Properties

Properties specific to worksheets are describe below. For a complete list of configuration options available when creating or editing a worksheet, also review the Generic Views Properties, which apply to all view types.

Data

Groups

Option	Description
Page break for PDF export	Insert page breaks between groups when exporting to PDF. Each group starts on a new page, creating a cleaner and more organized exported document. When to use: Separating each group onto its own PDF page. Improving readability for printed or shared reports. Distinguishing groups in large datasets.
Expand	Control how grouped data appears in a worksheet. You can automatically expand all groups to a certain detail level or collapse them when the view loads. When to use: Showing summary data by default. Allowing users to drill down as needed. Streamlining navigation to focus on relevant detail. Retaining group expansion in Excel exports.

Columns

Option	Description
Column Group Heading	Set a custom display name for a grouped column header. Use this to show a user-friendly or business-relevant label instead of the default from the data model.
Column Heading	Change the display name of the column. Override the data model name to improve clarity or presentation.
Conditional Formatting	Apply formatting rules to the selected column based on different conditions.

Pivots

The Forcing values feature lets you specify which dimension values must always appear in the pivot—such as all months, product lines, or regions—even if there are no records for some values in the current data. This ensures your reports remain consistent, making comparisons easier and preventing missing or inconsistent columns when some data is absent.

Forced values appear in the order set by the Sort Order for each dimension.

When to use forcing values

• Maintaining report consistency: Keep the pivot layout the same, regardless of filtered data.
• Preventing missing columns: Always show every category, even if there are no records (for example, displaying February even if there were no sales).
• Simplifying comparison: Make it easy to compare across all categories or periods and spot true gaps, not missing data.
• Improving visual alignment: Avoid shifting columns or rows in reports and dashboards.

➤ Example – Forcing values for a pivoted dimension
Expand the dimension and enter the specific values you want to display. For example,

• To display a year for a Year pivot, enter 2017
• To display month values for a specific year in a double pivot (Year, Month), enter 1;2;3
• To display a month for another year in addition to the months above, enter 1;2;3;1[2018]
• To display a description in the column for the second month of a specific year, enter 2|Your description

Design

Worksheet Style

Custom Layout

Option	Description
Split Groups Description	Add a separate column for each group description. Useful when exporting to Excel to ensure group codes and descriptions appear in distinct columns.
Freeze Group Column	Keep the group column fixed and visible when scrolling horizontally. Maintain context in wide tables.
Show Total Front	(Pivot only) Display the total column before the pivoted values. Helpful for quick reference when you want totals at the beginning.
Alter Pivot	(Pivot only) Change the layout of pivoted values and measures. Repeat pivot values for each measure to improve readability in some report formats.
Border	Add an outer border to the worksheet for clearer visual separation. Useful for presentations or exports.
Fit Group to Content	Automatically size grouped columns to match their content. Use when group labels are cut off or need more space. Not available if Split Groups Description is enabled.
Fit Grid to Container	Automatically size all columns to fit the worksheet’s container. Ideal for responsive layouts.
Fit All	Scale the worksheet to fit within the screen so all data is visible without horizontal scrolling.

Group Conditional Formatting

The Group Conditional Formatting button opens a dialog where you can apply formatting rules to groups based on various conditions.

Column Header

Properties

When the Properties section is enabled, the column header is shown in the worksheet and several options become available for customizing its appearance. You can hide the column header to simplify the display or focus on content.

Option	Description
Group Description	Add a custom label or description for a group header. Select the translation icon to add labels for different languages—ideal for multilingual environments.
Font Color	Change the text color of the header. Use the color picker and select Apply, or enter a HEX code manually. Useful for matching your organization's theme or highlighting specific headers.
Background Color	Set the header background color to improve visibility or match branding requirements. Use the color picker and select Apply, or enter a HEX code manually.
Bold	Apply bold styling to the header text to make it stand out.
Italic	Apply italic styling to the header text for emphasis or variety.
Underline	Underline the header text to emphasize headers or match a document style.

Border

Show or hide the borders in the header area when enabled. Use this to improve visual clarity or remove unnecessary lines.

Grid Content

Grid

Option	Description
Font Color	Change the text color of grid content to improve readability or match your formatting preferences. Use the color picker and select Apply, or enter a HEX code manually.

Border

Option	Description
Vertical Line	Show vertical grid lines between columns for better readability and clearer column separation.
Horizontal Line	Show horizontal grid lines between rows to visually separate each row for easier analysis.

Level Colors

Apply different background colors to up to six grouping levels in the worksheet. The final color is used for data rows and for any group levels beyond five. This helps you visually distinguish group hierarchies.

Image Height

Adjust row height based on the size of images from the image field. This ensures each image is fully visible within its row.

Total Row

Properties

When the Properties section is enabled, the total row appears in the worksheet and and several options become available for customizing the appearance of the total row.

Option	Description
Description	Add a custom label or description to the total row, such as Grand Total or Summary.
Alignment	Set the alignment of total row content: left, center, or right. Default is right.
Bottom / Top	Choose the position of the total row—display at the bottom or above the content.
Bold	Make the total row text bold to emphasize totals.
Italic	Italicize the total row text for emphasis or style.
Underline	Underline the total row text to highlight key figures.
Font Color	Change the text color in the total row to match your theme or highlight totals.

Background Color

Set the background color for the total row to help it stand out or match your layout.

Border

Option	Description
Horizontal Border	Show or hide the horizontal borders around the total row.
Vertical Border	Show or hide the vertical borders within the total row.
Horizontal Thickness	Adjusts the thickness of horizontal borders if enabled.
Vertical Thickness	Adjusts the thickness of vertical borders if enabled.