Configuring and Editing Columns in a Report

This article helps you control how report data appears so you can quickly understand results and tailor layouts to your needs.

Following configurations are available for the Column tab:

• To create a new column, select Create.

• To modify a selected column, select Edit.

• To delete a selected column, select Remove.

• To copy a selected column to a new column, select Duplicate.

• To reorder columns, use drag-and-drop.

  

In this article, we will cover:

• Creating Columns

• Editing Column Properties

• Configuring Column Automation

• Using Time Selector

• Expanding a Column

• Adding a Variance Column

• Adding a Remarks Column

Creating Columns

1. In the Column tab, select Create.

2. Select a Type:

   • Dimension – returns data based on the selected dimension.

   • Variance – calculates differences using predefined logic.

   • Header – displays additional member details.

   • Blank – creates an empty column for layout purposes.

   • Remark – allows you to add notes to individual cells with audit tracking.

3. Enter a Column Label.

4. Select the Dimension Name.

5. Select Save.

Editing Column Properties

1. In the Columns tab, select Edit.

2. In the Edit column widget, you can configure:

   • Caption format

   • Appearance

   • Input Configuration

   • Column Automation

Caption Format

You can enter a name here, which is displayed as the column name in the report. You can also use member properties by applying the format `$property$` (use lowercase). For example: `$sortorder$`, `$accounttype$`.

Appearance

You can configure the following options in Appearance section:

• Style: Select Parent to display the column in bold.

• Visible: Show or hide the column in the report.

• Autofit: Automatically adjust the column width based on the content length.

• Width: Manually specify a width for the column.

• Forced Dimension: Prioritize column dimensions over row dimensions.

Input Configuration

Applies only to input sheets and does not affect reports.

You can configure Changeability in input sheets as follows:

• Input: Cells are editable.

• Read Only: Cells are not editable.

• Auto: Cell editability is determined by the workflow.

  Use the Calculated check box to choose whether cells are calculated or non-calculated.

Configuring Column Automation

1. Select a Column and select Edit.

2. In the Column automation section:

   You can configure the following options in Column automation.

   

   • Show Sum column: Automatically adds totals without on a separate column.

   • Enabled % of: Adds percentage-based calculations as an additional column in the report. They are of 2 types:

     % of Revenue for all rows

     Adds a new column displaying each row as a percentage of the selected Revenue member.

     Calculation:

     Row value / Revenue member * 100

     % of Revenue for Gross Profit section and % of Gross Profit for remaining rows

     Rows under the Gross Profit section are calculated as a percentage of the selected Revenue member.

     All other rows are calculated as a percentage of the Gross Profit member.

     Calculations:

     Gross Profit rows / Revenue member * 100

     All other rows / Gross Profit member * 100

     Percentage calculations are also applied to rows that include functions.

   • Hide Base Value: When you select this check box, the report displays only the derived value. The base value column is hidden from the report and is not included in Excel exports, but the system continues to use it for calculations.

     In case you need to use property from another dimension use next syntaxis "dimension:property". For example: "scenario:description"

Setting Dimension and Aggregation Options

This section lets you control how data rolls up and displays across dimensions so your report reflects the correct level of detail.

1. Select Dimension Name.

2. Under Dimension options, toggle Show base members only.

3. Under Dimension options, toggle Sum to parents.

4. In Aggregation level, select Aggregation level.

5. Under the column editor, select Show inherited members.

6. Under the Column tab, press Save.

7. NOTE: Dimension Name and Aggregation Level are only available for input sheets and version 1 reports.

Using Time Selector

1. In the Edit column widget, select Show inherited members.

2. Select the Dimension menu icon for Time.

   The Time Selector widget displays.

3. Use Base Time on to select fixed or dynamic time (e.g., current month)

4. Use Time View to define intervals or rolling periods (e.g., R12, YTD)

5. Select a Time Offset.

   The Preview section displays the Time based on your selection.

Expanding a Column

1. In the Edit column widget, select Show inherited members.

2. Select the Dimension menu icon.

3. Configure:

   • Expand level - Here you can set the expansion of the selected member. The numbers indicate how many leaf levels will be activated.

     

   • Show - It displays Children / Parents.

     

     You can also reset these configurations to default settings.

Adding a Variance Column

1. Select Create in Columns tab.

2. Set Type as Variance.

3. Select From and To columns.

4. Select Variance Type (difference or %).

5. Select Sign Reversal.

6. Select Save.

   To learn more review the article - Variance Column.

Adding a Remarks Column

1. Create a column with type Remark.

2. Configure visibility and scope.

   Remarks:

   • Are linked to cells.
   • Store author and timestamp.
   • Can be linked to filters (slicer context).

   To learn more, review the article - Remarks Column.