RB User Guide > Program Basics > RB Interface > Function layout

Customizing grids

You can can customize grid layouts in some functions. If a grid’s layout is customizable, it has a button in the bottom right corner. Your grid customizations will not affect other users; they are local to your account, not system-wide changes. If you save a customized grid layout, the grid will always appear with that layout until you change it.

1. Arrange grid layout

   In any function that has a customizable grid, to:

   • Rearrange columns

     Click a column header you want to move and drag to it to where you want the column to appear in the grid.

   • Resize column widths

     Move the cursor to the right border of the column header. When the cursor changes to a horizontal double arrow, click and drag (in either direction) to stretch or shrink the column width.

   • Change row order sorting

     Either:

     • Click a column header to select it as the sorting column. The column will sort the rows in ascending order and an up arrow will appear in the column header. Click the header again to change to sorting in descending order with a downward arrow in the header marking the column.
     • Click > Sort Ascending/Sort Descending in a column header to designate it as the sorting column. The column will sort in the direction chosen and the corresponding arrow will appear in the header to mark the column.

     TIP: Sort by multiple columns

     To sort rows by multiple columns, click the column you want as the first sort variable, then Ctrl-click (Windows OS) or command-click (Mac OS) to select the second sort variable. RB9 numbers the sort indicators for your reference. You can select as many columns to sort by as you wish. To toggle the sorting order of a column within the selected set, click the column header while holding down the Ctrl/command key. To disable multiple column sorting, click any column header.

   • Show/hide columns

     Click > Columns, then uncheck the boxes of any columns you don’t want to appear. To show a previously hidden column, check its box.

   • Set sticky columns

     You can designate up to 10 columns on the left of the grid that do not move when scrolling a long grid. These sticky columns are marked by a doubly thick right border.

     • To set a sticky column: If the column is not already the left-most non-sticky column, first click its header and drag the column to that position. Click > Set Column Position > Stick Column.
     • To un-stick a sticky column: Click > Set Column Position > Unstick Column. If there are more than one sticky columns, only the right-most column can be unstuck.

     You cannot rearrange the order of sticky columns, so you must “stick” them in the order you want them to appear.

2. Save grid layout

   To save your customized grid layout, click > Save Grid Layout. Then click Yes in the popup that appears.

TIP: Group results by column

If a custom grid layout has a grouping zone, you can organize the grid rows into groups you designate to make it easier to see relevant related information in complicated results grids.

Depending on the function, the default grid might already group information by one of its columns. In layouts that allow grouping, you can set up one or more criteria to group by, arrange the grouping order, and delete any grouping criteria. See Grouping results.

TIP: Return a function to factory order

If you later want to return the order of the columns in a function to the original setup, click > Load default Grid Layout.

NOTE: You cannot save custom grids in IE11

While you can customize grids in Internet Explorer 11, it does not save your customizations. If you want to customize grids in RB9, you must use one of the other approved browsers (Google Chrome, Safari, Firefox, or Microsoft Edge).

Reference

• Results pane

Step-by-step instructions

• Grouping results