How to: Use the Layout Panel and the Summary Shelf in Table Views

Quite often you will have tables with multiple dimensions and you can create different views of your table to suit the aspects of your data which you want to display.
Here is a table I created by importing a csv file

As you can see I have created dimensions for Customer Name, Product, Product Size and Sales Rep.
Lets say I want to analyse the Sales numbers.
I can move my dimensionalised measures to the axes and hide the other measures except for Sales

Lets make a Product focussed view of our Sales.
Of course you can always drag and drop your dimensions wherever you want them but the layout panel makes it very easy to achieve the orientation you require
To access it click on the display icon next to the table name
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As we want to focus on Products we can drag the Customer Name, Id, Product Size and Sales Rep dimensions to pages

I have made a second view to see our Sales by Sales Rep

We might be interested in viewing our Sales data for individual customers but decide that Product Size is really not relevant for us. The dimension does not have a total so its first member is showing on pages.
We also want to keep the Id dimension at summary level because we just want the total of all Sales transactions for any combination of our dimensions.
This is where the Summary shelf comes in. Dragging a dimension to the Summary shelf will aggregate its values whether or not it has any hierarchical structure. The dimension will no longer show in the table view - although you can always bring it back using this layout panel.
Now our two views look much tidier - and will synchronise when you choose an individual customer from either list

As a bonus, a dimension moved to the summary shelf will respect the summarize method used by any measures in the view


The Cumulative measure uses the Last Summarize method on the time dimension.
If I move Time to the Summary Shelf the table looks like this
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The option to place a dimension on the Summary Shelf is also available from the Move section of the Context menu.