---
title: "Configure column groups"
slug: "configure-column-groups"
description: "Learn about column groups. Create, reorder, edit, and delete column groups."
updated: 2023-04-25T13:37:06Z
published: 2023-04-25T13:37:06Z
canonical: "docs.zilliant.com/configure-column-groups"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.zilliant.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 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.

![ColumnGroupExpandedWithTooltip.png](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/ColumnGroupExpandedWithTooltip.png?sv=2026-02-06&spr=https&st=2026-11-03T14%3A38%3A44Z&se=2026-11-03T15%3A38%3A44Z&sr=c&sp=r&sig=AV%2Ba4tGyIPqAvVItmbSClpoW11YcC1Kv%2BIeGG%2Fnlwjc%3D)

## 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.

          Note

          

When you delete a column group, its columns remain in the worksheet and render individually.

![info_60](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/info_60.png?sv=2026-02-06&spr=https&st=2026-11-03T14%3A38%3A44Z&se=2026-11-03T15%3A38%3A44Z&sr=c&sp=r&sig=AV%2Ba4tGyIPqAvVItmbSClpoW11YcC1Kv%2BIeGG%2Fnlwjc%3D) Info

![](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Glossary/table_60(1).png?sv=2026-02-06&spr=https&st=2026-11-03T14%3A38%3A44Z&se=2026-11-03T15%3A38%3A44Z&sr=c&sp=r&sig=AV%2Ba4tGyIPqAvVItmbSClpoW11YcC1Kv%2BIeGG%2Fnlwjc%3D)

Column and KPI Settings

![chevronright_60](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/chevronright_60.png?sv=2026-02-06&spr=https&st=2026-11-03T14%3A38%3A44Z&se=2026-11-03T15%3A38%3A44Z&sr=c&sp=r&sig=AV%2Ba4tGyIPqAvVItmbSClpoW11YcC1Kv%2BIeGG%2Fnlwjc%3D)

Expand

![threedots_60](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/threedots_60.png?sv=2026-02-06&spr=https&st=2026-11-03T14%3A38%3A44Z&se=2026-11-03T15%3A38%3A44Z&sr=c&sp=r&sig=AV%2Ba4tGyIPqAvVItmbSClpoW11YcC1Kv%2BIeGG%2Fnlwjc%3D)

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