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.

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.

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 Edit. Then, from the dropdown that appears, select Format.

3. The following alert message will appear. Select Ok from the message.

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

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

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

7. To conditionally-format the cells in this column, first, select the Conditional icon from the toolbar. Select Add Rule.

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

9. The Colour Picker will appear. Select a green of your own choosing. Select Ok.

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

11. Under the Value field for this first rule, type “50000” into the free-text box. Click Save.

12. Apply the same number formatting to the column named “CookieShopAccount_Profit” and rename this column to “Profit”. To conditionally-format the cells in this column, first, select the Conditional icon from the toolbar. Select 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 Alert Description free-text box. Select the same green used in the conditional-formatting of the Revenue column from the Colour Picker.

14. Under the Alert Logic section, select the collapsed dropdown containing the value “- – Select – -”. Select “Revenues” from the dropdown.

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

16. Select the Add icon at the top-right corner of the browser pop-up window.

17. Select the Save & Close icon at the top-right corner of the browser pop-up window.

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

The report should now resemble the following image:

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