Layouts are different "views" on your data within the same report. Reports can contain multiple layouts.
Some common examples of layouts are:
You can also watch the instruction videos.
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 various KPI types.
This layout shows data on a map of the world or by region.
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.
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:
This window enables you to change the report options and the fields position:
These are settings that determine the overall appearance of the report layout:
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.
The chart types gauge, bullet, and scorecard have a different purpose than 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:
You can also define your own zones and scale, entering the 5 values in the Zones and scale field, separated by a comma. For example: "50, 70, 90, 20, 120" sets the zones at 50%, 70%, and 90%, with a scale between 20% and 120%
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 "90, 70, 70, 20, 120".
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 and scale. For example "20000, 40000, 50000, 0, 90000" sets 3 zones with absolute values on a scale between 0 and 90000. The value that you are showing should fit within that scale.
Finally, the bullet chart type has an optional marker, the "goal" that you can compare your value against. If you want to show that marker, you need to enter the goal. For example "20000, 40000, 50000, 0, 90000, 70000" defines 70000 to be the goal.