About DataView Layouts

Once a basic DataView has been created, users who have access to them can rearrange and further organize the DataView display. You can perform these additional actions:

Columns can be moved or hidden.
Summaries of data can be created.
Data can be grouped and merged.
Retrieved data can be further filtered.
Custom columns can be created and treated like any other columns. These custom columns can include calculations that modify and manipulate the data so as to present additional values not available from just the original data source.

Use these actions to rearrange, reorganize, and manipulate the data that was retrieved.

After the information is organized and displayed as desired, the resulting presentation is considered a layout.

Generally, a layout is only available as long as the DataView is still open and not modified further. However, any particular layout can be saved and reused.

Furthermore, any given DataView can have virtually any number of layouts created from it, simply by using the techniques and practices already mentioned. This means that a single DataView can have multiple layouts and many uses.

Note: DataSearch layouts are the exception to this rule. You can save DataSearch layouts, but you can only have one layout per DataSearch Source.

Layouts created and saved by Vendor Developers have a scope of "Vendor" associated with them. Users who have Site Developer editing permissions can save layouts at the Site, Group, and/or User scope level. Individual users with DataViews access can normally only save layouts at their own user level.

Layouts can be copied and used as the basis for yet other layouts. For example, the copy of a layout might have additional custom columns added to created calculated values. This version of the layout might then have a scope of User assigned and be assigned to a single manager.