After you’ve selected your sheet, you’ll want to choose which Columns to Display. By default, the Sheet Name and Primary columns will be selected, and you can add or remove additional columns as needed. Search for the column by name you’re having trouble finding the column you want.
You can remove columns from the column menu or by right-clicking the column header.
Keep the following in mind:
- The Primary column will be named Primary in your report even if it has been renamed in the source sheets. You can rename the column by right-clicking the column header. This is the only column that can be renamed in the report.
- When there are multiple source sheets, the primary columns will be consolidated even if the names of the primary columns differ across each sheet. See Work With the Primary Column: Overview and Best Practices for more information.
- All unique columns (column name + column type) across all of your source sheets will be available in the column tab. You may see duplicate column options if two columns of the same name have different column types in two different source sheets. To differentiate the duplicates, hover over the column name in the tab.
When working with multiple source sheets, it’s best practice to have consistent column names and types to minimize duplication when tracking the same information across sheets. To make consistency easier, consider using templates. See Templates: Create Your Own or Use One from the Solution Center for more information.
- If you change the type or name of a column in a source sheet, the report will not automatically adjust to the changes. You will need to remove and re-add the column back to the column tab and Filter Criteria (if applicable).