Format Manager

Apply formatting options and lock cells. For example, display reports in various amount formats (such as thousands, millions, and billions). Select a cell or range of cells and click Format Manager to launch the Format Manager dialog page.

A description of each of the fields on the Format Manager dialog page is provided below:

• Locked - Select Yes to lock a selected cell or cell range to prevent modification. For example, you want users to input only certain portions of report data.
• Amount Format - Select to format numeric cells in Tens, Hundreds, Thousands, or Millions. Amount Format applies to reporting only.
• View/Select Range - Change the cell or cell range applied for the format you are changing.
  
• Update- Apply Format Manager selections to the cell or cell range selected. Save the report and then run it to display the selected cells in the appropriate format.
  Note:

  Locked and Amount Format properties are applied for reporting purposes only. When a report with locked and formatted cells is run, you will not be able to modify the data in these cells.

Locking and Unlocking Cells in a Report

You can lock data cells in a report to prevent modification by users. For example, you want users to input only certain portions of report data.

How to Lock Cells in a Report?

1. In SpotlightXL, go to Report > Design.
2. Select the data cells, then click Format Manager from the menu ribbon.
3. Specify Yes for Locked, and then click Update.
4. Alternatively, you can click the cell selector icon to specify the range of cells to lock.
5. Select the cells, then click the icon to Set as the New Range.
6. In the Format Manager box, click Update.

Applying Scale to Numbers

You can use scaling in SpotlightXL to see numeric values in the tens, hundreds, thousands, and so on. Displaying numbers in a smaller form can make a report appear cleaner and easier to understand. For example, on the Report Design page for the Annual Sales Revenue report, the Thousands scaling Amount Format is applied and then saved.

When you run the report, numbers are divided by 1000 and displayed in the worksheet. The source data is not changed.

Save / Save As

The Save option allows you to save the report. When you select 'Save As' from the Report Design page, all Report Properties are reset to default settings except for 'Created' and 'Modified' properties. Update the Report Properties accordingly and define group access for the new report. The 'Created On' and 'Created By' fields are automatically updated by the system based on the user initiating the 'Save As' action, while the 'Modified On' and 'Modified By' fields remain blank until modifications are made to the report.

If 'Save As' is chosen from the Report Design Properties page, most Report Properties, such as Design Manager, Format Manager, and Point of View (POV) settings, will remain the same as in the source report, except for group access and the 'Created' and 'Modified' properties.

How to Perform Save As for a Report in SpotlightXL with Default Selections?

1. Go to Report >Design.
2. Select Save As.
3. Enter a name for the report and select Save.