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 searching for a specific name by typing in 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:
- Insert Excel 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.