Defining the View Layout

Define the view layout during the view creation process. You can also edit the view layout of views created in View Designer.

To define or edit the view layout:

  1. If you have not already done so, invoke the View Designer (see Launching the View Designer).
  2. If you are creating a new view, complete the steps in Defining the View Type and Display Style.

    If you are editing a view, continue with step 3.

  3. In the left pane of the View Designer, expand a subject area and the folders to view the columns that you want to work with.
  4. Drag columns from the expanded subject area tree and drop them in the layout area.

    The edges in the layout area vary depending on the selections that you made in the View Type, as described in Table 19-2.

    Table 19-2 View Type Selected and the Edges Available in the Layout Area of the View Designer

    View Type Selection Edges In Layout Area

    Table

    Page, Section, Row, Column, Measures

    Optional: In the Row edge, select the Row Grand Total check box.

    Pivot Table (default)

    Page, Section, Row, Column, Measures

    Optional: In the Row edge, select the Row Grand Total check box.

    Optional: In the Column edge, select the Column Grand Total check box.

    Line Chart

    Page, Section, Group By (X), Lines (X), Data: Lines (Y)

    Bar Chart

    Page, Section, Group By (X), Bars (X), Data: Bars (Y)

    Column Chart

    Page, Section, Group By (X), Columns (X), Data: Columns (Y)

    Area Chart

    Page, Section, Group By (X), Area (X), Data: Areas (Y)

    Pie Chart

    Page, Section, Pies, Slices, Slice Size

    Scatter Chart

    Page, Section, Group By (X), Vary by Color, Data

    Stacked Column Chart

    Page, Section, Group By (X), Bars (X), Data: Bars (Y)
  5. Optional: Perform any of these tasks, as applicable, on the columns you have dragged to edges in the View Designer:

    • To move a column between edges, drag the column from one edge and drop it on another; for example, drag a column from the Row edge and drop it on the Column edge.

    • To reposition the column within the edge, click on a column name and select the Up or Down arrow.

    • To add a subtotal to a column or row in an edge, right-click a column and select Subtotal.

      Note:

      The Subtotal option is ignored when applied to the bottom column in an edge, even though the option is selectable in the drop-down menu.

    • To add columns to filter criteria for this view, click on a column and select Add to Filter.

      The columns that you select are added to the Filter Expression area of the Define Filters tab, where you can further define them. See Defining the Filter Expression for Views in View Designer for more information.

    • To remove a column from an edge, click on the column and select Remove.

  6. Optional: If you are working with a table or pivot table view, regardless of the display style:

    • Pivot Table view: In the Row and Column edges, select or clear the Row Grand Total and Column Grand Total check boxes as you require.

    • Table view: In the Row edge, select or clear the Row Grand Total check box.

  7. Optional: If you are working with a pivot table view that has the pivot table display style, you can perform these actions with the Measure Label element:

    • Reorder the Measure Label element within the Column edge.

    • Move the Measure Label to any other edge except the Measure edge.

    Notes about the Measure Label element:

    • The Measure Label element represents the labels for all the Measures columns in the Measures edge. In the View Designer, the Measure Label element appears by default in the Column edge.

    • Measure Label is only available when both the View Type and Display Type is Pivot Table.

    • Experiment with moving the Measure Label element to another edge or reordering it within the Column edge. The result may be a more readable pivot table layout.

    • Measure Label cannot be removed from the View Designer.

    • Measure Label cannot be placed in the Measures edge.

  8. To define filters, click the Filters tab and continue with Defining the Filter Expression for Views in View Designer.

    If you do not plan to define filters, click OK:

    • If you are creating a new view, the view is inserted into Excel.

    • If you are editing a view, the old view is removed and the updated view is inserted.