View transactions

View the individual transactions that make up the values in the grid.

Use Transaction view when you want to move from summarized data to the underlying transaction detail. The Grid and Transaction views stay in sync, so filters you apply in either view also affect the other view.

View transaction details

Select the Transaction view tab to see the transactions behind the data in the grid.

Transaction view includes the transactions for the period displayed in the grid.

Change the transaction layout

By default, transactions display in a flat list. You can switch to a nested layout when you want to group transactions by the entities in the selected dimension and review subtotals.

Use the layout button below the grid to switch between:

• Flat: Displays all transactions in a single list. This is the default layout.
• Nested: Groups transactions by the entities in the selected dimension. Expand an entity row to view the transactions underneath it and the corresponding subtotal.

Filter transaction data

Apply filters in Transaction view to narrow the data you want to review. You can also apply filters in Grid view and then switch to Transaction view.

See Filter data for information about focusing, excluding, searching, and creating advanced filters.

Apply conditional formatting

Create conditional formatting rules specifically for Transaction view to highlight values that meet defined conditions.

Transaction-view rules are independent of the rules you create for other views, so you can use different formatting to suit the transaction detail.