Column Properties

When building and editing analyses, it's easiest to work in the Criteria tab. When you're ready to finalize the view, switch to the Results (Compound Layout ) tab.

Column Menu Options

Each column added to an analysis can be modified in many ways. Click on the Column Menu icon to see all options, and note that the options change depending on the kind of data displayed in the column.

Column Menu options may include:

Sort: Choose an option to sort the data in that column
Edit formula: If there is a formula for the data, you can edit that formula here
Column properties: Options for changing the look, feel, and interaction of the column. See details below.
Filter: Add, edit, or remove a filter on the column
Delete: Delete the column
Save Column As: Save the column (and any filters or formulas) to a folder for reuse

Column Properties

Select Column Properties on the list to the right of the column name to change:

Style: font, colors, borders, column width & height
Column Format: column heading title, hiding columns, and display of repeated data (see screenshot below)
Data Format: display format of data (e.g., how dates display, currency symbol, number of decimal places, display of negative numbers)
Conditional Format: applying specific format to specific values based on criteria you define (e.g., applying red font and yellow background to cells with a number of items > 50,000)
Interaction: Option to turn on a 'drill' function on columns that are part of a hierarchy (e.g., LC Classification, Fund Ledger), when a drill is used the result appears as a hyperlink