Layouts

Layout options control how data is structured and displayed in the report. You can configure both table layouts and measure layouts to customize how categories and values appear.

Prerequisites#

Before you configure layout options, ensure that you have the following:

• Access to a planning sheet with data loaded.
• Permissions to edit the Planning sheet.

Configure table layouts#

1. Open the Planning Sheet.
2. Go to Layout options.
3. Select the required Layout. Various types of table and measure layouts are listed below.

Types of table layouts#

Table layouts determine how row categories are presented in the report.

Hierarchy#

Displays data in a hierarchical format with expand and collapse functionality. This is the default layout.

Table#

Displays data in a tabular format without hierarchical expansion for rows. Column hierarchies can still support expand and collapse.

Tree layout#

Use the tree layout to customize the structure and display of your data. The tree layout also helps you visualize absolute and relative variances between measures.

1. Go to Home > Layout > Tree.
2. In the Configure Tree View dialog, select the baseline and comparison measures and save.

After saving, the Tree View option is added to the toolbar. You can use these options to further customize the tree layout.

Tree view options#

The Tree View provides the following options:

• Quick format: Choose the number scaling format.
• Baseline: Select the baseline measure.
• Comparison: Select the measure to compare against the baseline.
• KPI: Select key performance indicator measures.
• Create scenario: Create and simulate scenarios.
• Compare scenario: Compare multiple scenarios.
• Display settings: Customize the tree layout display.
  • Node customization: Preview and customize node scope, style, and components.
  • Level configuration: Customize node style settings at the dimension level.
  • Appearance: Configure font color, primary color, background color, and conditional formatting.

Node actions#

You can use the node menu to perform actions such as editing, viewing details, and adding comments.

Open the node menu#

1. Select a node in the view.
2. Select More options (…) on the node.

The node action menu appears. The following actions are available:

• Pin node: Pin the selected node for quick access.
• Edit node: Modify node properties such as name, aggregation, and formatting.
• Simulate per period: Run simulations for the node across periods when you create scenarios.
• View details: View additional information about the node.
• Add comment: Add comments to the node for collaboration.
• Simulation lock: Lock the node to prevent changes during simulation when you create a scenario.

Edit a node#

You can edit a node to update its name, aggregation behavior, and formatting. Refer above for display settings.

Update general settings

Under General, you can modify the following:

• Row name: Update the name of the node.
• Include in total: Include the node in the total calculation.

Update formatting

Under Formatting, you can configure how values are displayed:

• Scale: Select how values are scaled (for example, Auto).
• Decimal points: Specify the number of decimal places.
• Prefix: Add a prefix to values.
• Suffix: Add a suffix to values.

Apply changes

• Select Apply to save changes.
• Select Cancel to discard changes

You can customize individual elements by selecting the edit node. Customize each element in the tree layout to meet your needs.

Select a node to view additional information, such as Trends, Details, Variance, and Dependents, and to analyze performance over time and compare values against a baseline.

• Trends – Displays time-based performance.
• Details – Shows detailed data for the selected node.
• Variance – Highlights differences between actuals and comparison values.
• Dependents – Shows dependent elements related to the selected node.

View options

• Select Graph to display a visual chart of trends.
• Select Table to view the same data in tabular format.

Types of measure layouts#

Types of measure layouts#

Measure layouts determine how values (measures) are displayed in the report.

Measures in rows

Displays measures as rows instead of columns. You can reorder measures by dragging rows or using the Manage rows option.

Measures in columns

Displays measures across columns above the column hierarchy categories.

Ragged hierarchy#

A ragged hierarchy is a hierarchy in which branches have an uneven number of levels.

• Ragged hierarchies are also known as unbalanced hierarchies, as they contain uneven or unbalanced levels.
• The number of levels depends on the underlying data, as some members don’t have values at all levels.
• Use this setting to improve readability in hierarchical views by hiding blank or placeholder rows.

Turn on ragged hierarchy#

When ragged hierarchy is turned on, only available levels are displayed, and empty rows are removed.

1. Go to Layout.

• Select Ragged Hierarchy.
• Turn on Ragged Hierarchy.

When ragged hierarchy is turned on:

• Hide blanks: Hides missing levels based on value, category, or both.
• Suppress zeros: Hides rows with zero values.
• Hide blank columns: Hides columns with no data.

When ragged hierarchy is turned off:

• All levels are displayed, even if values or categories are missing.