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Edit Spreadsheet Layout Details window

You use this window to customize the appearance of the spreadsheet to suit your needs.

In addition to the width, font, color, and other properties of each column, you decide which columns are visible, how many columns to lock (to prevent them from scrolling), and whether to show gridlines. After you set up a layout for a particular purpose, you can save it to apply at a later time.

Example

Open the Edit Spreadsheet Layout Details window in one of these ways:

On the ribbon, on the Home tab, click [Edit].
In the Spreadsheet Layouts window, click [Add] or [Edit].
On the spreadsheet, right-click the sequence tab, and then click Edit Layout on the shortcut menu.
In the Insert Columns window, click [Edit Layout].

For more information, click An image showing the Help icon available on the ribbon on the title bar of the window, and then click a field or button.

Tips:

To display the spreadsheet using a particular layout, select the layout by name from the list box.
When you display a spreadsheet sequence, Sage Estimating (SQL) uses the layout you last applied to the sequence.
You can change the order of the spreadsheet columns from this window. Select the column name you want to move, and then click Reposition Column to move the column to a new location.

Items in this window

Grid elements

Tab

Description

Order

Use these cells to establish the order in which you want the columns to appear in the spreadsheet.

Label

Displays the name (up to 30 characters) of each column in the spreadsheet. To enter a different name, double-click in the cell and type in the new name. After renaming a column, you can use the original name or the new name.

You can also change the labels of converted columns in spreadsheet layouts. Column headings for converted columns are marked by asterisks (*). The asterisks are replaced by the converted unit name in the spreadsheet and on reports.

We recommend that you do not use the asterisk for another purpose when labeling headers for converted columns in layouts, or you may obtain unexpected results.

Tips:

To see the original name, hold the cursor on that cell for a moment.
To switch between the original name and the new name, right-click and choose either of the names in the shortcut menu. A ü appears next to the name being used.
To apply a different font to the column name, right-click and choose Column Header Font. The Font window opens so you can choose the font, style, size, effects, color, and script.
To change the font for everything in a column except the header, click its Font button.

Visible

Determines whether a column appears on the spreadsheet or prints on the Spreadsheet report. It is easier to review the information in the spreadsheet if you hide columns that are unused or unrelated to what you are doing.

Visibility of Grid Columns
Setting	Result
o	Hides the column.
þ	Shows the column.

You cannot change the visibility of Unit columns directly. Unit columns are visible on the spreadsheet and Spreadsheet reports only if the associated Quantity column is visible.

Width

Controls the width of a column on the spreadsheet or Spreadsheet report. The width is given as a number of characters based on the system font. Text and numbers are treated differently if an entry exceeds the specified cell width:

Text is cut off at the cell border or moved to the next line based on the Wrap text option.
Numbers are shown as pound signs (###). To see the entire number, increase the column width.

Tip: On the spreadsheet, you can drag the right border of the column header in either direction to change the width of a column.

Background color

Opens the Color window to choose a background color for a column on the spreadsheet or Spreadsheet report.

Color is useful for making a column more noticeable or highlighting the group of columns within a category. You can choose a standard color or define a custom color.

[Background color] or [Background] appears on the following windows:

Column Properties
Edit Spreadsheet Layout Details
Spreadsheet Report Options
The Spreadsheet tab in the Options window.

Font

Opens the Font window to choose a font, style, size, effect, color, and script for the selected parts of the spreadsheet or a report.

Tip: You must select a font to make the style, size, effects, color, and script take effect.

Override level font

Select this check box if you want the column font settings to override the level font. This option is selected automatically when you change the column font.

Number of decimals

Select how many digits appear after the decimal point for the selected numeric column. Values are truncated (not rounded) at the specified number of digits.

Default numeric values
Numeric Values	Default
Quantities	2
Currency amounts	0
Conv/Productivity	3
Rate (Totals window)	3

Tip: Choose Column Settings on the shortcut menu for the column header and click $image\spin.gif$ to increase or decrease the number of decimals by one.

Negative numbers in red

Controls the color of negative numbers in a column on the spreadsheet or Spreadsheet report. A red font can help negative numbers to stand out.

Setting a Red Font for Negative Numbers
Setting	Result
☐	Uses the column color.
☑	Uses red.

Wrap text

Controls what happens on the spreadsheet or Spreadsheet report if the contents of a cell exceed the specified column width.

Truncating or wrapping cell contents
Setting	Result
o	Cuts off text at the cell border.
þ	Continues on the next line.

Tip: To see the wrapped text of an overline row in the spreadsheet, pull down the bottom border of that row.

Spreadsheet Grouping Column Settings (Visible, Width, Background color)

You can set the width, background color, and visibility separately for spreadsheet grouping columns.

Buttons

Button	Notes
Advanced	Opens the Modify Advanced Settings window where you can specify fonts for each overline level for the layout. You can also select options to display horizontal and vertical gridlines.
Restore Defaults	Restores the layout to the default settings that come with Sage Estimating (SQL).