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Grid View

The grid view is the default visualization option for displaying data which presents the information in a matrix. You can resize the width of a column in the grid just by clicking on the grid header, which will highlight the column in the grid, and then dragging the resize handle in the column header. Slide it left or right to modify the column’s width.

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You can adjust the size of your font by going to Style under Grid Settings and choosing a different size; the default size is Small. The Medium size will increase the size by 2px, whereas Large will increase by 4px.

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You can also set the first column to be in a fixed position by sliding the First column fixed switch under Grid Settings. This is particularly useful when working with many columns.

Note

Note: The grid view is suitable in a dashboard when the number of rows and columns is less than 10. When you’re dealing with small amounts of data, the preferred approach may be to "just show the numbers".

Column Sorting in View Mode

The grid view allows you to change the sorting of your columns (ascending or descending) in view mode and edit mode . You can do so by tapping the arrows icon next to the column name.

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You can apply more than one sorting criteria; you will see small number icons appear next to the existing column headers. The direction of the arrow will help you determine whether you applied ascending or descending sorting in previous columns.

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You can also choose to remove any existing sorting options you have entered with the "None" or "Clear All" options. If any other sorting options remain, the order in which they will be applied will be determined by the number next to the column header.

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Ad-Hoc Hierarchies

ReportPlus automatically creates a hierarchy for date fields with a Year-Month-Date structure. The ad-hoc hierarchy feature allows you to hierarchically analyze the data in grid visualization, allowing ReportPlus to create a new hiearchy with the fields located in the Rows area of the pivot table.

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This feature applies to plain data sources (for example, SQL tables, Excel spreadsheets or CSV files) and not multidimensional data sources like Analysis Services. For those cases, the hierarchies are defined on the server side, and ReportPlus supports the expand and drill operations.

Enabling Ad-Hoc Hierarchies

To enable ad-hoc hierarchies, just drag two or more fields into the Rows placeholder of the pivot table. Once you have done so, you will see a Hierarchy option appear next to the Rows placeholder in the pivot table. It will be disabled by default; toggle it in order to enable the hierarchies.

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When you set this up, the structure and behavior of the data table will change. As seen in the screenshot above, a single column will replace the multiple columns specified under "Number of Fields". In the grid visualization, the column’s title will be updated with the names of the fields you have chosen to include in your hierarchy. In addition to drilling up and down, you can now expand each Department to show the FullName for your employees in the example presented in the screenshot.

Conditional Formatting

The grid view, among other views, allows you to provide different formatting of the cell depending on the values found in a numeric column. For instance, values in the lower 50% range of a grid can be colored with a red adorner to signal a problem.

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Enabling Conditional Formatting

To enable conditional formatting on a numeric column, tap the column item on the fields list to prompt the column settings dialog. If the grid view is selected, and the column data type is numeric, the conditional formatting configuration is shown but is initially disabled.

The conditional formatting configuration allows you to establish styling rules per ranges of data up to three ranges (typically used for styling, upper, middle, and lower ranges). Depending on the nature of the information, low values might be a good or bad signal, so you have the flexibility to configure the styling in the way that makes the most sense in your situation.

Styling options in conditional formatting include setting the adorner color as well as the marker icons, which come from a pre-configured set that ships with ReportPlus. You can also specify the fill color of the marker icons by navigating to the Band Configuration section and specifying a color.