New UX - Sep 17, 2019 What's New!

Regular Contributor

Level-based show

When creating custom views for your grids or charts you can now change what content is shown based on level. This enables you to quickly hide items in your lists to show rolled-up totals and summaries.

  • When working with lists, choose between details and summaries.
  • When working with composite lists, choose which specific levels of your list to show.
  • When working with line items, choose whether to show summary line items.


You can still further fine tune the data to show by picking specific items in your list.

New for the New UX: Level-based show on time!

Do you find yourself building grids of quarterly and end-of-year summary totals or charts of month-based data with quarters and totals hidden? Level-based show enables you to quickly hide months or rolled up summaries without rebuilding views and dashboard components!


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