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Custom Table Export

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SaraSchelinski
New Contributor

I am using experience builder to provide our Finance department a tabular view of our Capital Improvement Plan projects. They can export the table within the experience builder table widget; however, I would like to customize which columns are included in the export. I am looking for tips on how to accomplish this. 

Despite hiding some of the columns in the viewer pane in ExB, all columns are included in the export. I would like to remove columns like ObjectID, GUIDs, and shape area/length, as they are not important to the Finance team. 

Big picture, I just want to have a tool where Finance can view and export one simple table view, which is made up of 2 related tables in a one-to-many relationship. If you have other suggestions for accomplishing this, I'd take those too!

Thanks in advance!

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SaraSchelinski
New Contributor

I solved my own problem! In ExB, within the table settings Sheet Configuration pane, you can configure the following settings: 

Configure Fields: Customize

Select Fields for Initial Display: Select the dropdown. Here is where you can turn on and off fields visible in the table widget, and therefore the export option. 

Then in the filed list below the dropdown, you can customize the order and the default visibility of the fields you kept showing.

SaraSchelinski_0-1765317710725.png

 

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SaraSchelinski
New Contributor

I solved my own problem! In ExB, within the table settings Sheet Configuration pane, you can configure the following settings: 

Configure Fields: Customize

Select Fields for Initial Display: Select the dropdown. Here is where you can turn on and off fields visible in the table widget, and therefore the export option. 

Then in the filed list below the dropdown, you can customize the order and the default visibility of the fields you kept showing.

SaraSchelinski_0-1765317710725.png

 

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