Adding a Dynamic Column to the Spreadsheet

The following procedure describes how to add or change a dynamic column on a spreadsheet view. For example, users sometimes want to add Price and Quantity or Cost in addition to Revenue, which is the one dynamic column on the Revenue spreadsheet that is preconfigured. The following procedure uses the Quantity field as its example and is based on a standard configuration environment.

To add the dynamic columns Price and Quantity to a spreadsheet

  1. Change the business component Revenue DynCol as follows:

    Name: "DC 1 Data SubCol 1" 
    Value: "Price , Price" 
    Inactive: False
    Name: "DC 1 Data SubCol 2" 
    Value: "Quantity , Quantity" 
    Inactive: False
  2. Verify that the Quantity field is active on the data business component, Revenue. The Inactive property for this field is FALSE.

  3. Verify the following for the applet: Opportunity Revenue Schedule List Applet DC. The properties for the List Column, Quantity are:

    Available: TRUE
    Inactive: FALSE 
    Show In List: TRUE
  4. Verify the following for the applet: Opportunity Revenue Schedule List Applet DC:

    1. Edit the Web Layout.

    2. Verify that the Quantity column is mapped into the Edit List Web template. (The location does not matter.)

  5. Submit the changes.

    The Quantity field is visible as a dynamic column in the Revenues Spreadsheet view.