Customize the layout of your Views

Use the Layout tab in Pigment to choose between two grid display modes (Tabular and Tree) and set the Totals position in the grid. When you choose the type of grid you want, you can customize it to make it more user-friendly. Below is guidance on the Layout tab and its sections.

Grid

In Tabular mode, Dimensions in rows are displayed in separate columns.

• Row height. The Row height option controls the size of rows within a grid. If a Metric is using a data type of Text and the row height is Large or Extra Large, the text in the cell is wrapped into multiple lines. These are the sizes of the row height options:

  Size	Pixels
  Extra Small	20
  Small	28
  Medium	44
  Large	58
  Extra Large	108

• Show row headers. When in Tabular mode, you can toggle on and off the row headers. These headers display the name of the Blocks that are pivoted into rows. When Metrics are in rows, it says Metrics and not the name of the Metric.

• Header height and text wrap. To adjust header height, drag and drop the header divider to the desired height. When the header is large enough for two lines of text to fit, text wrapping is automatically applied.

• Densify headers. Save space when a Table's View contains Metrics that share different sets of Dimensions:

  • With the option switched off, the Table's View displays the Dimensions one after the other, showing a Total header in case the Dimension selected in the Configure panel is not defined on the Metric.

  • With the option switched on, the Table's View tries to make the row headers as compact as possible, fitting them on the same column. For example, if your Table contains four Dimensions but each Metric needs only two, the Table layout only displays two row headers instead of four.

  ℹ️ Note

  With the option switched on, there are a few cases when swapping two Dimensions in the Configure panel is ineffective. This happens when there is no better way to accommodate the layout given the other Dimensions in the Table's View. If you do need those Dimensions swapped, switch the option off.

• Limit to first 1,000 rows. For large datasets, use this to display only the first 1,000 rows of data, accelerating render time and improving user experience. This option is compatible with sorting, filtering and page selection, and is available in the following conditions:

  • The View contains only Metrics in columns.

  • The View does not have subtotals.

  • Expand/Collapse (see below) is toggled off.

  • Hide empty rows and columns is selected.

Gridlines

Hide or display the horizontal and vertical gridlines depending on your data visualization requirements.

Totals

You can choose where totals appear in your View. By default, totals appear after or below their component parts. Change this by toggling on Show totals on first column or row.

In Tree mode:

• Dimensions in rows are displayed within the same column, one below the other.

• Show totals on first row is toggled on by default.

Expand/Collapse

The Expand/Collapse options let Members show or hide groups of data in grids. This supports exploration of specific levels of information while keeping the overall View organized.

The + and - controls can be enabled with the Display buttons to expand/collapse rows and Display buttons to expand/collapse columns options in the layout panel. In Tree views, expand/collapse controls on rows are always visible.

ℹ️ Note

Members interactions with the grid such as expanding or collapsing certain elements are read-only and do not impact the grid visibility for other Members. The changes can be saved at the View level to configure a new default visibility for all Members.

To change an individual Item’s visibility:

• Select the plus symbol (+) or minus symbol (-) next to a parent item to show/hide its children or right-select a row or column header, then under Collapse or Expand, select Row or Column.

To bulk expand or collapse Items, right-select a row or column header, then under Collapse or Expand select:

• All rows of (Dimension Item) or All columns of (Dimension Item). Expand/Collapse all Rows of the Dimension Item to apply the same state across that level. For example, if you collapse all Items in EMEA to display only Countries such as France, Spain, then any new Items such as Germany will be collapsed by default.

• All Rows or All Columns. Expand or collapse the entire grid to apply the visibility state globally to all rows or columns. For example, collapsing the entire grid shows only high-level categories, such as Region, so that only parent Items like EMEA or AMER are visible, while their child Items remain hidden.

How to configure expansion states

You can configure and save the default visibility of Items in the grid, so the View always opens in a predefined way for Members.

Each Dimension Item has an expansion state: it is either expanded or collapsed. Items that have children can also define whether their child Items are expanded or collapsed by default.

Let’s take the following hierarchy as an example. By default, new grids open fully expanded when first created. Any new child Items added will be automatically expanded. For example, adding Germany will automatically expand it to reveal its child Items, in this instance, Berlin is revealed.

You can change the default expansion state of child Items with Collapse or Expand > All rows of (Dimension Item). In our base example, we collapse All rows of EMEA, and then add Germany > Berlin. This is the result: