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Learn how to update the columns that you have displayed in your platform DataGrids
Updating your DataGrids to change what information is included is an easy way to view and take control of your data!
You can very quickly add, remove, reorder, and sort the columns in your DataGrids to your needs. Whether you're 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!
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.
Add a new column to your DataGrid
This step will walk you through how to additional information into one of your platform DataGrids.
Open the DataGrid that you would like to add a new column to Click on the ‘Change Columns’ button available at the top-right of the DataGrid results This will display a pop-over where you can manage your DataGrid columns 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 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 Repeat steps 4 & 5 for any more columns that you would like to add
Click the ‘Apply’ button to apply your changes and return to your DataGrid This will be remembered the next time you open your DataGrid
Watch a new column being added to a DataGrid:
Remove a column from your DataGrid
This step will walk you through how to remove a column that you do not need from one of your platform DataGrids
Open the DataGrid that you would like to add a new column to Find the column that you would like to remove Right-click the column heading and click on the ‘Remove Column’ option This column will have now been removed from your DataGrid, this will be remembered the next time you open your DataGrid Please note If your selected column is being used to order results by Ascending/Descending, the column will not be removed. You will need to remove any sorting before removing the column itself.
Watch a column being removed from a DataGrid:
Reorder your DataGrid columns
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!
Open the DataGrid that you would like reorder your columns in Click on the ‘Change Columns’ button available at the top-right of the DataGrid results 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 Find a column that you would like to reposition in your DataGrid and click on the arrow icon on the right Click and drag the column up or down to the position that you would like it to be displayed Click the ‘Apply’ button to apply your changes and return to your DataGrid This setting will be remembered, the next time you open your DataGrid
Watch the columns in a DataGrid be reordered:
Sort your DataGrid by a DataGrid column (ascending or descending)
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.
Open the DataGrid that you would like reorder Click on the ‘Change Columns’ button available at the top-right of the DataGrid results 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 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 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’ Click the ‘Apply’ button to apply your changes and return to your DataGrid This setting will be remembered, the next time you open your DataGrid
