Working with Apex columns

When an Admin or Budget Process Owner enables the Apex Line Item Table feature, users with non-administrator role can change the table view between Classic View and New View.

• Change column options
  1. Hover over the column header.
  2. Select
     • Pin column - pins the column to the right or to the left.
     • Autosize This Column - automatically adjusts the width of the selected column to fit its contents.
     • Autosize All Columns - applies the Autosize This Column command to all columns in the table.
     • Hide Column - removes the selected column from the table.
     • Group by - groups expense lines by the selected column.
• Show and hide columns
  1. Above the Expenses table, select the icon.
  2. Select Show/hide columns.
     • The Show/hide columns pane is enabled.
  3. To add a column to the expense view, select the column name from the list.
  4. To remove a column from the expense view, clear a column.
  Note:

  You can also access the Show/hide columns pane by hovering over a column header and selecting the icon.

• Filter options
  1. Hover over the column header.
  2. Select the icon (represented by a funnel).
  3. Select the values you want to include.

  Note: To see which columns have filters applied, from the table options menu, enable Show filter bar.

  To learn more about table options, see Working with Apex tables

• Group columns using group columns bar
  1. Above the Expenses table, select icon.
  2. Select Show group columns bar.

     Above the table header rows, the column grouping bar appears.

  3. To group columns, click and drag the columns to the group columns bar.
  4. To group and ungroup rows, add or remove columns from the group columns.
• Sort columns
  1. Select a column header to sort the column.

     An arrow indicating the sort order appears on the column header.

  2. Select the column header again to change the sort order or to remove the column sorting.
• Show\Hide Period Columns
  1. From the right side of Expenses table, select Grouping. The Group By popup appears as shown.

     

  2. To hide or show the year, month(s) or quarter(s) columns, select or unselect the appropriate check box.

     In the below page, we have unselected the Month(s) checkbox, and hence the columns are grouped just by year and the quarters.

     

     Similarly, you can unselect the Quarter(s) or Year checkbox to hide the respective columns.