Add columns to a sheet

Name

The Name field is populated with the data source value selected.

Datasource

Select a data source. The data sources available are data elements that are defined in the detail form for a class in uDesigner. Also listed are data elements based on SYS Numeric Logical Datasource, SYS Date Logical Datasource, SYS Project Cost Datasource, SYS BP Currency Amount, SYS BP Decimal Amount, and SYS BP Integer Amount data definitions.

Note: You can add data picker fields as columns, but you cannot invoke the data picker from the sheet.

Width (pixels)

Enter the width the column should be. Maximum is 2000 pixels. (You can also manually resize the columns on the sheet.)

Alignment

Specify whether the data in the column should be left- or right-aligned, or centered.

Entry Method

Choose a data entry method for the column. The options vary depending on the data source selected:

• Manual entry: You can enter data directly into the cell, or data is rolled up from another source, such as the form.
• Formula: Formula types are numeric, date difference, and date add. See Add a formula column for details on working with formulas.
• Define: Use this method to specify data that should roll up from line items. Click the Define button and in the Formula Creation window, select the business processes and fields whose values should roll up to the manager sheet. You can select single fields to roll up, or you can add several fields together for a combined roll up amount.

Data Format

Specify how the column data appears for numeric columns. The options are:

• Show as Percentage: Data entered in a column is displayed as a percentage. For example, if you enter 0.25, it displays as 25%.
• Decimal Places: Select the number of decimal places to display (0 to 8).
• Use 1000 Separator (,): If you select this option, the entered data is formatted with a separator for numbers with more than three digits. For example, 1,000 rather than 1000.
• Negative Number Format: Specify if negative values are displayed with a negative sign or in parentheses.

Display Mode

Select Hide to make the column invisible to users. Select Show to display it. You can show/hide any column on the sheet, including the code name column.

Summary Rows

Specify what the summary rows display.

• Blank: Summary row remains blank.
• Sum of All Rows: Summary row displays the sum total of all row values for this column.
• Use Formula Definition: Formula entered in the Formula field applies to the summary row.

Total

Specifies what displays in the bottom summary row for each column:

Blank: Summary row remains blank.

Sum of All Rows: Summary row displays the sum total of all row values for this column.

Use Formula Definition: Formula entered in the Formula field applies to the summary row.

Column Position After

Determines the position of the column on the sheet.