Adding Columns to a Levels Sheet

To add columns to a Levels Sheet:

  1. Go to the shell tab, and switch to User mode.
  2. In the left Navigator, select Space Manager, and then select Levels Sheet.
  3. In the Levels Sheet log, double-click the sheet to open it.
  4. From the toolbar, select Add Column .
  5. In the Datasource list on the New Column window, select the data element to use.

    The list includes the data elements found on the level form.

    The selected datasource determines what additional fields are displayed and whether those fields are predefined.

  6. For Entry Method, choose how information is entered in the column.

    Again, the choices depend on the selected datasource.

  7. If you selected a datasource that is based on a formula, complete the following steps:
    1. For Query Data Type, select the applicable type.
    2. For Formula, define the formula that you want to use.
    3. For Query Conditions, select the applicable data elements and conditions.
  8. For Data Format, select the format for numeric columns.

    The options are:

    • Show as percentage: Displays data in percentage. Enter the value using a percent format.
    • Decimal Places: Select the number of decimal places to display.
    • Use 1000 Separator (,): Data is formatted using separators. For example, one thousand is displayed as 1,000 with a comma, not 1000.
    • Negative Number Format: Select how negative values are displayed: with a negative sign or in parentheses.
  9. In the Additional Options section, complete the following:
    1. For Display Mode, select Hide to make the column invisible to users or Show to display it.
    2. For Total, select what is shown in the bottom summary row for each column. The options are:
      • Blank: Summary row is blank.
      • Sum of All Rows: Displays the sum total of all row values for this column.
      • User Formula Definition: Displays the result of the formula entered in the Formula field.
    3. For Average, select Blank or the average of all rows.
    4. For Column Position After, select a column from the list to specify its position on the sheet.
  10. Select Save or Save & Add New.
  11. To update the information that is displayed on the Levels Sheet, select Refresh .

Last Published Thursday, October 9, 2025