Difference between revisions of "Formatting Grids/Version 9.0"

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[[Image:PropertyFormatting.PNG|450px|centre]]
 
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==Multiple Hierarchies==
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You can nest hierarchies in the format sheet by specifying the Hierarchy names and Member names in the respective columns ("Hierarchy 2", "Member 2", etc.) of the Slice Formatting section.
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The example below uses the wildcard (*) to format all members in Product Subcategory under the "Bike" member.
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[[File:MultipleHierarchies.png|center]]
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The resulting grid has formatting across the whole row.
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[[File:MultipleHierarchiesGrid.png|600px|center]]
  
 
==Format InCell Charts==
 
==Format InCell Charts==

Revision as of 13:06, 16 August 2019

Formatting in XLCubed is handled in 3 key areas:

Measure Formatting: Users can select a measure in the XLCubed member selector, and apply a numeric format to the selected measure using the standard Excel dialog.

Formatting via the right-click menu: Users can right click on any member in the row or column area of a grid, choose XLCubed - Formatting and apply a format to that cell through the standard Excel dialog.

Format sheet: This controls the basic formatting for a grid, in terms of the overall colour scheme and fonts. Any user applied formatting from the above 2 methods is also stored here.

Measure formatting

Formatting can also be achieved through the Member Selector by clicking the highlighted button below:

Format6v9.png


The standard Excel format window is displayed and allows the user to format the number as required.

Formatting via XLCubed’s right-click menu

Right-clicking on a row or column header allows you to format the selected member or level. The same can be done on a grid value by selecting the cell and right-clicking, XLCubed > Formatting > Format this Cell.

This technique allows you to quickly format a grid, such as highlighting a particular level:

Format9.png

Any formatting applied in this way will be written to the Format sheet and can also be editted from here using the Excel ribbon or right-click, format cell option.

Format This Member

To format a single member in grid, right click the relevant row/column and select XLCubed > Formatting > Format this Member. This will open the Excel format dialog from which you can apply any settings as desired.

FG2.png

After submitting, formatting will be applied to the member name and its values. If further editing is required, this can be applied on the format sheet (e.g. for just the member name to be formatted and not the values, or to make quick changes).

FG3.png

Format this level

Format this level allows the user to easily format all members at a particular hierarchy level and is available on XLCubed's right-click menu, XLCubed > Formatting > Format this Level. You will be presented with the standard Excel Format window from which you can choose any of the usual settings to change.

You can find more advanced level formatting instructions here.

LevelFormatting.PNG

Format sheet

Format1v9.png


This shows the default format settings for grids. These can be changed as required (see Default Formats) eg there may be corporate defaults for reports with particular preferred fonts and colours.

Rows 5 to 16 define the basic formatting for a grid. By directly formatting the relevant cells here using native Excel, you can control the font style and colour and cell background of the labels, the grid header and row and column headers and members.

Format2v9.png


Row 47 onwards is for formatting applied to individual slices of a grid, normally when a user wants to format a particular member. This area will be updated automatically when formatting is applied using XLCubed’s right-click menu.

If you have more than one grid in your workbook and you need to apply different formatting to each grid, you need to name the grid (through Grid Properties) and then refer to each specific grid in this area in column B. Please note: There is an empty row between each slice highlight, so that the borders do not conflict with each other.

Any updates you make directly on the format sheet will be applied the next time the grid is refreshed

To Edit the format sheet you directly apply the required formatting changes to the relevant cells in the FormatSheet using normal Excel formatting.


Format4v9.png


This is the grid after all the formatting above has been applied:

Format5v9.png


Cells Q2 to V3 in the format sheet hold XLCubed slicer settings. Here you can change the display format for the slicer title, slicer buttons and slicer items.

Format11v9.png

Upgrading pre-v9 workbooks

If you start a new workbook, you will automatically get the new format worksheet, workbooks built in older versions can be upgrading to the new formatting, by going to Workbook Options -> Reset Format sheet.

You will be given an option to keep any customisation as part of the upgrade - once the upgrade has completed the old format sheet is renamed and can be safely deleted once you are happy that all the formatting has been saved correctly.

Advanced Options

You can click in cell A16 to toggle the visibility of the advanced options, from here you can set alternate row formatting and other writeback/grid active cell formatting.

Formatadvv9.png

For example, to set the alternate row format you need to toggle the selector to "Alternate Rows - On". The formats for the members and cells will be applied for every other row.

Row 20 is for the formatting of the Active cell

Rows 22 to 28 are specific to writeback-enabled grids where you can write new values to the cube.

Formatting Rows and Columns

You can also set formatting on rows and/or columns for grid members.

Create fornmatting as for levels, so that the format sheet looks something like this:

Row2v9.png

Change the hierarchy to ROWS as below:

Row3aV9.png

This format will now be applied for whichever hierarchy is on rows.

Row6.png

This could easily be included in the master format sheet so that all grids created would have the same row format. The same applies to columns.

Format by Member Property

Format by property allows you to select the affected slice by a member property value. You need the full name of the property, as shown below, and the property must be selected in the grid (although you can set the property display style in Grid Properties to member only so it is not displayed).

The format sheet is set as below:

PropertyFormatting FormatSheet.PNG

The formatting is then applied to the grid based on the Color property.

PropertyFormatting.PNG

Multiple Hierarchies

You can nest hierarchies in the format sheet by specifying the Hierarchy names and Member names in the respective columns ("Hierarchy 2", "Member 2", etc.) of the Slice Formatting section.

The example below uses the wildcard (*) to format all members in Product Subcategory under the "Bike" member.

MultipleHierarchies.png

The resulting grid has formatting across the whole row.

MultipleHierarchiesGrid.png

Format InCell Charts

From Version 9 you can set a highlight on an InCell Chart created in the member selector. To do this enter the hierarchy name as normal, and in the Member cell prefix the chart title name with "XLCubedInCellChart:", e.g. XLCubedInCellChart:InCell Chart.

Format Grid Calculations

Grid Calculations can be formatted by adding the placeholder XLCubedCalculation in the hierarchy column, and putting the calculation name as the member.

Workbook Formats

A selection of pre-made workbook level formats are available from the XLCubed ribbon. This will create a new basic grid format on the format sheet which can then be further edited as needed (selecting a new workbook format does not overwrite any custom slice highlighting already defined).

WorkbookFormats.PNG

Conditional Formatting

Please see Conditional formatting.

Default Formats

If you want to change the default formatting for all new workbooks, you need to update the format sheet file. It’s location can be seen in XLCubed Options. You can update the formatting as usual on the “StyleDefault” tab, then save and distribute this format file as necessary.

See Also