How to format a tabular report

Overview

SolveXia Analytics & Reporting provides a simple way to create powerful reports based on managed tables. With the latest BI and data visualisation techniques, you can create reports that communicate and inform effectively.

This article is a tutorial which will act as a guide to the formatting of a tabular report. After completing this tutorial, you will be able to: edit the name (or heading) of any column; edit the number formatting for any column containing numbers (by adding prefixes and changing the number of decimal places shown); assign conditional formatting to any column (i.e. formatting rules which refer to data values contained within any column); and, sort the rows within a tabular report with respect to the values contained in any column.

Before we get started

Before we start creating our first report, please make sure that you have a managed table created and table has at least one row of data.
There are help articles to help you create your managed table and import data into it.

[message type=”warning”]For the purposes of this article we will continue to use the Cookie Shop example from the Get started – create a tabular report tutorial. Again, you may want to replace the “CookieShop” managed table with a managed table of your own.[/message]

Steps

1. Open the “CookieShopAccount” report that was activated upon completing of the Get started – create a tabular report tutorial.

2. From the toolbar, select [highlight txt=’Edit’]. Then, from the dropdown that appears, select [highlight txt=’Format’].

3. The following alert message will appear. Select [highlight txt=’Ok’] from the message.

4. To edit a particular column, first, select the [highlight txt=’Columns’] toolbar. Then, select the collapsed [highlight txt=’dropdown’] containing the value “- – Select – -”. Select “CookieShopAccount_Revenues” from the dropdown.

5. Select the [highlight txt=’Display’] icon from the toolbar. In the free-text field titled [highlight txt=’Display Name’], change “CookieShopAccount_Revenues” to “Revenues”. Click [highlight txt=’Save’].

6. To edit the number formatting of data values in this column, first, select the [highlight txt=’Display’] icon from the toolbar again. In the free-text field titled [highlight txt=’Decimal Places’], change “2” to “0”. In the free-text field titled [highlight txt=’Prefix’], type the dollar symbol “$”. Click [highlight txt=’Save’].

7. To conditionally-format the cells in this column, first, select the [highlight txt=’Conditional’] icon from the toolbar. Select [highlight txt=’Add Rule’].

8. The configuration options will appear. Three blank rules will be automatically provided. Under the [highlight txt=’Style’] field, select the [highlight txt=’white box’] relating to the first blank rule to bring up the Colour Picker.

9. The Colour Picker will appear. Select a [highlight txt=’green’] of your own choosing. Select [highlight txt=’Ok’].

10. Under the [highlight txt=’Rule’] field for this first rule, select the [highlight txt=’white box’] relating to the first blank rule, select the collapsed [highlight txt=’dropdown’] containing the value “Equal to”. Select “Greater than or equal to” from the dropdown.

11. Under the [highlight txt=’Value’] field for this first rule, type “50000” into the free-text box. Click [highlight txt=’Save’].

12. Apply the same number formatting to the column named “CookieShopAccount_Profit” and [highlight txt=’rename’] this column to “Profit”. To conditionally-format the cells in this column, first, select the [highlight txt=’Conditional’] icon from the toolbar. Select [highlight txt=’Add Advanced Rule’].

13. A browser pop-up will open. Under the Alert Details section, type “Highlight cells green if Revenue is over $50,000” into the [highlight txt=’Alert Description’] free-text box. Select the same [highlight txt=’green’] used in the conditional-formatting of the Revenue column from the Colour Picker.

14. Under the Alert Logic section, select the collapsed [highlight txt=’dropdown’] containing the value “- – Select – -”. Select “Revenues” from the dropdown.

15. Select the collapsed [highlight txt=’dropdown’] containing the value “Equal to”. Select “Greater than or equal to” from the dropdown. Type “50000” into the [highlight txt=’free-text field’] to the right of the dropdown. Select the [highlight txt=’+Add’] icon.

16. Select the [highlight txt=’Add’] icon at the top-right corner of the browser pop-up window.

17. Select the [highlight txt=’Save & Close’] icon at the top-right corner of the browser pop-up window.

18. Select the [highlight txt=’Report’] toolbar. Select the Sort icon in the toolbar. Select the collapsed [highlight txt=’dropdown’] for ‘Column 1’ containing the value “None”. Select “Profit” from the dropdown. Click [highlight txt=’Save’].

The report should now resemble the following image:

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