Understanding the Format Option in Static Report Set

The Format option provides a range of options to format lines and data in the Report Set. Furthermore, it allows applying conditional row formatting. Click the Format icon to open a pane with different formatting tabs.

Line

• Style - Apply bold, italic, underline, or double underline. Additionally, select a font, font size, font color, and background color.

• Alignment & Indentation - Align the report content right, center, or left, with options to increase or decrease indents.

• Borders - Apply borders from a range of border types and select a border color.

• Miscellaneous - Apply the Insert Page Break and Hidden line settings to different components in the Report Set.

  • Header

  • Data

  • Header and data

  • Separate Header & data

These formatting settings are retained when a Dynamic Report is run with the Report Set.

Data

• Display As - Select the format for displaying data in the report. Available options include number, percent, or currency format.

• Currency Alignment - Define the alignment of the currency symbol with the data. Choose whether to include a space between the symbol and the data.

• Number Format

  • Decimal - Select the number of decimals to display in the Report Set data.

  • Negative Numbers - Choose how to display negative numbers in the Report Set data.

  • Reverse Sign - Select any of the following to change the value of the data:

    • Reverse Sign - Changes the value to positive or negative based on the actual sign.

    • Negative to Positive - Changes negative values to positive values.

    • Positive to Negative - Changes positive values to negative values.

    • None - Retains the value without changing its sign. This is the default value. This value can also be changed using the Reverse Sign column available in the grid. Selecting an option from the Reverse Sign column displays the same option in the Reverse Sign dropdown list.

  • Number Scale - Select how the number scale is displayed.

  • Display Thousand Separator - Select the check box to display the thousand separator, For example, 5,888 or 5888.

• Miscellaneous

  • Precedence - Select a row or column. This setting defines whether row or column formatting takes precedence in cases where both rows and columns have conflicting settings.

  • Variance - Select the required value from the drop-down list. This setting controls the sign of variance calculations. A value of -1 means that unfavorable variances (expenses exceeding the budget, for instance) appear as negative, while favorable variances are positive. A value of 1 reverses this behavior.

  • Solve Order - Enter the solve order value. This setting determines the calculation sequence when multiple formulas apply to the same cell.

Conditional

Conditional Formatting

• Add Condition - Click to add conditional formatting line to the Report Set.

• Reference Line - Select the reference line in the Report Set from the dropdown list or select a row in the Report Set.

• Condition N - Displays once you click Add Condition. N denotes condition number, for example, Condition 1, Condition 2.

• Condition Type - Define the condition. For example, if a row value is greater than zero, it appears green.

• Apply - Select to apply the condition to the Report Set row.

• Remove All - Select to remove all conditions from the Report Set.