Use the Nest view feature to add dimensions as levels in the grid. This alternative view makes the data easier to interpret, as you can review the contribution of different items within the overall results. It also allows you to create reports in which you define the hierarchy of the displayed data.
The data is initially displayed at the highest level, which you can then expand to view the lower level of detail. In the Nest view box, a blue bar on a dimension indicates the data for that level is currently visible in the grid. So, for example, before you expand a level, you’ll only see the data in the top-level dimension. When you expand one row, a partial blue bar displays on the corresponding dimension, indicating that some of that data is visible in the grid, as illustrated in the image below.
The great thing about this feature in Flexible Variance mode is that the Nest view box and its contents behave just like any other dimension. You can quickly switch between a dimension view or your nested view without having to add the dimensions each time.
When in the nest view, the grid changes appearance slightly to allow for expand/collapse movement, but the usual tools and functions remain available. For example, you can change the mode, period, and other items in the grid, and sort the data.
Create a nested view
Drag and drop at least two dimensions (maximum of six) into the box. The grid will update automatically. You can then expand the levels to view the lower-level data:
Click the Expand/Collapse All button in the top left of the grid to expand/collapse all rows to the next level, then click it again to expand/collapse all rows to the subsequent level and so on.
Click the Expand/Collapse button of a particular row to expand that level.
Watch this screen recording for a demonstration:
Change your nested view
Add, remove, or reorder dimensions to customize your nest view.
The order in which the dimensions are displayed in the Nest view box determines how the levels are organized in the grid. To reorder the levels, click the Move button on a dimension in the box, then drag it above or below the other dimension(s) to the new position.
You can have a maximum of six dimension levels. To add another level, drag a new dimension into the Nest view box.
To remove a level, click the X button on the dimension in the Nest view box.
Watch this screen recording for a demonstration:
Change the properties in the nest view
Properties (information) for the selected dimensions are displayed as columns in the grid. By default, the Code and Name property columns display. You can't turn off the Code property because it’s required to link the nested rows together correctly. However, you can turn on/off other properties to determine the information that is displayed in the grid.
Continuing with the example above, where six properties display (Code and Name for each of the three dimensions), suppose you also want to view the stock level for each product. You add the Stock on Hand property to the grid. See Change the properties for more information.
Resize columns
You can change the width and position of the columns in the nested grid, so you can view all the important information, in the optimal position.
Resize columns - Hover over the column header to display the blue resize icon, then click and drag that icon to resize the column. The new column size persists after you refresh of data.
Focus on a row
You can focus on one or more top-level dimension row(s).
Exit out of the nested grid
When you’re finished with your nested view, click another dimension to return to the summary level data. The Nest view box and its contents behave just like any other dimension. You can quickly switch between a dimension view or your nested view without having to add the dimensions each time.