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Column Setup

Add a Column — Define columns in your sheet configuration using binding paths to entity properties Configure a Column Group — Organize related columns under collapsible group headers with shared styling Configure Collapsible Groups — Enable collapse/expand behavior for column groups Add External Reference Column — Display external reference work items linked through relationships Configure Multi-Item Column — Show and edit one-to-many or many-to-many relationships in a single column Configure Read-Only Column — Prevent user editing on specific columns

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Display and Formatting

Apply Column Styles — Use predefined or custom styles for column headers and cells Configure a Formatter — Apply conditional formatting rules with expressions and styles Use JavaScript Display Functions — Render custom HTML in cells using JavaScript arrow functions

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Views and Layout

Create a View — Define named column visibility presets for switching between different analysis perspectives

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Data Sources and Assignment

Configure Sources — Define data sources, queries, and expansion paths for loading entity hierarchies Assign Configuration to Document — Link a sheet configuration to a Polarion LiveDoc Download Configuration as YAML — Export your current sheet configuration for backup or sharing
Begin with a single entity type, a few columns, and one data source. Extend incrementally — adding column groups, formatters, and views once the basics are working. See Incremental Configuration Approach for guidance.

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See Also