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Word Object Tables

When you need to add textual content to a report in CDM, you use a Word object. For consistency in the overall document design, use tables to contain information such as text or images.

Each section in a table is referred to as a cell. A table consists of rows and columns of cells that you can fill with text or graphics. When a table is inserted into a Word object, it is displayed as a grid.

Tip: Although a Word object can contain information outside of a table, it is easier to use tables for consistency in formatting.

Draw a Table or Cell in a Word Object

You can create a customized table in a Word object in CDM. For example, you can create a table containing cells of different heights or varying columns per row.

  1. Open the report that you want to work with.
  2. Open and check out the Word object that you want to edit.
  3. Click the Section View Mode icon in the status bar.
  4. Click where you want to create a table and insert the table.
  5. Position the pencil icon in your preferred location and draw the table or cell. To define the outer table boundaries, click and drag to create the size of table or cell that you want. Then draw the column and row lines inside the table or cell. You can erase a line or group of lines, if necessary.
  6. When you are finished, exit table mode.
  7. Save your changes to the Word object.
  8. Click the Default View Mode icon in the status bar.
  9. Save your changes to the report and check in the Word object.

Add a Table or Worksheet to a Word Object

You can add a table to a Word object in CDM. Depending on the formatting that you prefer, you can create the table in several ways.

  1. Open the report that you want to work with.
  2. Open and check out the Word object that you want to edit.
  3. Click the Section View Mode icon in the status bar.
  4. Click where you want to create a table.
  5. To draw a table with your own formatting, complete the following steps:
    1. Click where you want to create a table and insert the table.
    2. To specify the number of columns and the number of rows to include in the table, select the appropriate numbers.
    3. To adjust the table size, select the automatic behavior that you prefer.
  6. To insert a table with a certain number of rows and columns, complete the following steps:
    1. Click where you want to create a table.
    2. Select the correct number of rows and columns, and then release the pointer.
  7. To insert a table with predefined formatting, complete the following steps:
    1. Click where you want to create a table and insert a quick table. Click one of the samples, such as a calendar or a tabular list.
    2. Adapt the appearance as necessary by changing colors, formatting, and content. You can click the samples to change colors and formatting.
  8. To use an Excel worksheet as a table in a Word object, complete the following steps:
    1. Click where you want to add an Excel worksheet and insert an Excel worksheet into your Word object.
    2. Adapt the appearance of the Excel worksheet as necessary.
  9. Save your changes to the Word object.
  10. Click the Default View Mode icon in the status bar.
  11. Save your changes to the report and check in the Word object.

Add a Nested Table to a Cell of a Table in a Word Object

You can insert a table into a cell of a table in a Word object in CDM. A table within a table is called a nested table.

  1. Open the report that you want to work with.
  2. Open and check out the Word object that you want to edit.
  3. Click the Section View Mode icon in the status bar.
  4. Inside the table, click the cell where you want to insert a nested table.
  5. Click where you want to create a nested table and insert the table.
    1. To specify the number of columns and the number of rows to include in the table, select the appropriate numbers.
    2. To adjust the table size, select the automatic behavior that you prefer.
  6. Save your changes to the Word object. The nested table appears inside the table cell.
  7. Click the Default View Mode icon in the status bar.
  8. Save your changes to the report and check in the Word object.

Split a Table in a Word Object into Two Tables

If the table in a Word object in CDM contains too much information, you can split the table into two separate tables.

  1. Open the report that you want to work with.
  2. Open and check out the Word object that you want to edit.
  3. Click the Section View Mode icon in the status bar.
  4. Position the cursor in the row where you want the second table to start.
  5. Click the option to split a table. The table splits into two tables at the location that you selected.
  6. Save your changes to the Word object.
  7. Click the Default View Mode icon in the status bar.
  8. Save your changes to the report and check in the Word object.

Convert Text in a Word Object to a Table

You can convert existing text in a Word object in CDM into a table format.

Text separators, such as paragraph markers or tabs, are required to indicate where a new column should begin. You can define what is considered a text separator.

Each new paragraph is placed in a newly created row. If you selected paragraphs as a text separator, text is converted into a table with one column.

To convert text in a Word object to a table:

  1. Open the report that you want to work with.
  2. Open and check out the Word object that you want to edit.
  3. Click the Section View Mode icon in the status bar.
  4. To indicate where you want to divide text into columns, insert the text separator that you want, for example, tabs, paragraphs, or commas. For example, if you want a new column to appear in the table wherever a new paragraph starts in the existing text, make sure that your paragraphs are divided in the appropriate locations.
  5. Select the text that you want to convert.
  6. Click where you want to create a table and insert the table.
    1. Select the number of columns and the number of rows to include in the table.
    2. To adjust the table size, select the automatic behavior that you prefer.
    3. Indicate the type of text separator that you want to use when you convert the text to a table.
  7. Save your changes to the Word object. The text is displayed in a table in the Word object.
  8. Click the Default View Mode icon in the status bar.
  9. Save your changes to the report and check in the Word object.

Convert a Table in a Word Object to Text

You can convert the text contained in a table in a Word object in CDM into normal paragraphs.

  1. Open the report that you want to work with.
  2. Open and check out the Word object that you want to edit.
  3. Click the Section View Mode icon in the status bar.
  4. Click anywhere inside the table.
  5. Select the option to convert a table to text.
  6. Indicate the type of text separator that you want to use when you convert the table to text. The table is removed and its text appears in paragraphs.
  7. Save your changes to the Word object.
  8. Click the Default View Mode icon in the status bar.
  9. Save your changes to the report and check in the Word object.

Navigate in a Table in a Word Object

When you are working with a table in a Word object in CDM, it is helpful to understand how to navigate through the table and how to select items in the table.

  1. Open the report that you want to work with.
  2. Open and check out the Word object that you want to edit.
  3. Click the Section View Mode icon in the status bar.
  4. You can complete any of the following steps on cells, rows, or columns:
    • To select a cell, click the left edge of the cell.
    • To select a row, click to the left of the row, just outside the table.
    • To select a column, click just above the upper grid line of the column.
    • To select multiple cells, rows, or columns, click and drag across the cell, row, or column.
    • To select the entire table, click the upper left corner of the table.
    • To move to the next cell, press Tab. If you press Tab in the last cell, you create a new row.
    • To move to the previous cell, press SHIFT+Tab.

    Important: Depending on the version of Microsoft™ Word that is installed on your computer, some of the steps that you must follow might vary slightly.

  5. Click the Default View Mode icon in the status bar.
  6. If you made any changes, save your changes to the report and check in the Word object.

Insert Rows and Columns into a Table in a Word Object

When you are working with a table in a Word object in CDM, you can insert rows and columns to contain the text for the table.

  1. Open the report that you want to work with.
  2. Open and check out the Word object that you want to edit.
  3. Click the Section View Mode icon in the status bar.
  4. Click in the location in the table where you want to insert rows or columns.
  5. To add rows, complete one of the following actions:
    • To add rows above your selection, click the option to insert rows above and select the number of rows.
    • To add rows below your selection, click the option to insert rows below and select the number of rows.
    • To add one row below your selection, click in the last cell of the table and press Tab.
  6. To add columns, complete one of the following actions:
    • To add columns to the left of your selection, click the option to insert columns left and select the number of columns.
    • To add columns to the right of your selection, click the option to insert columns right and select the number of columns.
  7. Save your changes to the Word object.
  8. Click the Default View Mode icon in the status bar.
  9. Save your changes to the report and check in the Word object.

Delete Cells, Rows, Columns, or Tables from a Word Object

If the table in a Word object in CDM contains content that you do not need, you can delete cells, rows, columns, or the entire table.

  1. Open the report that you want to work with.
  2. Open and check out the Word object that you want to edit.
  3. Click the Section View Mode icon in the status bar.
  4. Click in the part of the table that you want to delete and select the appropriate cells, rows, or columns, or the entire table.
  5. Save your changes to the Word object.
  6. Click the Default View Mode icon in the status bar.
  7. Save your changes to the report and check in the Word object.

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