Tables are a common feature in many due diligence reports. Below you can find detailed guidance on the various features available when working with tabular data in LiveDiligence.
Adding tables
Tables can be added to any part of the risk review by clicking the table button in the editing toolbar and dragging your cursor to set the size of table.
Table sizing
By default, tables will auto size based on the content, expanding to the full available width if needed.
Changing table width
Tables auto size based on the content, but you can manually override this behaviour. If you want to manually size tables you can do this from the table sub-menu:
- Click on the table to bring up the table sub-menu
- Click the
table propertiesbutton
- Enter your desired width as a percentage in the width field
Changing column width
Like tables, columns will resize automatically based on the content you enter. If you want to override this behaviour you can enter your own custom column width:
- Click on the table to bring up the table sub-menu
- Click the
cell propertiesbutton
- Enter your desired column width as a percentage in the width field
Adding a header row
Header row is an optional feature that automatically applies a grey background and bold font to the top row of your table, helping it stand out. To add a header row:
- Click the top row of your table to bring up the table sub-menu
- Select the row button
- Turn on the the header row toggle button
Note, you can also set a header column in the same way using the column button inside the table sub-menu.
Navigating around tables
Use Tab / Shift + Tab to cycle forward and backwards through cells.
Use Up arrow / Down arrow to move up and down cells.
Note if the cell has content the arrow press will move to the start/end of content first before moving to the next cell above or below.
Selecting multiple cells
Selecting multiple cells can be done in a few ways:
- Click and drag your cursor to select multiple cells
- Shift + click
- Shift + arrow key
- Select entire row or column using the table sub-menu options
Note, with multiple cells selected any styling changes will be applied to all selected cells simultaneously:
Copying/Paste and entire table
Tables can easily be copied and pasted anywhere in the risk review:
- Click inside the table
- Click the handle in the top left of the table to select (it will turn blue)
- Press
Control + C(Windows) orCommand + C(MacOS) to copy the table
- Press
Control + V(Windows) orCommand + V(MacOS) to paste
Copy/Paste table content
To copy content from a cell simply highlight the text inside the cell then press Control + C (Windows) or Command + C (MacOS) to copy the content.
When copying and pasting within tables, keep in mind the following rules:
☑️ Single cell copy to single cell paste is possible
☑️ Multi-cell copy to multi-cell paste is possible
🚫 Single cell copy to multi cell paste is not possible (only the single copied cell will be pasted)
Pasting tables from Word
Tables can easily be pasted from Microsoft Word.
When pasting from Word, LiveDiligence will retain all styling supported by our editor:
- Bold
- Italic
- Underling
- Strikethrough
- Cell colour
- Text alignment
- Border properties
Note, in order to preserve a consistent visual style across your transaction, font, text size, and text colour are all standardised when pasted into LiveDiligence.
Pasting from Excel
Tables can also be pasted directly from Microsoft Excel. Currently styling is not preserved when pasting from Excel, but can be added later via the LiveDiligence editor. We are working with the text editor developer to see if we can remove this limitation. There is a work around: If you paste your Excel table into Word, then into LiveDiligence, the original Excel styling will be preserved.