Layout
Last updated
Last updated
The Layout section offers a visual representation of the current arrangement of fields and metrics in rows, columns, and filters in the sheet. The sheet layout will appear differently depending on selection for Layout Type. By default, the sheet layout is set to Standard. Multiple axis of one section, as well as multiple sections can be added to sheet. To create multiple sections, the Allow Multiple Section option in the fields sections must be checked. The shared fields are denoted by beside them. Any field can be moved to shared axis, however, metrics cannot be in a shared axis. The field layout can be selected from the Layout type and fields must then be adjusted accordingly to generate sheet and reports. The shared axis and filter will show below Layout type and the non shared axis will show below it, divided into sections.
The Layout Type includes: Standard Layout - applicable to single section sheet, and Shared Row Axis & Shared Column Axis for multiple section sheets. Drag and drop fields and metrics between rows, columns, and filters to achieve the desired layout configuration.
In standard layout type, the sheet contains only one section. Here the fields can be arranged into Rows, Columns and Filters.
When multiple axis or section are allowed in sheet, the Shared Row axis layout type denotes that the rows in the axis/ sections will be shared. In case of multiple sections, each section can have different fields and metrics. As for shared axis, the field are same for the same section. A section can have multiple axis. The axis belongs to which section can be identified by the Axis name as Axis N : Section M, here N denoted the number of Axis, and M denoted the section the Axis belongs to. Example, Axis 2: Section 1(1) means Axis 2 belongs to section 1, similarly, Axis 4: Section 2(1) means Axis 4 belongs to Section 2, and hence will have the fields contained in section 2. The fields from each section will be displayed in the sequence of section creation.
When multiple axis or section are allowed in sheet, the Shared Column axis layout type denotes that the columns in the sections will be shared. Each of these section can have different fields and metrics. The fields from each section will be displayed in the sequence of section creation.
When a new calculation is created, the calculation name appears as Calculation 1, 2 and so on on the calculation title. The details of the calculation can be configured
Field : Select from dropdown list the Field or metric the calculation is be based.
Member ID : The member ID for calculation is generated automatically as C1, C2 and so on, this can be edited.
Description : Text Description of the calculation can be added here. This is not mandatory to create calculation.
Axis : This is a dropdown list to choose Axis on which calculation is to be created. This option appears only when Layout Type is Shared Row Axis or Shared Column Axis.
Position : This is also a dropdown list to select where the calculation show appear in the selected axis. The position when selected as First or Last, means the calculation will appear at beginning or end of Axis respectively. If Before or After is selected, a reference member need to be selected. If the reference member appears multiple times in sheet, the calculation will also appear that many times.
Reference Member : The option allows for selection of Members for the Field chosen at the beginning of calculation creation, for Positions Before or After.
Formula : This textbox display the logic used in creating calculation. The logic is created in sheet cells.
Pick from cell : The logic created in sheet cells is picked using this option and updated in Formula box.
Active : This checkbox allows and enabling or disabling of the calculation.
The Set Range option when checked, allows for user to add selection for field members directly from the sheet. It can be selected for Rows or Columns. When Set Range is enabled, the Preference for that Axis will appear as shown. From here the range for members we will be entering in sheet can be selected using the Add from selection option. From the Range, the property appearing in Row or Column can be updated from the Fields section.
Preferences: Users can edit, reorder, and reset preferences for both rows and columns, providing flexibility in customizing the sheet layout according to their preferences. Preference control the properties of the fields displayed and their display order. Preference also user to change the row/ column name to be displayed in the sheet cells header.
The button beside Layout lets you add Axis from a section the sheet. The option to add Axis is enabled when the Layout Type is set to Shared Row Axis or Shared Column Axis. On Clicking the option to add Axis in multi section sheet, section can be chosen.
Clicking in the beside Rows or Columns allows creation of Calculated members in Rows or Column. On clicking, a calculation details pane opens, from here calculation can be added and created in sheet.
Apply To : This option allows choice between creation of calculation in Rows and Columns. By default, the selection here is made when we click , either from Rows or Columns. When this selection is changed, the fields at the beginning of calculation also updates.
Preferences let us display field and metric properties, their order of display and their header name that are to be displayed. On clicking on the Preference option for Rows or Columns, the current properties been displayed along with their details : the Display name of the property and the Field.Property will be shows. Along with that, the option to add more properties or modify existing properties is accessible from Update list. On clicking, the list will display all the fields and their associated properties, which can be chosen as a multi selection. For a field, ID property is mandatory. Now we can also select metric properties : Data type, Metric type, Formula, Linked Fields. The display name for the property can be edited by clicking the edit name option beside the respective property. The sequence of preferences can be changed by dragging and dropping properties in desired order.
Clicking allows users to choose members for the fields or metrics. Options to choose multiple members, context member selection, and choice of member relationship like descendants, leaf members etc. are available.
Click the beside the field to access options, which include:
Remove: Remove the field.
Move to Rows: Transfer the field to rows.
Move to Columns: Move the field to columns.
Move to Filters: Shift the field to filters.
Move Up: Move the field up by one position.
Move Down: Move the field down by one position.
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