You can apply custom styling to specific areas of a
report. When creating a report in InfoAssist, you can perform the
following styling customization.
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Procedure: How to Perform Report-Level Styling
You
can style an entire report.
-
Create a
report.
-
On the Home
tab, in the Report group, click Style.
The Report Style dialog box opens.
-
Select any
of the following styling options that are available in the Style group.
-
Font. Use
the menu to change the font.
-
Font size. Use
the menu to change the numeric value for the font size.
-
Font style. Click
the appropriate button (bold, italic, underline) to style the selected
text.
-
Text alignment. Click
the appropriate button (left, center, right) to align the selected
text.
-
Font color. Click
the button to open the Color dialog box, where you can select the
font color.
-
Background color. Click
the button to open the Color dialog box, where you can select the
background color for the report.
-
Currency symbol. Click
the appropriate button (US dollar, British Pound, Japanese Yen,
Euro, New Israeli Shekel).
-
Style Reset. Click
the Reset to Quick Styles from Template button
to reset all settings to the default settings from the template.
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.
-
Click OK.
The report is styled accordingly.
The following image shows a report using the style that
had been selected in the Options dialog box (medium blue). In this
style, Trebuchet MS 9 pt. black is the default font.
The
following image shows the same report with the font changed to Helvetica
12 pt. in blue (Red 0, Green 0, Blue 255) with a white background
(Red 255, Green 255, Blue 255).
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Procedure: How to Perform Field-Level Styling in a Report
You
can style data, column titles, or both, in the report output for
the selected data source field.
-
Create a
report.
-
In the Query Design pane, select a data source field.
The Field tab appears on the ribbon.
-
In the Style group, click one of the following:
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Data Style. Styles
only the data for the selected data source field.
-
Title Style. Styles
only the column title for the selected data source field.
-
Data + Title. Styles
both the data and the column title for the selected data source
field.
-
Select any of the following styling options that are available
in the Style group.
-
Font. Use
the menu to change the font.
-
Font size. Use
the menu to change the numeric value for the font size.
-
Font color. Click
the button to open the Color dialog box, where you can select the
font color.
-
Style Reset. Click
the Reset styling to default style button
to reset all settings to the default settings from the template.
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.
-
Font style.
Click the appropriate button (bold, italic, underline) to style
the selected text.
-
Text alignment. Click
the appropriate button (left, center, right) to align the text.
-
Background color. Click
the button to open the Color dialog box, where you can select the
background color for the report.
-
Click OK.
The report is styled accordingly.
The following image shows a report with the default formatting
and the Revenue data column selected for styling.
The
following image shows the Revenue data column styled to display
the American dollar sign ($) as the currency symbol.
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Procedure: How to Add Headings and Footings to a Report
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.
-
Create
a report.
-
On the
Home tab, in the Report group, click the Header & Footer button.
The Header & Footer dialog box opens.
-
Click
the tab for the heading or footing element that you want to add.
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.
-
Click
inside the design area of the dialog box, and type the text for
the heading.
For example, the text for a sample report heading might
be Quantity Sold by Product.
-
Using
the styling ribbon, apply styling to the report heading text.
For example, click the arrow next to the font field, and
click HELVETICA. Click 11 for
the font size.
The sample report heading with the selected
styling values is shown in the following image.
-
Click Apply to
save the changes you have made so far, without closing the dialog
box.
-
To add
a page heading, click the Page Header tab.
In this procedure, you are going to add one of the supplied
quick text options.
-
Click
the last button
(Insert
preformatted text content for headers/footers) on the
right of the styling ribbon, and click Confidential in
the list.
-
Change
the font and font size. For example, change the font to HELVETICA and
the size to 10.
You can add your own text before or after the supplied
text, for example, For Regional Managers Only.
-
Click OK to
save the report heading and page heading and close the Header &
Footer dialog box.
The report heading and page heading that you added and
styled are shown in Live Preview in the following image.
-
To make
changes, to either the report, or page heading, right-click the heading
and click Edit in the menu.
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Procedure: How to Style Headings and Footing in a Report
You
can style headings and footings in the report output for the selected
heading or footing field.
-
Create a
report.
-
With the
report opened in Live Preview, select the heading or footing text
that you want to style.
-
On the Home tab, in the Report group, click Header
& Footer.
The Header & Footer dialog box opens.
-
Select any of the following styling options that are available
in the Style dialog box.
-
Font. Use
the menu to change the font.
-
Font size. Use
the menu to change the numeric value for the font size.
-
Font style. Click
the appropriate button (bold, italic, underline) to style the selected
text.
-
Text alignment. Click
the appropriate button (left, center, right) to align the selected
text.
-
Font color. Click
this button to open the Color dialog box, where you can select the
font color.
-
Background color. Click
this button to open the Color dialog box, where you can select the
background color for the report.
-
Reset to Quick Styles from Template. Click
this button to reset all settings to the default settings from the
template.
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.
-
Click OK.
The report is styled accordingly.
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Procedure: How to Style Rows of Data With Alternating Colors in a Report
You
can style rows of data in a report with alternating colors.
-
Create a
report.
-
Open the
report in Live Preview.
-
On the Home tab, in the Report group, click Banded.
The Color dialog box opens.
-
Select a color.
-
Click OK.
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.
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Procedure: How to Apply Traffic Light Conditional Styling to a Report (By Constant)
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.
-
Open a report
in Live Preview.
-
Open the
Traffic Light Condition dialog box in one of the following ways:
-
Ribbon: Select
a field on the report, and then on the Field tab, in the Display
group, click Traffic Lights.
-
Right-Click Menu: Right-click
a field on the report, point to More, and then click Traffic
Light Conditions.
The Traffic Light Condition dialog box opens.
-
From the
Relational Operators drop-down menu below the field name, click
a relational operator.
The options are:
- Equal to
- Not equal to
- Greater than
- Less than
- Greater than or equal
to
- Less than or equal
to
-
In the field
to the right of the operator drop-down menu, click the down arrow
for the Type drop-down menu.
The Type dialog box opens.
-
In the Type
dialog box, click Constant.
-
Enter a
value in the Value field, or
-
From the Get Values drop-down menu, select one of the following
values All, First, Last, Minimum, Maximum, From File. The value
that you select appears in the Get Values field.
-
Select the value in the Get Values field. The value that you selected
appears in the Value field.
-
Click OK.
The value that you selected appears in the field to the
right of the operator drop-down menu.
-
Click the Color button.
The Color dialog box opens.
-
Select a
color.
-
Click OK.
The color appears in the Preview box.
-
Click the Drill
Down button.
The Drill Down dialog box opens.
-
In the Drill
Down dialog box, specify each of the following:
- Drill down to a report
or a web page
- URL of the web page
- An alternate comment
- Target (New Window,
Same Window)
- Parameters that you
want to use (Name, Value)
-
Click OK to
close the dialog box.
-
Click the New button
to set traffic light conditions for additional fields.
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Procedure: How to Apply Traffic Light Conditional Styling to a Report (By Field)
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.
-
Open a report
in Live Preview.
-
Open the
Traffic Light Condition dialog box in one of the following ways:
-
Ribbon: Select
a field on the report, and then on the Field tab, in the Display
group, click Traffic Lights.
-
Right-Click Menu: Right-click
a field on the report, point to More, and then click Traffic
Light Conditions.
The Traffic Light Condition dialog box opens.
-
From the
drop-down menu below the field name, select a relational operator.
The options are:
- Equal to
- Not equal to
- Greater than
- Less than
- Greater than or equal
to
- Less than or equal
to
-
In the field
to the right of the operator drop-down menu, click the arrow for
the Type drop-down menu.
The Type dialog box opens.
-
In the Type
dialog box, select Field.
The Type dialog box displays the Dimensions, and Measures
and Properties of your data. You can display the data in the following
ways:
- View fields in business
order. Select from the following options Title, Description, Name,
Alias.
- View fields in a
sortable grid. Select from the following options Name, Title, Alias,
Format, Segment, Filename, Description, Reference.
- View the hierarchical
structure of the data. Select from the following options Title,
Description, Name, Alias.
-
Select a
field.
-
Click OK.
The field that you selected appears in the field to the
right of the operator drop-down menu.
-
Click the Color button.
The Color dialog box opens.
-
Select a
color.
The color appears in the Preview box.
-
Click OK.
-
Click the Drill
Down button.
The Drill Down dialog opens.
-
In the Drill
Down dialog, specify each of the following:
- Drill down to a report
or a web page
- URL of the web page
- An alternate comment
- Target (New Window,
Same Window)
- Parameters that you
want to use (Name, Value)
-
Click OK.
-
Click the New button
to set traffic light conditions for additional fields.
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Procedure: How to Use Cell Padding in a Report
You
can customize the amount of space inserted between rows and columns
in a report.
-
Open a report
in Live Preview.
-
On the Layout tab, in the Report group, open the Cell Padding
menu.
-
On the Cell Padding menu, click Custom.
The Cell Padding dialog box opens.
-
Type the cell padding values that you want in the Top, Bottom,
Left, and Right fields.
-
Click OK.
The report reflects the cell padding that you set.
The following image shows a report with default cell padding.
The
following image shows the same report with a cell padding of 0.01
inches added to the top, bottom, left, and right of the cell.