Column Functions Menu

The Column Functions Menu contains all of the functions and properties that can be set on Column Headers in the grid. Some of these functions and properties can be set by right clicking on the column header, others are only in this menu.

Open

To begin click the round red button on the lower right of the grid. The red button will turn green and the Grid Functions Toolbar will appear. Click the Grid Functions menu and the Column Functions Menu at the very top of the pop-up menu.

We will exam each of these functions below and explain what they do and why you would want to use them.

Modify Column Header Captions

Although you can modify the column headers simply by right clicking on them and typing in a new caption, this function allows you to change them by choosing the column header from the drop down and changing the text in the text box.

Open

Scroll Tip Column

The Scroll Tip column causes the grid to show a tool tip of the column data if you click the scroll bar and hold it and move up or down the grid. Although you can set the Scroll Tip Column by right clicking on the column header, this Menu item will give you a drop down list box of all of the column headers and you can choose which one to use for scroll tips.

Preview Column Settings

The Preview column is like the Microsoft Outlook e-mail preview. When you select this for a column, the text shows under each row and is immune from the scrolling left and right. Although you can set the Preview Column by right clicking on the column header, this Menu item will give you a drop down list box of all of the column headers and you can choose which one to use for the Preview Column. You can also set the maximum number of lines that can be taken up by the preview row, so your rows don't become too big to scroll through.

Summary Values

Summary Values are a way to sum, count, average and min or max the values of any column. Depending on what type of data is in the column, only the appropriate choices will be available. Turn summary values on or off by clicking the Allow Summaries of Numeric Data. If you turn this function on, you will notice that each column now has an "E" in the header to allow you to set or take away the summary type for each column. When you press the "E" you will see your options for summarizing data. When working with currency, you want to make sure and format the column as currency (see Data / Type Formatting ) before you summarize the data, or it will not be currency in the summary row.

Allow Grouping of Rows by Column

This functionality allows you to drag column(s) up to the grouping area (appears after you choose this option). Turn this function on or off by clicking this menu item. To begin check it and you will see the grouping area above the column headers. You can then drag one or more columns up to the grouping

When you group by column header, any columns that are summed up will be sub-totaled for each group. A "+" sign will appear (on Windows 7 and 8 it might be an arrow) that you can click to get to the details of the group.

Grouping by more than one column will give you layers of data with subtotals on each.

When you group rows by column, you can choose how the rows are grouped by right clicking on the group column header and dropping down the Group By Type. Date columns will have options for Date, Year, Quarter, Month and Hour, while text data has the following choices.

Example shown below if first grouped by Salesperson then sub-grouped by Opportunity Decision Date with the Group By Type: Year.

Allow Column Swapping

This function allows you to drag and drop column headers to different positions within the grid. When dragging, you must drop only when you see the double black arrows pointing at the header row. If you drag the column to a frozen column area, the column header you are dropping will also be frozen.

Allow Column Freezing

This function allows you to "Pin" columns to the left side of the grid and scrolling does not move that column from its position. Once you turn this function on, you will see pushpins in each column. Click the pushpin to freeze the column on the left hand side of the grid. Click the pin again to un-freeze the column header.

Allow Filtering

This function allows users to filter the visible rows by choosing criteria. If you are familiar with Excel filtering, e-manageONE filtering works exactly the same way. Click the allow filtering menu item and funnel buttons will appear in each column header. Click the funnel button to see your filtering options. You can filter by multiple columns at once and the filtered columns funnel will turn blue when the column has a filter applied to it. If you save a layout with a filter, you may not see data that you need to see, so be careful when saving layouts with filters applied.

Check (or uncheck) the items you want to filter by, or go to the filters pop-out menu then click the OK button. Depending on what type of data is in the column, your filter pop-out menu will have different options for filtering.

Multi-Column Sorting

This setting allows you to right click on column headers and add a column to the sort, meaning that it will sort by one column first, then by another.