How to Work with a Dynamic Grid

Add/Delete Columns

To add a column you can simply click on the column header in the task pane. presentaid will guess the most suitable column type based on the underlying data.

To remove a column select a shape of that column and delete it. The Dynamic Grid will notice this change and remove the entire column.

Column Configuration

Grouping of Columns

The grouping parameter helps to visually connect data rows with the same value. The Grouping logic can be changed in the taskpane.

Let's assume we have the following data snippet:

If we apply "No Grouping", the Dynamic Grid will generate a shape for each cell:

If you apply "ValueGrouping" to the first and second column the result looks as follows:

If you apply "ExcelGrouping" to the first and second column the grouping is based on merged cells in Excel:

Change Column Type

To change the column type select a cell of the column that you'd like to change. In the dropdown above the column you can select your preferred column type.

Add a Total Line

For Number Columns you can add a total line at the bottom of the Dynamic Grid. You can either show the sum or the average of the column.

Change the Format of Number and Date Columns

In case you want to change the display format of a number or date column, select a shape in the column that you'd like to change and open the "Format" box in the taskpane.

Conditional Format

With the conditional format you can add additional styles based on the content of a cell in the Dynamic Grid. Let's assume you have created the following Grid and you want to change the background color of the "Sales" items in the second column:

1. Select that column for which you want to apply a conditional format
2. Click on "Advanced Conditional Formatting" in the header menu

   

3. Add a Rule, e.g. Value is equal to "Sales" and define your style, e.g. a grey background

   

4. The conditional format will now be applied to all cells in the column which match the rule.

   

Grid Configuration

Designs

With Designs you can apply different layout styles to the entire Dynamic Grid. This is useful if you want to apply different styles for different clients or if you have different reporting formats within your company.

Total Line

Enable or disable the total line of the Dynamic Grid.

Grid Margin

The margin defines the space between the columns and rows of the Dynamic Grid.

Separator

The separators are the lines between each row of the Dynamic Grid. You can enable/disable them column by column or use this global configuration in the Grid settings pane.