Customising Columns

Customising Columns

Tip

Remember to click View > Save or Save As to retain any customisation you've applied.

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Adding/Removing Columns

To add a new column to the data displayed, hover over the right-hand side of the header row of one of the columns until you see a down arrow.  Click on the arrow and from the menu that appears, choose Columns.  A sub-menu will appear listing all the fields it's possible to display for this area of the database.  Put a tick in the relevant box(es) for any columns you want to display and remove the tick for any you don't want to see, as shown below:

Adding Columns

 

Rearranging Columns

To change the order of the columns displayed click on the header row of the column you want to move and, with the left mouse button held down, drag it to the boundary between the two columns where you want it to appear.  When it’s where you want it to be release the left mouse button to drop the column into place.  The screenshot below shows the Industry column being moved so that it appears next to the Name column instead of the Town column:

moving_columns

 

Resizing Columns

To resize a column click on the boundary line on the right-hand side of the header row and drag it to your desired width.

 

Sorting Columns

You can sort columns in ascending or descending order. To do this click on the header row of the column you want to sort.  Workbooks will alternate between sorting in ascending or descending order.  Text columns will be sorted alphabetically and number/date columns will be sorted numerically. 

 

Grouping Columns

It can be useful to group similar types of data together for ease of navigation. To do this hover over the header row of the column you want to group by until you see a down arrow.  Click on the arrow and from the menu that appears, choose Group By This Field.  Workbooks will automatically group the data in the column for you.  Below are two screenshots of the same list of organisations first shown alphabetically by name, then shown grouped by industry. 

grouped_columns

columns_grouped

 

To remove grouping, click on the header row of any of the columns and remove the tick from the Show in Groups box.