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.

Table and measure layouts - Overview

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'.

Hierarchy layout

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.

Outline layout

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).

Table layout

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.

Stepped layout

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.

Drilldown layout

f. Tree

The tree layout helps you to customize the structure and display of your data.

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.

_{Customized Tree View Layout}

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

Measure Layout options

a. In rows

When you change this to 'In rows', the measures are displayed as shown below.

Measure in rows

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.

The hidden dimension is displayed under the Manage Rows in the Measure on Rows Layout.

b. In columns

When you change this to 'In columns', the measures are displayed above the column hierarchy categories.

Measure in columns