Layout options
Lumel EPM offers two major types of layout options - Table layouts and Measure layouts. Each of these comes with its own set of variations and can be used together in a single layout.
The Table Layout lets you determine how categories in rows need to be displayed.
The Measure Layouts give you flexibility specifically with respect to how measures are displayed.
1. Table layouts
a. Hierarchy
By default, Lumel EPM delivers data in a hierarchical, expand/collapse-enabled format.
When you select the Layout item from the menu, you will notice the selection defaulted to 'Hierarchy'.
Changing this selection helps you modify the report layouts to the other types listed below.
b. Outline
The outline layout shows the row categories in individual columns.
By default, the 'ruler' is also enabled for this layout. The ruler is used to resize rows and columns easily, as you do in spreadsheets, and to select a specific column. You can hide the ruler by deselecting the ruler icon on the toolbar.
c. Table
The table option shows categories in a tabular format, without any expand-collapse hierarchies for rows. Note that the hierarchy expand/collapse option is available for columns (Year-Quarter-Month).
d. Stepped
The stepped layout is similar to the outline layout in that each category is listed in a column. The difference is in the availability of a separate total row for each branch of the hierarchy.
e. Drilldown
The drill-down layout lets you explore one branch at a time in the hierarchy. This is also an ideal option when you have a huge volume of rows.
f. Tree
The tree layout helps you to customize the structure and display of your data, also helps you to visualize absolute and relative variances between the compared measures.
Go to Home > Layout > Tree. In the Configure Tree View pop-up select your baseline and Comparison measures and save.
Configure Tree View pop-up.
After configuring the Tree View, click Save. The Tree View Option and its ribbon are added to the toolbar, which helps you in customizing your Tree view.
In the image below, we have COGS as the baseline compared with Gross Margin for all the quarters from the year 2023 to 2025.
Customized Tree View Layout
In the Tree View ribbon, we have various options to customise the tree layout. They are
Timeline: You can select the timeline ranges for comparison between the measures.
Quick Format: Lets you select the number scaling format.
Baseline: Select your baseline measure.
Comparison: Select the measure to be compared to the baseline.
KPI: Select your Key Performance Indicators Measures.
Create Scenario: You can easily create scenarios and simulate them. Click Scenario to know more about it.
Compare Scenario: Various scenarios created can be compared. Click Compare Scenarios to know more about it.
Display Settings: Under Display Settings, we have options to customize the tree layout's display.
Node Customization: We can preview and customise the node scope, style, and components here.
Under the Custom Node style, we can select the scope of the node
Global: The Custom settings are applied to the entire report.
Level: The custom settings are applied only to the particular level.
Node: The custom settings are applied only to the particular node.
You can also do customisations by clicking on the pencil icon in the report. Each element in the tree layout can be customised to suit your needs.
Level configuration: Here, node-level customization can be done.
Appearance: Font color, main color, background color, and conditional formatting can be done.
2. Measure layouts
The default Measure layout is used in all the Table layouts listed above. You have two measure layout options. They are
In Rows.
In Columns.
The image below shows the various measure layout options
a. In rows
When you change this to 'In rows', the measures are displayed as shown below.
To re-order rows while using the Measure in rows layout, you can click on the row gripper and drag the rows to be re-ordered. Click on the gripper and drag and drop the measures as desired.
You can view the hidden row dimension under the 'Manage Rows' options in your 'Measure on Rows layout'. You can unhide the row dimension by checking the box.
b. In columns
When you change this to 'In columns', the measures are displayed above the column hierarchy categories.
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