Edit Template Layout
Create your own custom drilldown layouts.
You can do the following:
- Set sort and subtotal options.
- Remove columns.
- Move columns.
- Add columns from the available columns panel. This panel can be filtered by category and by searchingfor a specific name by typingin the filter panel.
- Save as a template. This will create a template that can be used to drill down to. See Drill Using a Saved Template. If you tick the checkbox, you will automatically be taken to the Save Template Layout.
When adding new columns to a layout, ensure to format them in the desired Excel format before saving the template.
In addition to these customizations you can also do the following on the Excel sheet directly:
- InsertExcel calculated columns.
- Customize your formatting including number formats, colors, fonts etc.
- Add other Excel objects above or below the drilldown report e.g. totals, other Excel functions, charts, pivot tables etc.
Sub Totals
This feature will add a sub total to the report for each change in value of the field being grouped by.
- Identify which field you want to group by and flag it in the “Group By” row.
- The group by fields must also be sorted for the sub totals to make sense. Set appropriate sort options on the field being grouped by.
- Flag the numeric fields that you want totals for in the “Sub Total” row.
- The next time you populate data into this layout the sub totals will be calculated and displayed.
When adding sub totals to a layout, you should remove any Excel Sum formulas on those columns being sub totaled as these sum formulas would no longer provide the correct values.