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Tables and views

Columns, table profiles, filters and grouping.

28 articles
How do I change or remove the grouping in a table?Open Grouping at the top of the table. Switch or delete levels, or click Reset to remove all grouping.
How do I select multiple cells or rows in a table?Drag across the cells, use Shift-click or Ctrl-click (Cmd on Mac), or click a column header or group row.
What actions can I take on selected rows?Select the rows, and the actions that apply to them appear at the top of the table, for example Reject invoice or Delete.
How do I add a new row to a table?Click in the New row line at the bottom of the table and start typing. Click Save changes to save the row.
How do I open the details for a row in the table?Click the Go to details icon to the left in the row. Text in editable cells is no longer a link.
How do I filter a table?Click the arrow in the column header, choose values or a number rule and click Apply filter. The rules are the same as in Excel.
How do I see that a filter is active, and how do I remove it?Filter (1) at the top of the table shows that a filter is active. Click Clear all filters to remove them. You can only filter on visible columns.
How do I sort a table?Click the arrow in the column header and select Sort smallest to largest or Sort largest to smallest.
How do I group rows in a table?Click Grouping at the top of the table, add a level and choose a column. You can group on several levels, for example Status and then Group.
Why is a value rejected when I type or paste?AIMZ rejects values that are duplicates, have the wrong type or are not in the list. The cell turns red, and you get an explanation.
What is Edit table layout, and how do I use it?Click Table layout at the top of the table to move, hide, pin and color columns. Changes are saved when you click Save layout.
What does "Save continuously" mean in the table profile?Save continuously saves changes to the table, such as sorting, filters, column widths and table layout, in the table profile, so the table looks the same next time.
How do I paste data from Excel into a table?Copy the cells in Excel, click where you want to start in the AIMZ table and press Ctrl+V. New rows are created automatically.
How do I undo a change in the table?Press Ctrl+Z (Cmd+Z on Mac) to undo and Ctrl+Y to redo, one step at a time.
Where do I find the help and keyboard shortcuts in the table?Click the Legend question mark at the bottom right of the table to see what can be edited, the colors and the keyboard shortcuts.
What do the colors of the cells in the table mean?Green means changed by you, red means invalid value, and yellow with a person icon means another user has changed the cell.
Why can't I change a field in the table?Fields that are calculated, come from accounting or are summary rows are locked. They have muted text or hatching, and you get an explanation when you click the field again.
What is the difference between an editable table and a read-only table?Editable tables can be changed and get new rows. Read-only tables only show data, and you get a message if you try to change something.
How do I edit directly in a table?Click in the cell and start typing. There is no longer a separate edit mode.
Private and shared table profilesSave column layouts as profiles — private, or shared with the project or the organisation.
Why don't my colleagues see all the columns when I share a profile at organization level?Custom columns and variables are saved separately from the profile. They must also be at organization level, otherwise they are missing for other projects.
Can we follow up quantities and measurement sheets in a separate table?Yes. Quantity follow-up can be set up as a customized table with columns per measurement sheet, settled quantity and percentage. The setup is done together with AIMZ.
At what level is a customization saved?Customizations are saved at a level you choose — project, department, organization or group — and the most specific level wins.
What happens when two people change the same cell at the same time?If a colleague saves a change in a cell you have also changed, the cell turns yellow with a person icon, and you choose Get their version or Keep mine.
How do I set the same value on many rows at once?Select the cells, type the value and press Ctrl+Enter (Cmd+Enter on Mac) or Set value in X cells.
How do I copy cells and rows from a table to Excel?Select the cells, press Ctrl+C (Cmd+C on Mac) and paste into Excel with Ctrl+V. Ctrl+A selects the whole table.
New tables in AIMZ: what's new?The tables in AIMZ have been rebuilt: they are faster, you edit directly without an edit mode, and they work more like Excel.
How do I change the theme, text size and table display?Click your profile in the top right. There you choose a light or dark theme, gridlines in tables, currency in tables and text size (compact, normal or spacious).