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Hiding versus removing columns in a Project

MelanieMelanie Posts: 51 admin
edited October 31, 2019 5:08PM in Paxata Fundamentals
When you're working in a Paxata Project, you have the flexibility to hide columns that you do not want to see on the data grid. You may want to hide columns:
  • to create a personal view: you want to hide columns from the grid so they don’t clutter your view but you need to keep them in your data because they are used for calculating Project Steps. Example: your work in a Project is primarily with numeric columns. In this case, create your personal view of the data that hides all column types other than numeric.

  • to publish an AnswerSet that includes only specific columns: you may want to publish a custom AnswerSet that only displays some columns from the data. First create a lens on the Step where you want to create the AnswerSet, then hide the columns you do not want to show in the AnswerSet. Save the lens and your selections are saved. When you publish from the lens, only the columns you selected to show are published in the AnswerSet.
Hiding a column does not affect any filters or Steps in the Project. As soon as you begin to make edits in the Project, you automatically exit personal view mode. This means columns you hide here for your personal view are still included and displayed in the live data—with the exception of using the Lens tool because when you publish from the lens, only the columns you selected to show are published in the AnswerSet.

For more details, see the official documentation for Hide Columns in a Project.

Pro Tip: if you share a Project and also want to share your personal view of the data, use the lens tool to capture your view. The lens captures your personal view of the grid, and anyone else working in the Project can see your personal view by simply clicking on the lens in the Steps panel
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