Using Grid Actions in Dynamic Reports

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Article Summary

This article describes how to use Grid Actions in Dynamic Reports to format, sort, and control the layout of report data. It explains how to show or hide gridlines, freeze panes for better navigation, apply ascending or descending sorts, and restore the default sort order. The article also covers how to pivot rows and columns, display or hide headers, and resize column widths and row heights for improved readability and analysis. These tools help users customize Dynamic Reports for clearer data presentation and more efficient review.

eddy_summary: Learn how to use Grid Actions in Dynamic Reports, including sorting, pivoting, showing or hiding headers, and resizing rows and columns.
eddy_keywords: dynamic reports, grid actions, sorting, freeze panes, gridlines, pivot, resize columns, resize rows, report formatting, report headers, Planful reporting
eddy_intent: Informational
eddy_module: Reporting
eddy_synonyms:
grid actions = grid tools, formatting controls, report layout tools
dynamic reports = financial reports, reporting grids, structured reports
pivot = transpose, switch orientation
resize = adjust size, modify dimensions
eddy_questions:
- How do I sort data in a Dynamic Report?
- How do I pivot rows and columns in the grid?
- How can I resize column widths or row heights?
- How do I show or hide gridlines and headers?
- I'm making a row dimension. How do I make a row smaller?
- What happens when I save sort order in Dynamic Reports?

Grid

Show/Hide Gridlines

Select this option to show or hide the gridlines in the report.

Freeze Panes

Select this option for large reports for enhanced scrolling.

Sort Ascending

Select this option to sort a report in ascending order.

Sort Descending

Select this option to sort a report in descending order.

Default Sort Order

Select this option to sort the columns on the grid based on the member sequence selected while creating the Dynamic Report.

Note:

If you apply a sort order to a column and save the Dynamic Report, the selected sort order is retained when you navigate to another page or login to the application the next time.

Note:

When you apply a sort order and save the Dynamic Report, the sort order is retained in Report Collection and Financial Package Publisher.

Pivot

Pivot a column selection to row and a row selection to column.

Show/Hide Row Headers

Displays or hide the row headers.

Show/Hide Column Headers

Displays or hide the column headers.

Resize Column(s) Width

Resize and save the column width to prevent modification.

Default Column(s) Width

Reset the column width to the original setting when the report was created.

Resize Row(s) Height

Resize and save the row height to prevent modification.

Default Row(s) Height

Reset the row height to the original setting when the report was created.

In Practice : To resize the row height or column width

  1. Select the Resize Column(s) Width or Resize Row(s) Height from the Grid list box. A pop-up window is displayed.

  1. Update the width or height.

  1. Click Ok.

Additionally, you can drag and resize the row height or column width using the mouse.

Best Practices

  • Size of the column or row is specified in pixels.

  • Size applies to the entire row or column and cannot be changed by a cell.

  • Use shortcut keys CTRL or SHIFT to select multiple rows or columns and drag to resize them or use the toolbar menu option.

  • Use double-click to auto-fit the contents.

  • Set the size to 0 to hide a row or column. Use the Default Column(s) Width or Default Row(s) Height options from the Grid list box to reset the size.

  • Maximum size allowed is 999. By default, the row size is 20. The column size varies depending on the content.

  • Select the Show Row Headers or Show Column headers option from the Grid list box to use mouse for adjusting the size.

Limitations

  • Row height adjustments are not supported for header or footer rows.

  • When you drill down on a rollup member, row height adjustments are retained with the row where it was originally applied and does not automatically move with the member on the row.

  • Size cannot be copied from one row or column to another.