Using SpotlightXL-Reports Additional Features
  • 2 Minutes to read
  • Dark
    Light
  • PDF

Using SpotlightXL-Reports Additional Features

  • Dark
    Light
  • PDF

Article summary

There are additional functionalities available in the Reports section. See below for examples:

Function Support

The following functions are supported in SpotlightXL:

  • Arithmetic Operators: + - / *
  • Logical Operators used with IF function: = <> < <= > <=
  • Functions: IF/THEN, AND, OR, ROUND, FLOOR, CEILING, LN, ISBLANK, ABS, SQRT, POWER, MOD
Note:
All function and operator syntax is similar to Excel syntax.

Negative Amounts in Reports

Dynamic Planning supports native Microsoft Excel negative number selections. In Report Design mode, select the report, right-click, and select Format Cells as shown below.

ModelingImages401to450image435.png

When the Format Cells dialog page is displayed, select the Number tab and then select the Number or Currency Category as shown below.

ModelingImages401to450image436.png

Select a negative number format and click OK. Save the report in SpotlightXL.

Note:
Displaying negative numbers in black versus red and with/without parenthesis is supported for Number and Currency formats.

Repeat Headers Across Multiple Pages

Repeating headers across printed pages allows you to see the column and row headers when a report exceeds the width and height of the page. You can select to repeat the top row(s) and the leftmost column(s) of a report.

How to Repeat Headers Across Multiple Pages?

  1. In SpotlightXL, go to the Report > Design, and select a desired report.
  2. Select Page Layout, Print Titles, and Sheet.
  3. Select Rows to repeat at the top and Columns to repeat at the left as shown below.
  4. Select SpotlightXL and save to retain the changes in SpotlightXL.

ModelingImages401to450image428.png

Note:
There is no visual indicator that displays the rows or columns repeated at print time.

You can repeat rows, columns, or both. Reviewer users cannot change the Repeat setting. Page break settings are saved with the report definition. That means each user that runs the report will have these settings applied when printing.

How to Use Multi-tab Reporting?

Multi-tab reporting allows you to open multiple tabs with different reports.

  1. To open multiple tabs with different reports in SpotlightXL, select Report > Run.
  2. Select the report from the Report list box.
  3. Add another tab by clicking the icon to the right of the tabs.
  4. Select Report >Run, then select another report from the Report list box. The tab name will be updated with the report name.

To display the same report in multiple tabs, perform the same steps above, but select the same report from the Report list box.

Note:
For all tabs other than Report, the tab name defaults to the Report Name when opened. If the name exceeds 31 characters, it is truncated based on native Excel functionality. Also, Excel does not support all characters for tab names. Unsupported characters in the Report Name are replaced with an underscore. For example, if the report name is Test*1, it will be changed to Test_1 in the tab. For more information on unsupported characters, see http://answers.microsoft.com/en-us/office/forum/office_2013_release-customize/characters-not-allowed-in-sheet-names/ccab0b53-152a-4757-8903-751c6aacad11?auth=1. The report name in Dynamic Planning will not change. Identical report names are appended with a number in parenthesis.

You can save your workbook with multiple tabs displaying and use this as a starting point for future analysis and reporting with updated data. Open the workbook and update all open reports by selecting the Refresh All Open Reports option shown below. In addition, you can update each report individually by selecting the Refresh option on each tab, if desired.

ModelingImagesReportimage397.png

Note:
If the design of a report has changed since the last time that a user refreshes the saved workbook, the user will need to open the report again. The Refresh and Refresh All options only update the data associated with the saved report tabs.

Was this article helpful?