Creating a Row and Column Template

You create row and column templates based on rows and columns in a grid. When considering rows and columns for inclusion in a template, select those rows and columns that contain the member selections, formulas, and formatting suitable for future use. You can then import the row and column template to use in other grids.

When you create a row and column template, keep in mind the following points:

• When templates are updated, grids containing a link to the template are updated.
• Row and column templates must contain at least one data row or column. For example, your template cannot consist solely of text and formula rows or columns

To create a row and column template and save it as an object in the repository:

1. In a grid, select the rows or columns to include in the template.
2. Right-click the selected rows or columns, and then select Save as Row and Column Template.
3. In the Save Row and Column Template dialog box, enter the requested information.

   To save the row and column template as a linked object in the current grid, select Link to Source Object. Link to Source Object is disabled if all rows and columns in a grid are selected for inclusion in a row and column template. In order to link to a source object, the grid must have at least one data row that is not part of a row and column template.

4. Click Save.

   The system validates the row and column template and checks for properties that are not supported. Depending on the content of your row and column template, you may encounter one or more of the following situations:

   • If your row and column template contains formulas with external references (for example, to cells outside of the selected row and column template), you are prompted to modify those formulas before saving the row or column template. You can save a row and column template that contains cell formulas, as these can be discarded.
   • If a secondary database connection was specified within the row and column template, you are prompted to continue saving the template. If you save the template, the secondary database connection you specified in the row and column template is discarded. The primary database connection is then used for the row and column template.
   • If unsupported properties are found, an Information dialog box presents a list of properties you can select to discard before saving the template. For example, if the row and column template contains a cell formula, you can choose to save the template without the formula or not save the template.