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Using Custom Layouts to View Data in Product Explorer

How to use the Custom Layouts feature in Product Explorer to create specific views of the data

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Written by Ashok P

You can create Custom Layouts to view your data throughout SI's various interfaces. Custom layouts are specific to the interface where you create them.

For example, create a custom layout in the Product Explorer interface. You can't use that custom layout in Project Editor because Project Editor has different fields.

This article explains how to use custom layouts in Product Explorer. To learn how to use custom layouts in Project Editor, check out this article.

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Create a Custom Layout

The easiest way to create a custom layout is to rearrange and resize the columns in an existing layout and then click the Save As button in the Custom Layouts section of the ribbon.

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This opens the following interface, where you can name your custom layout, add or remove columns, and choose the column order and width.

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You can use the Sorting tab to set a particular sort order for columns.

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To group by columns, use the Group and Ungroup buttons.

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When a grouping has been set, your layout will default to this grouping.

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Once you save your custom layout, you can apply it anytime.

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Share Custom Layouts

There is an option to share a custom layout with all users.

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Manage Custom Layouts

Click Custom Layouts > Manage to edit the custom layouts.

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You can see the Manage Custom Layouts dialog. You can add, edit, and delete custom layouts.

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