Worksheet Navigation: Common Operations (Video available)
Print
Modified on: Wed, 8 Nov, 2023 at 5:16 PM
Common Operations can be seen at the top right corner (Highlighted in red)
- Refresh Data: This will update the screen to include newly added records or updated fields
- Add Row: Click on the Plus icon to add another row
- Edit Row: Click within a cell to edit the information
- Delete Row: Right click menu, or click on a row (or shift click on multiple rows) then click the trashcan button
- Worksheet Properties: Click on the worksheet properties highlighted in red.
It will open a window like the one below: Here you can manage different columns and KPIs.
- Filters: Click on filter to sort any column of the worksheet. You can even lock the filter to keep the format of worksheet as it is.
- Actions : Click on Actions to perform Import/Export.
Did you find it helpful?
Yes
No
Send feedback Sorry we couldn't be helpful. Help us improve this article with your feedback.
