Layout Editor

The Layout Editor allows you to create, edit, and delete business rules. The Layout Editor window can be accessed through the Layout Editor buttonĀ  in the OneStop Reporting Excel ribbon.

The Layout Editor window contains the elements shown in the figure:

 

Figure: Layout Editor interface elements

 

Report Level (Sheet filters) (1)

Selects the entire report so that rules (parameters) can be applied to the entire Excel report.

 

Column/ Row Level (Column selections/Row selections) (2)

You can select a column or row to create, edit, or delete business rules at the column or row level.

 

Data display settings (3)

You can specify the settings for displaying the data in the report.

Option Function
Expanding If selected, the report will list the details of dimensions and create what is known as an expanding group; that is, list each account rather than grouping the accounts together and displaying a total. Only available at row or column level.
Display blank records If selected, the report will display dimensions with blank records in the report; that is, if the checkbox is cleared, empty datasets will not be displayed. Only available at row or column level.
Limit If selected, the report will display dimensions with blank records in the report; that is, if the checkbox is cleared, empty datasets will not be displayed. Only available at row or column level.

Edit area for filters, grouping/sorting and functions (4)

In this area, you can specify settings for the filters, grouping/sorting and functions.

 

Tabs (Filters, Grouping/Sorting, Functions (5)

The tabs allow you to configure different rules for the selected level.

For details on the various options, see the Layout Editor section.