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Working with Grids

Grids are used throughout ONESOURCE Trust Tax to help you work more efficiently. The graphic below uses the
Sales Summary
 grid in the account binder to show the features and functions of grids.
note
Many of the tasks you complete when working with grids cannot be permanently saved. For example, if you close a page after sorting a grid, you will need to sort the grid again the next time you open the page.

Moving through Grids

To move through the displayed grid page, use the grid's vertical and/or horizontal scroll bars.
To navigate the rows and columns in a grid, use the arrow keys. If you are using the Google Chrome browser, you must mouse select to navigate.
To move to another grid page, move the page slider at the bottom of the grid to the right or left.
To move page-by-page through a grid, select the page slider's to advance to the next page or to return to the previous page.

Sorting Grids

Use any of the following methods to sort grids by a single column or by multiple columns:
  • Select
    -Select the column heading to sort in ascending order. Select the column heading again to sort in descending order. Select the column heading a third time to remove the sort order. When a column is sorted, an indicator displays in the column heading. No indicator displays when a column is not sorted. The following graphic shows the grid is sorted in ascending order by the
    Sales Detail
     column:
  • Right-click
    -Right-click the column heading you want to sort by then select the sort order from the pop-up menu. To remove the sort order, right-click the column heading again then reselect the sort order. The following graphic shows the sort order selections for the
    Asset Name
     column:

Hiding and Showing Grid Columns

Right-click the column heading you want to hide then select
Remove This Column
 from the pop-up menu. The following graphic shows the
Taxable For
 column will be hidden after
Remove This Column
 is selected:
To show grid columns:
  1. Right-click a column heading.
  2. Select
    Select Columns
     from the pop-up menu. A list displays, showing each column in the grid. Columns that are currently shown are at the top of the list with a check mark to the left of the column name. Columns that are currently hidden are towards the bottom of the list and do not have a check mark to the left of the column name. The following graphic shows that the
    Taxable For
    ,
    Unknown
    ,
    Category
    ,
    Acquisition Method
     and
    Property Type
     columns are currently hidden:
  3. Select each column you want to show.
  4. Select
    Apply Changes
    .

Resizing Grid Columns

Use any of the following methods to resize a grid column:
  • Best Fit
    -Right-click the column heading then select
    Best Fit
    .
  • Drag the column divider
    -Position your cursor over the column divider so that a double-headed arrow shows. Click then drag the column divider to the right or left. Release the mouse when the column is the size you want.
  • Double-click the column divider
    -Position your cursor over the column divider so that a double-headed arrow shows. Double-click the column divider.

Moving Columns within Grids

Select the column heading, drag you mouse to where you want to move the column to, then release the mouse. The following graphic shows that the
Units
 column is being moved to the right:

Copying Grid Data

Copying grid data can be helpful when you need to include the data in an email or another document. A copied row cannot be re-inserted into the grid. To copy grid data, right-click the grid data you want to copy then select
Copy this Cell
 or
Copy this Row
.
note
Selecting
Copy this Table
 is not recommended because it does not copy the full table. To copy the full table, select
Export Data
 from the pop-up menu.

Changing Grid Data

The changes you make to grid data are pending until you save or undo them. You can view the number of pending changes at the bottom of the grid. In the graphic below, there are two pending changes. The icons for saving and undoing those changes are also shown.

Refreshing Grid Data

Refreshing grid data allows you to check for updated data without leaving the current page. This can be helpful when, for example, you want to see if the processing status changed for an estimate filing request you submitted. To refresh the grid data, select Refresh at the bottom of the grid.
note
Any pending (unsaved) changes are undone when the data in a grid is refreshed. If you make changes to the data in a grid, save the changes before refreshing the grid data.

Exporting Grid Data

You can export the data displayed on the current grid page. Select Export grid page at the bottom of the grid, select the file format you want to export the data to, then select
Export now
.

This article applies to:

  • Product: ONESOURCE Trust Tax