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