Customizing Tables

The Edit Columns button () is displayed in pages with tables that can be customized by:

• Adding and removing columns

• Combining (Stacking), separating and removing data points

• Reordering columns

• Saving and canceling changes

When you have finished manipulating the columns in the table, you can save or discard your changes.  

Directions for each customize function follow.

Adding and Removing Columns in a Table

The Add/Remove Columns area of the Customizing [Page Name] overlay contains several expandable/collapsible panels that group columns into categories. Which panels appear in this section depend on the page from which you displayed the Customizing overlay. Select and clear check boxes in these panels to add and remove table columns.

[Page Name] is the name of the page from which you accessed the overlay.

To add and remove columns:

1. Click . The Customizing overlay is displayed.

2. Expand and collapse the panels, using the Expand and Collapse icons (,), to display and hide the panel contents. In addition to column names, each panel includes a description of each column and an explanation of the column data.

   Columns that are already present in the table are automatically selected when you display the overlay and expand a panel.

   Columns that cannot be deleted from the table are automatically selected and appear in red.

3. Add and/or remove one or more columns.

   • To add a column to the table, select the check box next to the column name.

   • To add all columns in a panel to the table, select the check box next to panel title. The panel expands to display all column names selected.

   • To remove a column from the table, clear the check box next to the column name.

   • To remove all columns in a panel from the table, clear the panel name check box. Only required columns in a panel remain selected and displayed in red.

   As you make your selections, they are added or removed from the Column Preview area, the second section of the Customizing overlay, as data points.

Stacking, Separating, and Removing Data Points

The Column Preview area, located in the bottom section of the Customizing overlay, contains a "data point" for each check box selected in the Add/Remove Columns area of the overlay. Some data points are combined into a single column. Each column has a check box above the column name. Select and clear these check boxes to stack, separate, and remove data points from the table.

To combine or "stack" data points:

1. Select the check box for up to three data points to stack in the Column Preview area.
2. Click Combine Data Points in the lower right section of the area. The data points are combined into one column. Each data point name is included in the column heading. The names are stacked in the order in which they were selected.

To separate data points:

1. Select the check box of the stacked column you want to separate.
2. Click Separate Data Points. The data points are separated into individual columns.

To remove data points:

1. Select the check box of the data point you want to separate.
2. Click Remove Data Points. The data point and its associated column are removed from the Column Preview area.

If you select a column with multiple data points, all data points will be deleted when you click Remove Data Points. If you want to delete only one of the data points in the stacked column, separate the data points before you attempt to remove the data point.

Reordering Columns

The check boxes above each column name can be used when reordering columns in a table. You can also drag and drop columns into the desired order.

To use the check boxes:

1. Select the check box of each column you want to reorder.
2. Click one of the green Re-Order Selected arrows located at the bottom of the Column Preview area. The selected columns will move one column in the direction of the arrow.

To drag and drop a column:

1. Click and hold the mouse on the column you want to move.

2. Using the mouse, drag the column to the desired location. As you move the column, an image of the column header is displayed.

   A red No symbol is displayed in the image as you drag the header. When the header is in a valid location, a green arrow appears. Drop the image when the green arrow appears.

   Be sure to move the column to the left edge of the column you want to precede and to the right edge of the column you want to follow.

Saving and Cancelling Changes

When you have finished manipulating the columns in a table, you have several options to continue.

• To discard your current changes and restore the table to its last saved status, click Restore Last Saved Changes in the lower right corner of the overlay. The overlay changes to display the last saved status for the table.

• To discard your current changes and restore the table to its default view, click Restore Default View. The overlay displays the default selections for the table.

• To discard your changes and close the overlay, click Cancel Changes and Close.

• To save your changes and close the overlay, click Save Changes and Close.

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