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To create a custom view, select Clear View from the View drop down and click Load.
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The report type initially selected determines the data fields available for selection. Drag fields from the All Fields list and drop them into either Report Filters, Rows, Columns or Values.
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Click on the sigma icon to select the aggregation for values fields.
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Click Add Calculated Value to define a calculated value.
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Calculated Value now appears in the Values area and at the bottom of the Field List.
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Initially the report is presented in a Compact form, with all row fields in the first column. This can be amended to either Classic form (each row field in a separate column) or Flat form (no grouping) by opening the Options dialogue. The display of totals can also be defined here.
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Classic form, no totals:
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Flat form, no totals
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Format gives the option to format the cell and apply conditional formatting.
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Once complete, the custom View can be saved for future use.
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Once saved, the View appears in the View drop down.
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