Producing estimates > Working in the spreadsheet > Changing how the spreadsheet looks > Setting up spreadsheet sequences
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Changing the fonts or colors for a column

Changing the fonts or colors for a row

Spreadsheet sequence columns

Setting up spreadsheet sequences

You can define up to four additional spreadsheet sequences for an estimate. Each sequence contains up to ten levels that group the items on the spreadsheet and determine the order in which the estimate information appears on the spreadsheet. The sequences appear on the sequence tabs at the bottom of the spreadsheet.

Before you begin

You must open an estimate if you want to set up spreadsheet sequences for it. How?

To set up spreadsheet sequences:

  1. Open the Spreadsheet Sequences window in one of the following ways:

    • On the ribbon, from the Sequence group on the Home tab, click Sort Sequences.
    • In classic view, click ViewSpreadsheet Sequences.
  2. Select the number of the sequence you want to set up. You can set up as many as four additional spreadsheet sequences for an estimate.

  3. (Optional) Enter a name for the sequence. If you do not enter a name, the sorting levels you set up appear on the sequence tabs.

  4. From the list of available sorts, select each sorting level to be included in the sequence and click [>]. Use the priority buttons to adjust the order of the sorting levels.

    Caution! Selecting more than four sort levels may cause recalculating the estimate and creating reports to take a long time.

  5. When you finish setting up spreadsheet sequences, click [OK] to save the spreadsheet sequence definitions.

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