How-To Guide
Last updated
Last updated
Users can select Style template by clicking on the button in the Styles field under Options
When the button is clicked, Popup with list of existing style templates are displayed
JustPerform standard style templates available in the workspace are displayed under Global
User can review & select. Update & refresh the template for applying format to the template
Based on template type – Report or Input, user can choose suitable format Styles, for example:
If the template type is a report, Global Report style template can be selected; when the report is generated, the grid data will have white data cells, which refers to cells being Read-only..
If Type is Input so the user selects Style as Global Input style template; when input is created, the rows and columns with members at a base level (for input) will be displayed in yellow color.
Apart from default styles for template, users can also create their own style based on the formatting requirements of templates.
Create a Style template which comprises of many styles for each type of Information/data.
Each style corresponds to specific format applied to specific axis or members or data.
Create Style Template
Step1 Goto Options on the Design pane, and click the Manage button at Styles, then the system will navigate to the Style creation screen
Step3 Choose whether the style template is saved as Global /Book
Create Styles
Step5 Apply to dropdown to select the layout section to apply the style or format
Row Axis Heading - applies to Header of Row axis
Row Axis Member - applies to field members in the row axis
Column Axis Member– applies to field members in the column axis
Row Data – defines the format for data grid displayed in rows
Column Data– defines the format for data grid displayed in column
Step6 Select the member type for which you want to apply the style
Input apply the format for Imputable or base-level/children members. option meant Identifying the members for the Input type members in template
Calculated define format for the Calculated/Parent/Group members created in the template, i.e., for members which are calculated/aggregated from child/base members.
By Member define a specific format for individual selected members based on model and field. When selected with this option, additional fields like Model, Fields & specific members are to be selected to apply format. additional details like -
Model: select an applicable model from the dropdown list, displaying all available models
Fields:
select from Update List the specific fields required.
all the fields assigned to the above-selected model will be shown.
select the specific field to be taken as the basis for formatting
Click on Filter to identify specific members applicable to the format
Apply to Properties: additional optional field to choose & apply the format on specific properties. by default, format applies to members selected above.
Option to select formatting based on specific property/attribute,
for example, only Accounts with Account Type property = INC can be applied format
To select the dimension property, users click on the Update List button and then choose the appropriate attribute of fields which is already selected in Fields above.
Step9 Similarly create different styles by following the same Steps4-8 for each of the type of data /axis member/specific members etc.
Styles are applied based on the order of sequence displayed on the Style template
Select Style Template
for below options, refer to the Style creation pane header options
Step2 Click on the icon, to create new style template & Provide the style template name
Step4 Click on Add button to add new styles for each type of axis/data
Step7 Apply the formatting on any excel cell in worksheet & then Click Pick from Cell
Step8 Click on to save the style
Step10 Once completed with styles, this is saved as Style template & can be used for any JustPerform template in the workbook or workspace, (either Global/Book) by
One of the key points is JustPerform's ability to apply styles based on the priority. The style priority will be applied from Top to Bottom & the last style will be given last priority. To move or sequence the styles above or below, click on symbol to choose the respective style Move up or Down and the selected style will be moved above or down.
To delete an available style, clicks on symbol at the style and chooses the Delete option and the selected style will be removed.
On Design Pane, under Options section, Click on button under Styles to select the style template created.
Delete Style Template delete the style template completely from system
Copy Style Template copy as new style template, provide a new name
Edit Style Template Edit name & details of the style template
