Using the Options Menu

Select to add the pivot grid model with personalizations to a homepage. You are prompted to select the homepage when you select the option.

Select to open the User Charting Options dialog box, where you can change the chart layout, chart axis, and filters. This option is available only when the chart is visible. See, Using the User Charting Options.

Select to export the underlying PSQuery data to Microsoft Excel.

Select to hide the chart on a Chart and Pivot Grid model.

Select to open the data source Prompts dialog box, where you can change the values for query prompts.

You can find the option only on a classic view.

Select to delete all personalization of the current model and reset the model to the default layout.

Selecting this option displays a message asking you to confirm the deletion.

Select to save the current model layout as a default view of the current model. The model layout, filter values, and PSQuery prompt values are also saved as preferences.

Select to open the Save As dialog box, which enables you to copy the current Pivot Grid model and save it as a different one.

• For all Simplified Analytic models, the unique name of each model is populated, and you are not required to enter the new model name.

• If personalizations are defined for the current Pivot Grid model, then personalization are also copied and included in the new model.

Select to open the Sort Options dialog box. See Sorting from Options Menu.

Select to open the Threshold Personalization dialog box.

See Configuring Thresholds.

Select to display the Update Filters dialog box, which enables you to add or remove filters for a model. The dimensions that are configured with blank values for Chart Axiscolumn in Step 4: Specify Data Model Options page of the Pivot Grid Wizard will be available to add as additional filters in addition to the default filter dimensions. SeeView Options.

By default, the Update Filters option is available for all Pivot Grid models in Fluid Viewer, but you can hide this option for a model. To hide it, use the Display Options section in the Step 4: Specify Data Model Options page.

See, Display Options.

See Configuring Facets and Filters

Select to display the Pivot Grid view for the chart view on a modal window. The modal window also includes the facet pane on the left. You can select to slice and dice the data in the grid by dragging the facets from the left pane to the columns and rows of the grid.

In addition, you can change prompts and facet values to analyze the data. When you click the Apply button in the top right of the modal, the chart is refreshed based on the current layout of the grid. Otherwise, when you click the Cancel button in the top left of the modal, it is closed and the chart layout is not changed.