Understanding the Format Option in Static Report Set

Click the Format icon to open a pane for formatting grid lines and data and adding conditions like "equal to" or "not equal to."

Line

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

• Alignment & Indentation - Select to align right, center, or left. Select the right or left indent.

• Borders - Select border options and border color.

• Miscellaneous- Apply the following line settings to the Report Set:

  • Header

  • Data

  • Header and data

  • Separate Header & data

When running a Dynamic Report with the Report Set, the formatting is retained.

Data

• Display As - Select the format to display the data in the report. The options available are number, percent, or currency format.

• Currency Alignment - Use this option to define the alignment of the currency symbol with the data choosing either to include a space between the symbol and the data or no space.

• Number Format

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

  • Negative Numbers - Select how to view the 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.

The 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 drop-down list.

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

• Display the thousand separator - Select to display the thousand separator, For example, 5,888 or not 5888.

Miscellaneous

• Precedence - Select a row or column.

• Variance - Select the required value from the drop-down list.

• Solve Order - Enter the solve order value.

Conditional

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

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

• Condition 1 - Displays once you select the reference line and click Add.

• Condition - Select a condition from the drop-down list you want to apply. For example, if the row is more than zero, it will appear green.

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

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