Add columns to sheet templates
You can add columns to configurable manager sheet templates. You can use these columns to capture data from business processes or manually entered data. You can add columns to the template, but cannot add rows.
Users with create permission on class sheets are allowed to create and define columns.
To add a sheet column
- Open the sheet.
- Click Columns. The Columns Log opens.
- Click New. The Column Properties window opens. Complete the window as described in the following table.
In this field: | Do this: |
---|---|
Name | The Name field is populated with the data source value selected. You can change this name as desired. It is helpful, but not required, to use a unique name. |
Datasource | Select a data source. You can use a data source only once; however, you can use the column in a formula. For example, if one data source is Commits (Approved), and another is Change Commits (Approved), you can add them together in a new column called Total Commits (Approved). |
Entry Method | Choose the data-entry method to use for the column. The choices available depend on the data source selected. The options include:
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Data Format | Specify how you want the data in numeric columns to appear.
Note: When entering the percentage values in your sheet, if you are working in Classic View, then enter the value by using decimal number format. For example, for ten percent, enter: 0.1, and if you are working in Standard View, then enter the value by using percent format. For example, for ten percent, enter: 10%. The value that Unifier uses to validate the value of the Percentage column, when applicable, will be: 0-100. If the data element was defined in uDesigner with a specific decimal amount, it will override any decimal amount you specify here.
|
Display Mode | Select Hide to make the column invisible to users, or Show to display it. |
Total | Controls what displays in the bottom summary row for each column:
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Column Position After | Determines the position of the column on the sheet. Select a column from the list. |
To copy a column
- In the Column log, select a column and click Copy. The Column Properties window opens.
- Make changes as necessary for the new column. You must change at least the data source.
Last Published Monday, August 28, 2023