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Content Area of Worksheet

The content area displays the results of your configurations in the view organizer. It lets you instantly see the effects of slicing, dicing, grouping, or pivoting your data.

You can drill down into grouped values and interact directly with the data. The content area also reflects any formatting, conditional rules, aggregation or display properties you've applied. Each row includes an actions menu, where you can filter data, link to other views, or apply context-specific options.

Drill down and collapse​

You can explore grouped data by drilling down into specific values or collapsing expanded sections to simplify the view. These interactions help you switch between summary and detailed based on the defined fields in the Groups of the view organizer.

When exporting a worksheet to Excel, the grouping structure is preserved. Only the levels that were expanded at the time of export appear expanded. you can continue to expand or collapse those same levels in Excel.

Use the drill down feature to expand grouped rows and view more detailed data for a selected value:

  • A right-pointing arrow means the row is collapsed.
  • A down-pointing arrow means the row is expanded.

Expand a single row​

Using the actions menu​

  1. Select a grouped row in the worksheet. The action menu opens.
  2. Click Expand row to expand only the selected row.

Using arrows​

  1. Click the right arrow to the left of a grouped value.
    The next level of data within that group appears.

Expand all rows​

Using the action menu​

  1. Select a grouped row in the worksheet. The action menu opens.
  2. Click Expand All Rows to expand all rows for that dimension.

Using the Groups section​

  1. Right-click a dimension in the Groups section of the view organizer.
  2. Select Expand.
    • All rows grouped by that dimension expand at once.
    • If the dimension is lower in a hierarchy, all higher levels expand automatically.

Collapse a row​

Using the action menu​

  1. Select an expanded grouped row in the worksheet. The action menu opens.
  2. Click Expand row to collapse only the selected row.

Using arrows​

  1. Click the downw arrow to the left of a grouped value.
    This hides the next level of data in that group.

Collapse all rows​

Using the action menu​

  1. Select a grouped row in the worksheet. The action menu opens.
  2. Click Expand All Rows to collapses all rows for that dimension.

Using the Groups section​

  1. Right-click a dimension in the Groups section of the view organizer.
  2. Select Collapse to collapse all rows for that group.

Sort Columns​

The Sort Order setting controls how column values are arranged in the worksheet—either Ascending or Descending. Sorting helps present data in a logical order that supports clearer analysis. By default, values are sorted in Ascending order.

  • If the worksheet includes Groups, sorting is applied at the lowest level of detail.
  • If there are no groups, sorting is based only on the fields in the Columns section.
  • When sorting by multiple fields, the worksheet follows the field order in the Columns section—from top to bottom.

➤ Example – Sorting by multiple fields
Suppose the Columns section includes the following fields:

  • Customer, sorted in descending order
  • Document Number, sorted in ascending order
  • Quantity Sold (no sorting applied)

In this case, the worksheet first sorts data by customer from Z to A. Within each customer, it then sorts document numbers from A to Z.

Sort using the view organizer​

  1. Right-click a field in the Columns section.
  2. Select either Sort Ascending or Sort Descending.
    To restore the default sort order, select Sort Reset

Sort using the properties menu​

  1. In the Toolbar panel, select Worksheet Properties.
  2. Expand the Columns section.
  3. Expand the target field.
  4. Next to Sort Order, select either the ascending or descending icon.
    To restore the default sort order, clear the selected icon.

Hide Columns​

The Hide Columns option removes a column from the worksheet display without deleting it from the Columns section in the view organizer. This helps reduce clutter while keeping the data available for filtering or future use. Use this option to focus on key data or to prepare a cleaner version of the worksheet for sharing or presentation.

Hide a column​

  1. Right-click a field in the Columns section.
  2. Select Hide Column.
    The column is removed from the worksheet but remains in the Columns section for quick reactivation.

Show a hidden column​

  1. Right-click a hidden field in the Columns section.
  2. Select Show Column to display it again in the worksheet.

Actions menu​

The actions menu provides quick access to commonly used worksheet options. It appears just above the cell or value you select.

The following options are available:

OptionDescription
Column FormattingOpens the dialog to format the selected column, including number format, alignment, and styling.
Expand RowExpands the selected row to show the next level of detail, or collapses it if already expanded.
Expand All RowsExpands or collapses all rows at the same group level in the worksheet.
Add to FilterAdds the selected value to the active filter settings.
Filter by SelectionFilters the worksheet to display only rows that match the selected value. This replaces any existing filters.
Exclude from FilterFilters out the selected value from the worksheet.
Link ToOpens a dialog with views related to the selected value and passes the value to the target view.
Link To With Parent ValuesOpens a dialog with views related to the selected value and passes the value and its parent values to the target view.
Copy SelectionCopies the content of the selected cell to the clipboard for use in Excel or other applications.
Copy RowCopies all values from the selected row to the clipboard. Useful for transferring data to Excel or similar tools.