The primary grid on a worksheet is the main location where end users enter and filter data. It contains the data that's most relevant to your users’ needs.

To choose or create a primary grid, you must open the worksheet in designer mode, or create a new worksheet. 

Your primary grid must display data from the same model as the rest of the page. If you change the view, you can display different data from that model. 

Select a primary grid

Note: You can't use grid cards as primary cards, but you can expand them to full-screen from the Insights panel.

To select the primary grid:

  1. Select Configure grid on a new worksheet, or Select view on a new worksheet.
  2. On the Select primary grid dialog, select: 
    • Custom views, and a view. 
    • Module views, a module, and a view.
  3. If you’re happy with the preview displayed, select Update.
  4. Select Publish. 

Edit a primary card

You can edit the primary grid to display data from a different saved view or a new custom view. Select Configure view in the worksheet toolbar. 

If you've a Professional or Enterprise subscription, and you’re a Workspace Administrator for the current source model, you can associate multiple models with the page.

Configure the data source

To configure the data source for the primary grid view:

  1. Select a View in the Overview tab of the View configuration panel.
  2. Optionally, to select another view to use as the primary grid, select: 
    • Custom views, and a view. 
    • Module views, a module, and a view.
  3. If you've selected a custom view, you can configure it. Use the toolbar icons to change how your data displays.
  4. When you're happy with the preview, select Update.

Configure the grid

To configure list item and data editing, pivot, grid layout, and image settings: 

  1. Select the Grid tab. 
  2. Under Allow editing, toggle Users can edit list items right to allow users to maintain the list items.
    This doesn't grant additional permission to edit the data in cells.

Note: Users can edit list items isn't available on personal pages.  

  1. Toggle Users can enter and edit cell data right to allow users to edit data in grid cells.
  2. Toggle Allow pivot right to allow users to pivot the worksheet.
    Allow pivot is enabled by default. 
  3. Choose a value from the Row height dropdown to change the height of rows on the worksheet.
    • Standard, the default height is one line high. 
    • Medium is two lines high.
    • Large is four lines.
    • Extra large is eight lines.
  4. Toggle Rows or Columns right to allow hierarchy filters.
  5. Select one or more line items under Line item image settings to display their values as images on the worksheet.
    Images will display when you select Publish.
  6. Select Publish. 

Note: The Line item image settings section only displays if your view contains valid link-formatted line items. 

You can display .jpg, .jpeg, .gif, or .png files as images on a grid card. Learn how to store image URLs.

Resize column width

You can resize the column widths in a grid to make data easier to read. Changes to column widths save as part of the page definition. When you publish the page, the same column width displays for all users.  

To resize a column width, select and drag a column.