Manage Data Explorer Results Columns
This article provides steps to manage the columns in your Data Explorer Results.
After Selecting your Data Source and Adding Filter Conditions, you can manage the columns on the Results card to customize the information displayed. You can add and remove columns, move columns to convenient positions in the results, and pin up to three columns to the left side of the Results card. You can also use search to quickly find the columns you need. For result sets with more than 50 records, the Results card displays a preview of your data; however, your Data Export contains information for the entire set of results.
Complete the following steps to manage the columns in your Data Explorer Results:
Manage Columns Side Sheet
Data Explorer provides a robust set of options to help you customize the information displayed on the results card, including moving, pinning, adding, and removing columns. The results card updates automatically as you manage the columns. When you Export your Data, only the data for the columns listed on Results card is exported, so you can concentrate on the information you need.
On the Results card, click the Manage Columns icon to customize the information displayed.
Displayed Columns
On the Manage Columns side sheet, columns displayed on the Results card are listed at the upper portion of the columns list and are indicated by drag handles and an ellipsis / menu. You can reorder, pin or unpin, and remove the display columns as needed.
Additional Columns
Additional columns are listed in the lower portion of the columns list and are indicated by the Add Column (plus sign) icon. You can add any of these columns to the results card as you need.
Column Type
The column type (e.g., family, member, student, etc.) is indicated by the icon on the column and also listed on the results card.
Note* Columns with results displayed in a comma separated list are indicated by the Comma-Separated List (CS) icon.
Search Columns
To search for a column, enter your text into the Search Columns field. Relevant columns from the available data sources are displayed as you type. When search results are displayed, you can add, remove, pin, and unpin columns for your results. To reorder columns, you must clear the search terms.
To clear the Search Columns field, click the Close (X) icon.
Add Columns
A default list of columns is displayed on the Results card for each Data Source. You can add further columns of information to the results card, including any columns you previously removed.
To add a column to the results card, click the Add Column (plus sign) icon. The column is added to the bottom of the display columns, and you can reorder the pin the columns as needed.
Reorder Columns
You can move columns into the order you need. Moving a column toward the top of the Manage Columns side sheet moves the column to the left on the Results card; moving a column toward the bottom of the Manage Columns side sheet list moves the column to the right on the results card.
1. Click and hold the drag handle on the column name.
2. Drag and drop the column to your desired position in the list.
Note* You cannot move an unpinned column above the pinned column(s) at the top of the side sheet. If you want to move a column into the pinned columns area, you must pin the column.
Pin Columns
Pinning a column keeps the column of data pinned to the left side of the results card.
1. Click the ellipsis on the column you want to pin to view the drop-down menu.
2. In the drop-down menu, select Pin column.
Note* No more than three columns can be pinned at a time. You can reorder pinned columns by moving them within the pinned column area.
Unpin Columns
1. Hover over the Pin Icon to view the ellipsis.
2. Click the ellipsis to view the drop-down menu.
3. In the drop-down menu, select Unpin column.
Remove Columns
Removing a column removes the column from the results card and from your data export. Removed columns are moved to the additional columns section of the side sheet and can be added back into the results if you need.
1. Click the ellipsis on the column you want to remove.
2. In the drop-down menu, select Remove column.
Add All Columns
You can add all available columns at once for a selected Data Source.
Note* Adding all columns adds only columns for the selected Data Source. You can still add columns for other entities, as available. For example, adding all columns for the Members Data Source adds all Member entity columns only; you can still add Family entity columns to the Member Results card as you need.
1. Click the More Options (gear) icon on the Manage Columns side sheet.
2. In the drop-down menu, select Add all columns. All remaining columns for the selected Data Source are added to the end of the columns list.
Restore Defaults
You can restore the default columns to the Results card, including the position and pinning of columns.
1. Click the More Options (gear) icon on the Manage Columns side sheet.
2. In the drop-down menu, select Restore Defaults.
Close Manage Column Side Sheet
All updates made in the Manage Column side sheet are automatically applied. Click the Close button to close the side sheet and return to the Results card.
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