In this article:Layouts
Define report layouts
Layouts are different "views" on your data within the same report. Reports can contain multiple
Some common examples of layouts are:
- Sales by customer
- Sales by product group
- Sales by country
- Sales by month
You can also watch the tutorial
You can choose from over 30 different layout types. They fall into 6 main categories:
The default layout shows information grouped in sections with subtotals.
This layout shows aggregated multi-dimensional information which you can drill into.
This layout shows the development of givens item over a period of time, which is useful to
understand trends at a high level.
This layout includes all common graphs, such as column, bar, line, pie, donut, area, radar,
scatter, geo chart, gauge, bullet, scorecard, and timeline.
This layout shows data in a hierarchical structure using nested rectangles with relative
sizes. For example, revenue by region can be represented this way.
This layout shows in a hierarchical structure. For example, salary cost by department or
revenue by region can be represented this way.
Create a layout
Click on Define - Add layout. For each layout, you can enter a name and choose
whether or not copy the current layout:
You can edit a report layout by simply dragging fields into the various areas (watch the tutorial video):
This window enables you to change the report options and the fields
These are settings that determine the overall appearance of the report layout:
- Layout type - report, compact, sparklines, chart, treemap, diagram
- Chart type - column, column (stacked), column (with line), column (combi),
bar, bar (stacked), line, line (smooth), pie, pie (3D), donut, area, area (smooth), area
(stacked), radar, scatter, gauge, bullet, scorecard, geo chart, timeline
- Column totals - sum, average, variance, variance (-), or none
- Report totals - sum, average, result, result (-), or none
- Sort by - sort either on the descriptions in the row fields (if you select
multiple Row fields, these will all be included in the sort operation), or
on the values in the report
- Options - dependent on the selected layout type, you can enable the
- Totals first - show the column totals before the data columns
- Column delta - calculate the delta (difference) between subsequent column values
(converting cumulative column values to distinct values)
- Column cumul - calculate the cumulative totals from subsequent column values
(converting distinct column values to cumulative values)
- Fin subtotals - insert extra subtotals in Profit & Loss and Balance Sheet reports:
"Gross Profit", "Earnings before Interest & Tax", "Total Assets", and "Total Equity
& Liabilities". In all other reports, this option will be ignored
- Collapse - when generating a pivot report, collapse all rows
- Show grid - for charts, show horizontal grid lines
- Hide values - for charts, hide the values on the axis
- Reverse values - for charts, reverse the data values
- Labels for totals - you can optionally provide 1 or more labels for
the report totals, column totals, and subtotals. By default, the totals are given an
automated label based on the selected operation (e.g. Total, Average, Variance etc).
You can optionally specify a custom label. For example, instead of the default
"Total" you might want to show "Net result" as a report total. This field can
contain up to 6 labels (Report totals, Column totals, Subtotals, Fin subtotals 1-3),
separated by a comma, and they are all optional
- Zones - for the chart types "gauge", "bullet", and "scorecard",
you can optionally enter the % values for the 3 zones (green, orange, red), separated
by a comma (zones are used when comparing 2 value fields)
- Goals - for the chart types "gauge", "bullet", and "scorecard",
you can optionally enter the absolute value for target, and (optionally) the mininum and maximum
values, separated by a comma
You can choose from over 30 different layout types.
You can manually drag-and-drop any of the available fields into any of the report areas, and if
you no longer want a field in your report, you can simply drag it out again.
- Fields - this shows all fields that are available within this report.
- Filters - drag fields here that you want to use as dynamic filters. They
will be shown above the report with automatic lists of values. Whenever you select a
different filter value, the report will be immediately updated to reflect this.
- Rows - drag fields here that you want to lay out into rows. This is the
main dimension of your report. You can create a grouping in your report by dragging multiple
fields here, and move them into the desired order. For the standard layout type, you can
also indicate where you want subtotals.
- Columns - drag fields here that you want to lay out into columns. Usually,
these are fields that contain a period, date, or time. By including one or more fields into
columns, you can create two-dimensional reports.
- Values - drag fields here that you want to summarize on. Usually, these are
number or amount fields. Once you have dragged a field here, you can click on it to select
the color and the type of operation.
You can choose from these operations:
All operations are automatically calculated for all subtotal levels in the report.
- Sum - the sum of all values (non-numeric values are ignored).
- Count - the number of values that are not blank (values can be
numeric or text).
- Average - the average of all values (non-numeric values are
- Delta - the delta (difference) between the rows.
- Cumulative - the cumulative value for every row.
- % of total - the % that each value makes up of the report total
(non-numeric values are ignored). The report total is always 100%.
- Minimum - the smallest value (values can be numeric or text).
- Maximum - the largest value (values can be numeric or text).
You can also watch the tutorial
The chart types gauge, bullet, and scorecard have a different purpose from the other chart
types. Instead of showing series of data, their purpose is to show one single data point,
relative within a certain scale. For example, actual revenue as a % of budget revenue.
The recommended use is to calculate a percentage value in your report, and show that in
these chart types. By default, XLReporting assumes your value fits within a scale from 0% to
199%, using 3 default zones (at 70, 90, and 110) to color the chart:
- Red: <70%
- Orange: 70-90%
- Green: 90-110%
- Blue >110%
You can also define your own zones, entering the 3 % treshold values in the
Zones field, separated by a comma. For example: "50, 70, 90" sets the zones at
50%, 70%, and 90%.
By default, the colors red, orange, green, and blue assumes that the value is "the higher, the
better". For example, this applies to revenue. However, you can also reverse the zones, for
expense for example: "the lower, the better". To achieve this, you would enter "110, 90,
Using percentages enables you to compare different measures in a meaningful way, regardless of
their absolute size. However, you can also show absolute measurements by entering the appropriate
zones. For example "20000, 40000, 60000" sets 3 zones with absolute values.
For the chart types gauge, bullet, and scorecard you can also define absolute values for a
target, as well as a minimum and maximum value. For example "70000, 0, 90000" defines 70000 to
be the goal within a (minimum and maximum) scale between 0 and 90000.
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