Adding Columns

You can add or remove columns at any time by right clicking on a column header to launch the column context menu.

Add

  1. Right click on a column header to launch the context menu for columns;
  2. The column is highlighted to indicate where the new column will be inserted;
  3. Select Insert Column | Date to add a date column.

Delete

  1. Right click on a column header to launch the context menu for columns;
  2. The column is highlighted to indicate which column will be deleted;
  3. Select Delete Column to delete the highlighted column.

Reorder & Resize

  • Move a column to a different position by dragging its header.
  • Resize a column by dragging the right edge of its header.

Best practices

Avoid the spreadsheet mindset. Symptoms include:

  • A wide grid with lots of columns.
  • Many of the columns are mostly empty.
  • You have to scroll back and forth to see the different columns.
  • The cells don’t tell a story; you have to “read” the grid like you would a table, by constantly referring to column headers.

Instead, try to have only a few columns.

  • Use hierarchies to organize related information, rather than dispersing it in distant columns.
  • Put the most important information on top-level (or parent) rows – this is the information you’re most likely to want to check out often.
  • Move secondary or nonessential information into child rows, so that it doesn’t clutter the screen, yet is available when you need it.

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