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Steps to manage your DataGrid columns

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Learn how to update the columns that you have displayed in your platform DataGrids

Managing the data that is displayed in your DataGrids

Take Updating your DataGrids to change what information is included is an easy way to view and take control of your data organization! Effortlessly

You can very quickly add, remove, reorder, and sort the columns in your DataGrids to your needs. Whether you're structuring your data, prioritizing information, or enhancing readability, these versatile functions put you in the driver's seat of efficient data management. customize your columns for a seamless and personalized experience.just looking to see more information relevant to your task in hand, you're trying to tidy up your DataGrid view, or you’re preparing your DataGrid data for an export, these DataGrid column options put you in control of your data!

DataGrid showing 6 columnsImage Added

Please note

Any changes you make to your platform DataGrids will be made to your view only, so you do not need to worry that your changes will undo another admin's DataGrid choices!

Follow this page to learn how to update the information displayed to you in your DataGrids.

(plus) Add a new column to your DataGrid

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This step will walk you through how to additional information into one of your platform DataGrids.

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titleAdd a new column to your DataGrid

  1. Open the DataGrid that you would like to add a new column to

    Delegates DataGrid

  2. Click on the ‘Change Columns’ button available at the top-right of the DataGrid results

    change columns button

  3. This will display a pop-over where you can manage your DataGrid columns

    DataGrid column manager pop-over

  4. Choose where you would like to add your new column (the columns are listed in the order that they are displayed in your DataGrid), and click the '+' icon on the column that will be displayed above it

    adding a new column under the status column

  5. Click the new column drop-down box that has appeared, search for and select the column that you would like to display in your DataGrid

    selecting the Invoice Reference column

  6. Repeat steps 4 & 5 for any more columns that you would like to add

  7. Click the ‘Apply’ button to apply your changes and return to your DataGrid

    DataGrid with Invoice Reference added next to the status column

  8. This will be remembered the next time you open your DataGrid

(error) Remove a column from your DataGrid

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This step will walk you through how to remove a column that you do not need from one of your platform DataGrids

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titleRemove a column from your DataGrid

  1. Open the DataGrid that you would like to add a new column to

    Delegates DataGrid

  2. Find the column that you would like to remove

    image-20240207-121237.png

  3. Right-click the column heading and click on the ‘Remove Column’ option

    remove column option

  4. This column will have now been removed from your DataGrid, this will be remembered the next time you open your DataGrid

↔️ Reorder your DataGrid columns

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This step will walk you through how to change the position of your DataGrid columns, so that you can place related columns of data together!

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titleReorder your DataGrid columns

  1. Open the DataGrid that you would like reorder your columns in

    Delegates DataGrid

  2. Click on the ‘Change Columns’ button available at the top-right of the DataGrid results

    change columns button

  3. This will display a pop-over where you can manage your DataGrid columns
    The columns will be listed in the order that they are displayed in your DataGrid

    DataGrid column manager pop-over

  4. Find a column that you would like to reposition in your DataGrid and click on the arrow icon on the right

    arrow icon selected for Start Date

  5. Click and drag the column up or down to the position that you would like it to be displayed

    moving start date ahead of Course Template Name

  6. Click the ‘Apply’ button to apply your changes and return to your DataGrid

    DataGrid with Start Date displayed before Course Template name

  7. This setting will be remembered, the next time you open your DataGrid


↕️ Sort your DataGrid by a DataGrid column (ascending or descending)

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This step will walk you through how to sort your DataGrid by one of your columns, for example to show the most recently updated items first in your DataGrid.

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titleSort your DataGrid by a DataGrid column

  1. Open the DataGrid that you would like reorder

    Delegates DataGrid

  2. Click on the ‘Change Columns’ button available at the top-right of the DataGrid results

    change columns button

  3. This will display a pop-over where you can manage your DataGrid columns
    The columns will be listed in the order that they are displayed in your DataGrid

    DataGrid column manager pop-over

  4. Find the column that you would like to sort your DataGrid by
    If this column is not yet included in your DataGrid, click the '+' icon on another column to add it in

  5. Click into the ‘Sort’ drop-down box to the right of the column and choose how you would like to sort your DataGrid using this column
    Example - if you would like to show the earliest start dates at the top of your DataGrid select the sort option ‘ascending’, if you would like to view the latest start dates at the top of your DataGrid select the sort option ‘descending’

    sorting options for the start date column

  6. Click the ‘Apply’ button to apply your changes and return to your DataGrid

    datagrid sorted by start date

  7. This setting will be remembered, the next time you open your DataGrid