Approach 1: Use Saved Views for Export-Specific Layouts
Saved views let you define column visibility presets that you can activate before exporting. This is the recommended approach for most workflows.Step 1: Define an Export View
Add a view entry to theviews array in your sheet configuration that hides the columns you do not want in the export:
Step 2: Switch to the Export View Before Exporting
- Open the Nextedy RISKSHEET document
- Select the Export View from the saved views dropdown
- Click Export to Excel or Export to PDF
- After exporting, switch back to your default working view
An Export View Need Not Show Formula InputsSince v26.7.1, formula columns and the columns feeding them are evaluated whether or not they are shown, so an export view may hide them freely. If
rpnNew depends on occNew, detNew, and sevNew, the calculation is correct with all four hidden. The export view is also safe to mark as the default view. See Formulas and Column Visibility, which also covers the behavior on earlier versions, where every formula column and its inputs had to stay visible.Approach 2: Use hideColumns in PDF Export Scripts
For PDF exports, you can programmatically hide columns using thehideColumns parameter in your custom export script without changing the interactive view.
Step 1: Edit Your PDF Export Script
Open yourrisksheetPdfExport.vm template and call exportMainSheet with the hideColumns parameter:
hideColumns parameter accepts a comma-separated list of column binding names. The specified columns are temporarily hidden during export and automatically restored afterward.
Step 2: Identify Column Binding Names
Find thebindings value for each column you want to hide in your sheet configuration:
bindings values (not header or id) in the hideColumns parameter.
Comparison: Saved Views vs. hideColumns
Saving Personal Column Settings
You can also save personal column width and visibility preferences that persist across sessions:- Adjust column widths and visibility as needed
- Use the Save Columns command to persist your settings
- Your preferences are saved per-user and apply each time you open the document
Verification
After configuring column visibility for exports:- For saved views: switch to your export view, confirm the target columns are hidden, then export
- For
hideColumns: run the PDF export and open the generated file
See Also
- Control Column Visibility — Interactive column visibility settings
- Export to PDF — Base PDF export workflow
- Export to Excel — Excel export reference
- Customize PDF Export Scripts — Full PDF script customization
- Create Saved Views — Saved view configuration