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Snippets Design Pane: Layout

The Layout section provides a visual representation of the current configuration of rows, columns, and filters in the snippet.

Fields that have been moved from the Fields section will appear in their respective section within the layout, accompanied by their properties.

AActions that can be performed within the Layout section include:

  • Select Members: Allows users to select members for the fields, similar to the Excel add-in. Users are provided with options like multiselect, enabling subtotals and user selection, and displaying parents after children.

  • Delete: Remove a field from the layout by clicking the delete icon.

  • Move Up or Down: Change the order of fields within the layout.

  • Move to Rows/Columns/Filters: Reassign a field to a different section in the layout. These options can be accessed by clicking the ellipsis.

  • Preferences: Users can edit, reorder, and reset preferences for both rows and columns, similar to Excel.

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