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You can customize reports using the various options on the Layout tab and Field tab.
The drop-down menu on the Field tab, in the Format group provides three field-type options for the selected column, which are Alphanumeric, Integer, and Decimal. Selecting the fourth option, More options, opens the Field Format Options dialog box, which provides further formatting options for the selected field. For more information, see Changing a Field Format.
You can also apply floating and non-floating currency symbols, percent signs, and commas. You can increase and decrease decimal places by clicking the appropriate buttons under the drop-down menu.
The Currency button is a split button that turns the currency symbol on or off. Click the Currency button to turn on the default floating currency option. Click the Currency button a second time to turn off the floating currency option.
To turn on the non-floating currency option, open the drop-down menu and select Non floating currency. To turn off the non-floating currency option, click the Currency button.
The following options on the Field tab, in the Display group:
Sum is the default aggregation type value for all numeric fields added to the Measure Query field container in the Query pane. Changing the Measure Query field container from Sum to Print, Count, or List overrides all assigned aggregation type values. For more information related to charts, see How to Display Aggregations on Measure Data.
For more information related to reports, see Styling Reports. For more information related to charts, see Traffic Light Condition Dialog Box.
You can apply custom styling to specific areas of a report. When creating a report, you can perform the following styling customization.
The Report Style dialog box opens.
Note: If you have chosen to specify a color, you must click OK to return to the Report Style dialog box.
Note: Reset only works while the Report Style dialog box is open. Once you click OK, all changes are committed. To undo global styling after it has been committed, you must use the Undo command on the Quick Access Toolbar.
Preview. Displays the text as you have formatted it.
You can style data, column titles, or both, in the report output for the selected data source field.
The Field tab appears on the ribbon.
Note: Reset only works while the Report Style dialog box is open. Once you click OK, all changes are committed. To undo global styling after it has been committed, you must use the Undo command on the Quick Access Toolbar.
Note: When working with font or background colors, you must click OK on the Color dialog box to return to the Report Style dialog box.
You can make a report more meaningful by adding headings and footings. Headings and footings supply context and key information about a report, such as its purpose and audience. Headings and footings also provide structure, helping you navigate to the detail sought. They enhance visual appeal.
In this procedure, you will add and style a report heading and page heading. The procedure uses sample values, but you can supply values that apply to your own, reports.
Headings and Footings are available in Query Design view, Live Preview, and Document view.
The Header & Footer dialog box opens.
For a report, you can add a report heading, page heading, page footing, or report footing. By default, the Report Header tab is selected. In this procedure, accept the default.
For example, the text for a sample report heading might be Quantity Sold by Product.
For example, click HELVETICA from the Font drop-down list. From the Font size drop-down list, click 12.
The sample report heading with the selected styling values is shown in the following image.
In this procedure, you are going to add one of the supplied quick text options.
You can add your own text before or after the supplied text, for example, For Regional Managers Only.
The report heading and page heading that you added and styled are shown in Live Preview in the following image.
You can style headings and footings in the report output for the selected heading or footing field.
The Header & Footer dialog box opens.
Note: Reset only works while the Report Style dialog box is open. Once you click OK, all changes are committed. To undo global styling after it has been committed, you must use the Undo command on the Quick Access Toolbar.
You can style rows of data in a report with alternating colors.
The Color dialog box opens.
The selected color provides an alternating color scheme for the report. The report output displays alternating rows of data, using a white background for one row and a background of the selected color for the next row. This pattern continues throughout the report, as shown in the following image of banded report output.
You can apply traffic light conditional styling to data for a selected measure field. By default the report displays the values that satisfy the first condition in green, and the values that satisfy the second condition in red.
The Traffic Light Condition dialog box opens.
The Type menu opens.
or
The value that you selected appears in the field to the right of the Relational Operators drop-down menu.
The Style menu opens.
The Color dialog box opens.
The color appears in the Preview box.
The Drill Down dialog box opens.
You can apply traffic light conditional styling to data for a selected measure field. By default, the report displays the values that satisfy the first condition in green, and the values that satisfy the second condition in red.
The Traffic Light Condition dialog box opens.
The Type dialog box opens.
The field that you selected appears in the field to the right of the Relational Operators drop-down menu.
The Style menu opens.
The Color dialog box opens.
The color appears in the Preview box.
The Drill Down dialog opens.
You can customize the amount of space inserted between rows and columns in a report.
The Cell Padding dialog box opens.
The report reflects the cell padding that you set.
The following image shows a report with custom cell padding.
The Report Style dialog box provides options to style your report, as described below.
Note: The new Israeli shekel currency symbol can be displayed with the following settings only:
Note: Reset only works while the Report Style dialog box is open. Once you click OK, all changes are committed. To undo global styling after it has been committed, you must use the Undo command on the Quick Access Toolbar.
The Color dialog box provides options for working with color in your report.
The Color dialog box options are:
The Report group on the Home tab contains commands to enhance a report.
You can also select a document styling theme or an application theme to style all reports created. Use the Environment and Styling section of the Options window, which is accessible by clicking Options in the Application main menu.
Note: If you switch themes when working in Report mode, all custom styling is removed from the procedure.
Another way to access the Header & Footer dialog box is to click the down arrow next to the Header & Footer button. It opens a drop-down menu from which you can select the heading or footing that you want to work with (Report Header, Page Header, Page Footer, Report Footer). After you make your selection, the Header & Footer dialog box opens, and the heading or footing that you selected is active.
From the Header & Footer dialog box, you can add and style the active heading or footing, or choose a different heading and footing to work with by selecting the applicable tab. You can switch among tabs, but InfoAssist does not save changes made on the tabs until you click Apply or OK. If you click Apply, the Header & Footer dialog box remains open. If you click OK, the dialog box closes.
You can style a selected heading or footing using the options on the styling toolbar. From left to right, you can customize the font type, font size, and font style (bold, italic, or underline). You can align text (left, center, or right), select the font color and background color, and restore styling settings to their default value from the template.
You can also add page footings to your reports or charts. From the Header & Footer dialog box, select Page Footer. When working with reports, you may use the Additional alignment options icon , to specify whether you want to align the footer relative to the data (default) or relative to the page. The Align Relative to Data option places the footer directly below the data, and the Align Relative to Page option positions the footer at the bottom of the page. When working with charts, only the default page footer alignment option is supported.
Note: The Align Relative to Page option works with reports that use positioned formats (for example, PDF, PS, DHTML, PPT, and PPTX).
You can also insert quick text into a heading or footing. Quick text is supplied for you. It includes information that is typically useful in identifying a report or chart. From the preformatted text drop-down menu, you can select:
For charts, an icon on the far right of the styling ribbon is enabled. This icon provides two options for controlling the way in which the page heading and page footing are rendered. The default option, Create Header and Footer as text, renders the heading and footing as text elements that are separate from the chart image. The option, Embed Header and Footer in the chart, renders the heading and footing text as part of the chart image.
Once you have added a heading or footing to a report or chart, you can double-click it on the canvas in design mode to reopen the Header & Footer dialog box. You can also right-click an existing heading or footing in design mode and click Edit from the menu to open the dialog box.
For more information on adding and styling headings and footings, see How to Add Headings and Footings to a Report.
The options on the Format tab, in the Features group, while in Report mode, allow you to add pop-up titles to columns, stack measures, and more.
Note: You cannot use the Table of Contents with the Accordion feature.
The following table lists the output formats for which each feature is available. Yes means the output is available for the feature. No means that the output is not available for the feature.
HTML |
HTML5 |
active report |
|
Excel |
PowerPoint |
|
---|---|---|---|---|---|---|
Title Popup |
yes |
no |
no |
no |
no |
no |
Accordion |
yes |
no |
yes |
no |
no |
no |
Repeat Sort Values |
yes |
yes |
yes |
yes |
yes |
yes |
Stack Measures |
yes |
no |
no |
no |
no |
no |
active report options |
no |
no |
yes |
no |
no |
no |
WebFOCUS | |
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