Managing Columns

The fold line determines the non-scrolling region of a table, with any information to the left of the fold line remaining static when you scroll left or right.

Procedure

1. Open a table.
2. Select the column to hold. The fold line will be on the right border of the column.
3. On the View tab, on the Columns group, click Set Fold Line.

Results

The table will have a dotted vertical line to indicate the fold line.

Remove a fold line from a table. A table with no fold line will have the left to right scroll bar display across the entire document.

Note: The Unfold command is unavailable if there is no fold line.

Procedure

1. Open a table.
2. On the View tab, on the Columns group, click Unfold.

Results

The fold in the table will be removed.

Sort a column in ascending or descending order to better review your data.

Procedure

1. Open a table document
2. Click the header of the column that you want to sort.

Results

The column automatically sorts in ascending order. Click it a second time to sort in descending order. Clicking a third time restores the default sorting.

Note: Columns with a limited set of available values will group the information when the header is clicked a second time.

Table fields with a drop-down list or a limited set of possible values are automatically grouped together when sorting the column.

Using Shift+Click on groups works in the following way:

• On field headers - accumulates sorts and groups.
• On a field already grouped - changes the sort order within that group.
• While opening or closing a group header - closes all the group headers at that level or below.

When switching groupings, the group(s) for the currently selected record automatically opens, with all others closed.

Click the +/- button to view or hide the groups.

Arrange, hide, or restore the default set of columns for a table or automatic document.

Procedure

1. Open a document.
2. On the View tab, on the Columns group, click Reorder Columns.
3. Columns under Active Columns will display. Drag and drop or use the arrow keys to reorder the columns.
4. Click OK.

Results

The document or table columns have been updated to reflect your changes.

Notes

• To hide a column, right-click the column header and select Hide Column.
• Click Default on the Reorder Columns dialog to restore the default column order.

• Columns on certain reports, such as the Balance Sheet, can be grouped together and rearranged as a group of columns.

• Annotations will not print if all annotation columns are hidden.

• Rearranged columns in the Account setup are reflected in the Cash Flow setup and vice versa.