How to create, edit, and customize a grid

Updated January 24, 2022 23:03

To create a grid, select any listing in Buildout. From the listing, select the Grids tab in the left-hand menu. Next, click the green New Grid button.

A drop-down will appear with the list of available grid templates. You can choose to start with an empty grid, one of Buildout’s core models, or (if applicable) one of your own custom models. For this article, we will focus on starting from an empty grid.

Enter and edit your data

Rename your grid: Click Empty (the current grid name) and enter a new name.
Enter text or data: Click on any cell and enter text.
Note: You can also add a function to a cell by typing =.

Customize your grid

Select cells in your grid and then format them using the top toolbar options.

	Undo or redo your last changes.
	Zoom in or out.
	Change font or font size.
	Format your data as currency or a percentage, change decimal places, and more.
	Make text bold or italicized, strikethrough text, or change text color.
	Add or change the color of cells.
	Apply styles to cells.
	Add or edit cell borders.
	Merge cells.
	Change the text alignment or how text wraps.
	Toggle the visibility of hidden cells.
	Add functions to cells.

Add rows, columns, and cells

Select the row, column, or cells.
Right-click the highlighted row, column, or cells and then choose where to insert.

Delete, clear, or hide rows and columns

Select the row or column.
Right-click the row or column and then select Delete or Hide.

Delete cells

Select the cells and right-click.
Select Delete cells and then Shift left or Shift up.

Move rows or columns

Select the row or column and drag it to a new location.

Sidebar navigation

	Exit	Exit your grid.
	Full Screen	View your grid in full screen.
	Named Ranges	Name a cell or range of cells to more easily reference it in formulas or push data back to the Property Edit Form.
	Data Formats	Format your content to display your data how you want. Choose from standard formats or create your own custom formats.
	Conditional Formatting	Set up rules to automatically format cells that meet certain conditions.
	Data Validation	Control what you want to be entered into a cell by requiring a checkbox, number, date, text, or input from a specified list.
	Styles	Add and configure styles to keep your spreadsheets looking uniform and consistent with your company’s branding.
	Casting	Recommend casts for your grid or grid template. These casts will show up as “suggestions” when using the grid in a document.
	Charts	Insert a bar, line, or pie chart in your grid. Select the range of data to create your chart. Use the Styles tab to customize your chart.
	Locks	Add locks to your grid template to prevent certain cells from being edited in a grid.