Miscellaneous settings

Configure additional display and interaction options to enhance report usability and behavior.

In the Lumel EPM toolbar, navigate to Settings > Appearance. In the Appearance side panel, select Misc. tab to open up the miscellaneous settings side panel.

1. View

1.1. Visual context menu

When the Visual context menu toggle is enabled, a context menu is displayed by right clicking a row.

Enabled visual context menu

1.2. Header word wrap

When the Header Word Wrap option is enabled, the header content is wrapped according to the height of the cell. The image below shows how the headers are displayed when the header word wrap option is disabled.

Displaying headers when header word wrap is disabled

You will be able to see the entire header when word wrap is enabled.

Displaying headers when header word wrap is enabled

1.3. Quick shortcuts

This option lets you add quick shortcut icons in the others section. The Undo, Redo options are selected by default.

Showcasing options of quick access icons

The shortcuts for all the selected options will be displayed in the others section.

Displaying quick shortcuts

1.4. Show info messages

You can disable this option if you do not wish to see pop-up notifications and info messages.

Showing info messages

1.5. Absolute search

When enabled, this option lets you search for numbers by magnitude regardless of their sign (+/–) in Lumel EPM.

You can search for a number by navigating to Home > Search. The image below shows the search behavior when the absolute search toggle is disabled, returning only two entries of '106.0' and excluding '−106.0'.

Search results with absolute search disabled

When the absolute search toggle is enabled, the search returns three entries of '106.0', including '−106.0'.

Search results with absolute search disabled

1.6. Absolute sort

Enabling this option lets you sort measures by magnitude, regardless of whether values are positive or negative.

To achieve this, first select a column or measure and apply ascending or descending sorting using the column gripper > Sort.

Sorting in ascending with absolute sort disabled

Absolute sort disabled

Notice how values are sorted differently when Absolute Sort is disabled versus when it is enabled, where sorting is based on magnitude.

Sorted in ascending with absolute sort disabled

Sorted in ascending with absolute sort enabled

1.7. Fill image

If you are using image URLs as measure headers, enable the Fill Image toggle to expand the image and fill the entire measure header cell.

Fill image enabled

Fill image disabled

1.8. Show measure header

The column or measure headers are hidden when this option is disabled.

Column headers are hidden when show measure header toggle is disabled

1.9. Measure header tooltip

Enabling this toggle displays a tooltip when you hover over a column or measure header.

Tooltip displayed on hover when measure header tooltip is enabled

1.10. Fiscal year start month

Lumel EPM supports planning, budgeting, and forecasting for fiscal periods as well. You can set the start month of the fiscal year using this option.

Fiscal year start month is set to April

1.11. Show floating toolbar

When the main toolbar has been unpinned, you will still be able to apply cell-level formatting, show/hide cell values, and add comments using the floating toolbar. You can disable this option if you do not require the floating toolbar.

Showing floating toolbar

1.12. Diagnose

This option can be enabled if you wish to mask your data and generate random values when the data is being shared and security is a concern.

1.13. Allow native measure editing in read view

In general, users viewing the report in Reading view are restricted from editing.

Pop up error appears when allow native measure editing in read view toggle is disabled

But, editing is allowed when allow native measure editing in read view toggle is enabled.

Allowing users in edit mode to edit

1.14. Increase scroll thickness

You can increase the thickness of the horizontal and vertical scrollbars using by enabling this option.

Increasing the thickness of the scrollbars

1.15. Hide pinned base rows

Lumel EPM's pin rows feature enables you to tag important rows in your data at the top of your report. You can enable the Hide pinned base rows option to hide the actual row and retain only the pinned rows.

Retaining only pinned rows by hiding the actual rows

1.16. Scaling in measure header

When you choose the Uniform number format, the scaling information (whether the numbers are in hundreds, thousands, millions, etc.) is not displayed in the measure headers and is mentioned only in the report header.

To display the scaling factor in the measure headers when using uniform scaling you can enable the Scaling in Measure Header toggle.

Displaying scaling factors in the measure headers

1.17. Language

Lumel EPM supports English (the default language), German, French, and Spanish interfaces. You can choose one of the options. In the report below, all the menus, tabs, and options in Lumel EPM have been switched to French.

Switching language to French

1.18. Right to left

Reports with RTL support improve the user experience for readers of RTL languages, making it easier for them to navigate, understand, and interpret the information presented. When the right-to-left option is enabled:

• Data is arranged from right to left. Notice how the months are arranged from December to January.

• The row categories are displayed on the right-hand side.

• Toolbar options are arranged from right to left.

• Vertical scrollbar is also shifted towards left-hand side.

Showcasing right to left layout

1.19. Ignore NULLs on paste

Enabling this option prevents pasting null values into cells that already contain numerical values.

1.20. Selection border

You can optionally remove the border box that is rendered when a cell/column/row is selected. The border-box will not be displayed when the Selection Border toggle is disabled from display settings.

Selection border box is enabled

Selection border box is disabled

1.21. Custom Scroll

Custom scroll provides clickable scroll buttons on the end of the scroll bars.

Enabling custom scroll

1.22. Populate missing AC with FC

1.23. Populate missing FC with PL/PY

2. Status bar

2.1. Show status bar

You can show/hide the status bar with this option. If this option is enabled, the Status Panel Aggregation option becomes available.

Showing status bar

2.2. Status panel aggregation

The Status Panel Aggregation option allows you to show the aggregation such as sum, average, min, max, and count for the values selected in the visual. In the below example, you can see the sum, average, and count aggregation for the selected values/measure in the status bar.

A maximum of three aggregations is displayed in the status bar.

Showing aggregation in the status panel

3. Cell/row/column

3.1. Global error handling

Lumel EPM provides a global error handling setting that internally handles missing reference errors and converts the missing values to 0 when used in calculations.

Consider that you are deriving the standard deviation for beverages across EMEA and APAC regions.

Creating a calculated row

If EMEA data is not available, the calculation will still work seamlessly in the report without throwing errors.

Calculation works without errors when the setting is on

Notice how a missing reference error is displayed when the error handling setting is disabled.

Global error handling

3.2. Reorder rows across all category

3.3. Edit cell indicator

This option allows you to identify the edited/modified cell values in the visual. If you enable this option, the modified cell values are indicated by a pencil icon next to the corresponding values.

Showing indicator for edited cells

3.4. Indicate inserted rows

You can identify manually inserted rows by enabling this option. A pencil icon is displayed next to data input or calculated rows.

Showing indicator for inserted row

3.5. Show header indicators

3.6. Row label editor

This option allows you to identify if the original row labels are modified in the visual. If you enable this option, the modified row labels are indicated by an edit icon next to the corresponding label.

Showing indicator for modified row label

3.7. Common measure width

Changing the width of one column will change the width of all other columns accordingly when this option is enabled. If this option is disabled, the width of every single column can be changed individually. In the image below, the width of the February column alone is modified.

Common measure width is diabled.

3.8. Column reorder

When this toggle is enabled, you can reorder columns by selecting and dragging them to the required position.

Reordering columns with column reorder enabled

As soon as you disable the toggle, it reverts to its default position.

Columns reverted to default position with column reorder disabled

3.9. Column spacing

This option allows you to adjust the spacing between the columns. If this option is turned on, you can specify the required column spacing in the input field.

The minimum and maximum values of column spacing are 0 and 20 respectively.

Column spacing is set

3.10. Pin icon

You can select a custom icon for pinned rows and columns. Choose 'None' to remove the added pin icon.

Setting custom pin icon