For the complete documentation index, see llms.txt. This page is also available as Markdown.

Customize your view

Change the standard view of the data to suit your personal analysis needs.

The top left bar above the grid contains the following functions (tools) you can use to change your view of the data in the grid.

Use the menus in the toolbar to change how the data is displayed in the grid and clearly see the information that you're interested in.

Menu
Description

Mode

The columns that display in the grid.

Properties

The type of details (for the selected dimension) that display in the first column(s) in the grid, such as Name and Code.

Measures

The type of numerical data that displays in the grid, such as Local Value, Profit or Quantity.

Stream

The source of the data in the grid.

Activity filter

A way to determine if the grid displays data for which there are transactions (activity) or not (no activity) or both (all).

Format

The format of numerical data in the grid, such as actual numbers, percentages or average.

Period

The timeframe (date range) that applies to the data in the grid, such as Rolling 12 Months, Quarter 1 or Year to Date.

To return to the standard view, click the Reset button.

Last updated