Grid functions

Grids have a variety of functions to help you work quickly and efficiently. You can reorganize columns, sort and filter items, export data, and more.

Column header functions

Move columns

To move a column, drag it to the desired position.

Hide and show columns

To hide a column, drag the column header off the grid.

To select the columns to show, go to any column header and click . Then click and select the columns. The Selected and Name checkboxes are disabled because these columns are always shown.

Resize and autosize columns

To resize a column, drag the edge of a column header to the desired width.

To automatically resize columns, click and select Autosize This Column or Autosize All Columns.

Group data

To organize grid data into groups, go to a column header, then click and select Group By [Header Name]. Or drag the column header to the top of the grid. To undo the grouping, select Un-Group by [Column Header].

Grouping is especially useful when you have numerous proposals in the proposal list.

Sort columns

Click a column header once to sort it in ascending order. Click it again to sort it in descending order. To sort a grid with prioritized columns, sort one column, then hold Shift and click a different column header. The number in each header indicates the column’s priority.

Filter columns

To filter the data that appears in a column based on specific criteria, click , then click and enter a filter. To remove a filter, delete what you entered.

Reset columns

To reset a grid to its original layout, go to any column header and click , then select Reset Columns.

Selection functions

Select multiple cells

There are three ways to select adjacent cells in a grid:

  • Click a cell and drag your cursor across the grid.
  • Click a cell, hold Shift, then click another cell.
  • Click a cell, hold Shift, then press the arrow keys to move to another cell.

To select non-adjacent cells, hold Ctrl, then click each cell.

Drag to fill

To quickly fill selected cells with the value from another cell, place your cursor on the bottom-right corner of that cell. When your cursor changes to , click and drag it over the grid. A dotted line shows which cells you will fill. You can only fill cells vertically and horizontally.

To fill a row or column with increasing or decreasing values, select adjacent cells with an increasing or decreasing pattern. Then, place your cursor on the bottom-right corner of the last cell in the selection. When your cursor changes to , click and drag it over the cells you want to fill.

There are two ways to use the Alt key while dragging to fill. To fill a row or column with values that increase or decrease an adjacent cell's value by one, select a cell, hold Alt, then click and drag your cursor over the cells you want to fill.

You can also fill a row or column with multiple copied values in the same order. To do this, select a group of cells, hold Alt, then click and drag your cursor over the same number of cells to fill them.

Right-click functions

Most grids have a right-click menu with several common functions, and some grids have unique functions in the menu.