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View Organizer

The View Organizer controls the structure and layout of a view. It gives you the tools to manage which fields are shown, how they are organized, and how the data is displayed.

Main sections of the View Organizer​

The View Organizer is divided into three main areas, each responsible for structuring a different part of the view:

  • Groups/Categories: Define the fields that organize and group data along the rows. These fields determine the main breakdown or categorization in the view.
  • Pivots: Define the fields that calculate and summarize data.
  • Columns/Series: Define the fields that organize data across columns. These fields are often used to compare or break down data across different series.

Types of fields in the View Organizer​

Type of FieldDescription
DimensionFields used to segment and analyze numerical data (measures). Typically answer Who, What, When, Where, or How.
MeasureNumerical values used in calculations, aggregations, and other mathematical operations.
DescriptionFields that provide extra context for dimensions to improve understanding.

What to do in the View Organizer​

  • Add and arrange fields: Drag and drop fields into the Groups/Categories, Columns/Series, or Pivots sections. The order of the fields determines how the data is structured and displayed in the view.
  • Group/Category and Pivot fields: Fields can be arranged as Group/Category or pivot fields to create a more meaningful and organized layout. Using Group/Category lets you bring related data together, while pivoting transforms rows into columns for better comparison.
  • Access additional field options: Right-clicking a field within the View Organizer provides quick access to additional configuration options, allowing you to customize the view without navigating away from the organizer.

Manage fields in a view​

Add fields to a view​

You can add fields to your view using either the Dimensions and Measures menu or the Properties menu.

Using the Dimensions and Measures menu​

  1. In the Toolbar panel, select the Dimensions and Measures icon.
  2. Search for the fields you want to analyze.
  3. Drag a field into one of the available sections in the view.
  4. The view updates automatically.
tip

To add multiple fields at once, hold Ctrl and/or Shift while selecting them.

Using the Properties menu​

  1. In the Toolbar panel, select Chart Properties or Worksheet Properties, depending on the view type.
  2. Expand the section where you want to add the fields.
  3. Search for the fields you want to analyze.
  4. Select one or more fields.
  5. Click Add.
  6. The view updates automatically.

Move fields in a view​

You can rearrange fields in your view using either the View Organizer or the Properties menu.

Using the View Organizer​

  1. Select and hold the field you want to move.
  2. Drag the field to the desired position or section.
  3. The view updates automatically.

Using the Properties menu​

  1. In the Toolbar panel, select Chart Properties or Worksheet Properties, depending on the view type.
  2. Expand the section containing the field you want to move.
  3. Select and drag the field to the desired position or section.
  4. The view updates automatically.

Remove fields from a view​

You can remove fields from your view using either the View Organizer or the Properties menu.

Using the View Organizer​

  1. Hover over the field you want to remove.
  2. Select the X icon that appears next to the field.
  3. The view updates automatically.

Using the Properties menu​

  1. In the Toolbar panel, select Chart Properties or Worksheet Properties, depending on the view type.
  2. Expand the section containing the field you want to remove.
  3. Select the checkbox next to the field.
  4. Click the trash icon.
  5. The view updates automatically.

Update fields without refreshing a view​

By default, every change you make to the view triggers an immediate refresh. To delay the refresh until all changes are made, use Defer Refresh Data. This lets you adjust multiple fields first, then refresh the view when you're ready.

  1. In the Toolbar panel, click Defer Refresh Data.
    A message appears: Defer Refresh Data: Some functionalities have been disabled.
  2. Make the necessary changes to the fields.
  3. When you're done, click Defer Refresh Data again.
  4. The view refreshes to reflect your updates.