Control Center Global Updates: Columns

In Control Center, you have the following options to make column-level changes to your project sheets and templates:

• Add new column
• Modify existing column

Add a new column

There are two ways to use Global Updates to add a new column:

• Create a new column: Use Global Updates to create and add new columns to a template. Run the Global Update to update existing projects.
• Use an existing column from a template: Use this option if you’ve already added a new column to the base template. Run the Global Update to add the new column to already deployed projects.
  
  Use this method to apply a column property (such as currency or decimal places) to an existing column.

Option 1: Create a new column

1. Navigate to Control Center > Manage Program > Global Updates. 
2. Select Add New Column.
3. Name your update. 
4. Select the blueprint and template you want to use.
5. Select Create a new column (default). 
6. Fill in the following fields:
   Select one of the default value options to define the values populated when you run the Global Update. 
   • Column Title
   • Column Type 
7. Optional: To display other options, select Advanced. 
   • Formatting 
   • Column position
   • Locked/hidden state 
8. To test and apply your changes, complete the Global Update. Be sure to test and validate your changes.

Option 2: Use an existing column from the template

Use this option if you manually added a new column to your base template, so it pushes the new column to already provisioned projects in your Control Center portfolio. 

1. Add the new column to your template. 
2. Configure it as desired. 
3. Navigate to Control Center > Manage Program > Global Updates. 
4. Select Add New Column.
5. Name your update. 
6. Select the blueprint and template you want to use.
7. Select Use an existing column.
8. Select the column you created from the Add Column dropdown. If you don’t see the new column, select Refresh.
   
   Select a default value to define values populated when you run the Global Update. Note that only one default value or formula can be applied per Global Update.
9. Optional: To display other options, select Advanced. 
   • Formatting
   • Column position
   • Locked / hidden state 
10. To test and apply your changes, complete the Global Update.

Modify an existing column

In addition to adding new data or changing column values, you can use Global Updates to make global changes to existing data in active projects.

• Adjust column formatting
• Update a dropdown column to remove or add options
• Adjust references in a formula

To make a change:

1. Navigate to Control Center > Manage Program > Global Updates. 
2. Select Modify Existing Column.
3. Name your update
4. Select the blueprint and template you want to use.
5. Select the column you want to update. 
6. Enter the details for your update.
7. Select one (or both) of the options:
   • Change column properties
     • Name
     • Type
     • Options
     • Index
   • Change column cell data
     See the section Modifying column data below for more information. 
8. To display other options you can apply to the column, select Advanced. 
   • Formatting
   • Column position
   • Locked / hidden state 
     See Advanced Options in Global Updates to Columns for more information.
9. To test and apply your changes, complete the Global Update. 

To implement a column formula with a Modify Existing Column Global Update, add the column formula to your template sheet first. Once the source column has a column formula, that column formula can be applied to existing projects.

Modifying column data

In addition to adding new data or changing column values, you can use Global Updates to make global changes to existing data in active projects.

1. Create a Modify Existing Column update.
2. Select Change column cell data.
3. Select a value from the column.
4. Select Add New Change.
5. Enter a new static value or formula.

Formulas created in Global Updates must use @row notations for row-level referencing.

Advanced options in Global Updates to columns

Here are some things to keep in mind when using advanced options:

• When adjusting column position, note that you can't add a column between the Primary column and the column immediately to the right of it. This positioning restriction is enforced because this is where profile data name and value pairs are stored.
• Conditional formatting rules aren't copied to the project sheets.
• Certain formatting options aren't available in Advanced Options. These include:
  • Currency
  • Percentage
  • Thousands separator
  • Decimal places
  • Date format

If you want to apply any of the above to your projects, update your source templates. All newly provisioned projects include the new formatting. After updating source templates, to update existing projects, use the Use an existing column option.