-out panel, use the drag-and-drop feature to:

• Move columns out of a column group and into another one.
• Move columns out of a column group to render as individual columns.
• Reorder columns.

Select More options next to the column group name, then select Edit to open the Edit column group dialog. From here, you can add columns to or remove columns from a column group.

Edit or delete column groups

1. In a worksheet, select Column and KPI Settings.
2. On the Columns tab, select More options next to the column group name, then select Edit.
3. In the Edit column group dialog, you can:
   1. Edit a column group's name and settings.
   2. Delete a column group.