Strategy One

Format Panel for Reports

Access

  1. Open the Workstation window.

  2. In the Navigation pane, click Reports.

  3. Double-click the report to format.

  4. The Editor, Filter, and Format panels are stacked together by default. Click Format to open it.

  5. If the Format panel is not available, from the View menu, select Format Panel.

  6. Select one of the following tabs on the Format panel:

    • Grid Options to format the high-level layout and appearance

    • Text and Form to customize the fonts and cells displayed in various areas on the grid

Grid Options

Template Select the template style and color.

Layout Select options for banding, outline, row headers, and column headers including:

  • Enable Banding: Select this check box to apply alternating colors to rows in the grid to increase readability.

  • Enable Outline: Select this check box to enable outline mode, which makes grids easier to analyze. In outline mode, click the or icons to expand and collapse attributes and display more or less detail. You can also expand or collapse an entire level by clicking the attribute header.

    • If outline mode is enabled, select Compact or Standard from the Outline Layout drop-down list.

  • Row Headers: Enable to display row headers on the grid. If they are enabled, you can:

    • Merge Repetitive Cells: Combine adjacent rows that contain the same value into a single, larger cell. This makes the grid more readable by removing redundant information and grouping related data.

    • Lock Headers: Locked headers do not move when you scroll the grid side to side. This makes it easy to identify the data in each row by keeping the context.

  • Column Headers: Enable to display column headers on the grid. If they are enabled, you can:

    • Merge Repetitive Cells: Combine adjacent columns that contain the same value into a single, larger cell. This makes the grid more readable by removing redundant information and grouping related data.

    • Lock Headers: Locked headers do not move when you scroll the grid up and down. This makes it easy to identify the data in each column by keeping the context.

Spacing Select options for cell padding, column size, and row size including:

  • Cell Padding: Display a Small, Medium, or Large amount of padding in the grid cells.

  • You can manually adjust the padding for the Top, Right, Bottom, and Left margins of the cells. This provides more granular control than the standardized Cell Padding options.

  • Column Size : Select one of the following options:

    • Fit to Container: Expand the columns to fit the available space in the grid container. This is the default option.

    • Fit to Content: Size the grid columns to fit the data within the column.

    • Fixed: Display columns using a fixed width. From the next drop-down list, select the column to adjust, or select All Columns to adjust all columns to the same width. Type the width of the column, noting the unit of measurement (which you can adjust in the user preferences).

    Row Size: Select one of the following options:

    • Fit to Content: Size the height of the rows to fit the data. This is the default option.

    • Fixed: Display rows using a fixed height. In the All Row Height box, type the row height, noting the unit of measurement.

Text and Form

You can define the font, text wrapping, cell fill, and cell borders of:

  • The entire grid (All)

  • Both Axes

  • Rows

  • Columns

  • All Metrics

  • A specific row

  • A specific metric

After you select one of the options above, select the area to format:

  • All

  • Headers

  • Values

  • Subtotal Headers (not available for All Metrics or specific metrics)

  • Subtotal Values (not available for All Metrics or specific metrics)