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Document Building - Content Blocks - Tables

This article is intended for: Editors and Contributors responsible for adding and editing content in a document.

Use this article after: the document (budget book, digital financial report, CIP document, or custom document) has been created and you are ready to add custom tables.

Note: You can select any image below to zoom in. 

You can choose to include custom tables inside any of the narrative text boxes in your document. 

Create a Table

  1. To insert a table into a text panel, click into a narrative text box.
  2. Then, select the Table icon.
  3. Determine the number of rows and columns to create the table. 

Table Action Options 

Select a cell inside of the newly created table to view the action options. 

  1. Toggle Caption On - Toggle the Caption On button creates a new row at the top of the Table for a title or caption.
  2. Column Settings - Select Column settings to open the Column menu to:
    • Set Header Column
    • Insert Column to the left or right of the selected cell
  3. Row Settings - Select Row Settings to open the Row actions to:
    • Set Header Row
    • Insert Row to the right or left of the selected cell
  4. Merge Cell
    • Merge cells in any direction (up, down, left, or right)
    • Split the cell horizontally or vertically
  5. Cell Properties
    • Open the Cell Properties to manage the format of that single cell
    • Manage Cell Borders, Background color, cell dimensions, and padding
    • Manage the Cell text alignment vertically and horizontally
    • Select the Save button to publish changes 

 

  • Pro Tip: Hold down shift to select and manage multiple cells at once!
  1. Table Properties - Select Table Properties to format the entire table:
    • Manage table Borders, Background color, cell dimensions, and padding
    • Manage the Cell text alignment vertically and horizontally
    • Select the Save button to publish changes 

Note: Our Report modules support wide table printing. If the table has too many columns, the PDF will wrap and display the continuation of the table under the original.

Note: The custom table will automatically center in the document unless left or right alignment is selected.

Ready to learn about different types of Content Blocks?

Learn more about Content Block editing and optimization in these articles:



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