Manage grid settings

Control how data appears in the grid.

Use grid settings to change how your data appears, such as the order of period columns and whether total and average rows display.

In the toolbar, click Grid settings. The settings panel opens on the side of the page.

These settings apply to your current view only and are not saved automatically. To reuse them, save the view as a favorite.

Some settings don't apply in Summary view.

Reverse the period

Turn on Reverse the period to change the order of the period columns in the grid.

Use this setting when you want to display the most recent period first or last. For example, if the columns display from Dec to Jan, you can reverse them to show Jan to Dec instead.

The default column order is set by your administrator in the database settings > Defined Periods tab using the Reversed? option.

Activity

Control which items (dimension entities) display in the grid.

The Activity setting has two options:

Activity (default)

Show only items that have transactions in the selected period. Use this option when you want to focus on relevant data and reduce noise in the grid.

All

Show all items, including those with no transactions.

Use this option when you want to see the full list of items, regardless of whether they have activity in the selected period.

For example, suppose you are looking at products. You can see all products, even if some were not sold in the selected period.

This helps you understand not just what happened, but also what didn’t happen.

Period to date

Align comparison periods to the same point in time.

Turn on Period to date to include transactions up to the same date as the selected period.

Use this setting when you want to compare incomplete periods fairly, such as comparing the current month to the same point in previous months.

For example, if today is 14 April, the April column shows data up to 14 April. When this setting is on, all other periods also show data up to the 14th of each month. This is reflected in the column headers.

Optional data

Show or hide additional data in the grid.

By default, all options are turned on, so this data is visible in the grid. Turn off a setting to hide that data from the grid.

The available options are:

Sparklines: Show or hide trend lines for each row in the Total column.

Total row: Show or hide the Total row at the top of the grid.

Average row: Show or hide the Average row at the top of the grid.

Rows that net to zero: Show or hide rows where the values across the grid add up to zero.

Personalization

Customize the font size of the data in the grid.

For example, you might increase the font size if the text is hard to read, or decrease it to fit more data on the screen.

Use the slider to increase or decrease the font size.

Changes apply immediately and only affect your view. Unlike the other grid settings, your personalization setting is saved and persists.