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On this page
  • Accessing Styles for Snippets
  • Basic Formatting Options
  • Applying Styles to Report Components
  • Style Categories
  • Setting Up Formatting
  • Applying Styles
  1. Stories
  2. Snippets
  3. Design Pane

Styles

PreviousVisualNextHow-To Guide

Last updated 7 months ago

Styles for snippets is an innovative feature aimed at enhancing the reporting and input form experience within a web interface. This feature eliminates the need for Excel add-ins by allowing users to format their snippets as they desire, granting them greater control and flexibility over the visual aspects of their reports.

Accessing Styles for Snippets

Basic Formatting Options

Upon clicking the Style Toolbar icon, users will be presented with a comprehensive set of basic formatting options. These options include:

  • Font customization.

  • Font size adjustments.

  • Number formatting, which includes quick formats and decimal places.

  • Text styling features such as bold, italic, and underscore.

  • Text color adjustments.

  • Background color options.

  • Cell border settings.

  • Horizontal and vertical alignment options.

  • Text wrapping.

  • Indentation and outdentation.

  • Cell freezing.

  • Cell borders

Applying Styles to Report Components

Styles can be applied to various components of the report, including:

  • Row Axis headings.

  • Row Axis members.

  • Column Axis members.

  • Row Data.

  • Column Data.

Style Categories

For each report component, users have the flexibility to choose from different style categories, including:

  • Default Members : Applicable to all members of the row/ column or header

  • Input Members : designed for Input members or Leaf members.

  • Calculated Members : intended for Calculated members or Parent members.

  • By Member : allowing style customization for specific members based on filter conditions.

  • Invalid Member : tailored for members that do not exist in the Master data.

  • Blank Member : suitable for Member IDs assigned with Blank values.

Setting Up Formatting

To configure formatting for a chosen style, users can initiate the process by first selecting a formatted cell within their report. Afterward, they simply need to click on the "Pick from Cell" option. This action provides users with two distinct approaches to tailor their style preferences. They can opt to apply the complete format settings mirrored from the selected cell by selecting the "Select all" option for a comprehensive uniform style. Alternatively, for more granular control, users can deselect "Select all" and proceed to individually select specific icons for fine-tuning aspects such as Number Format, Alignment, Font, Border, Fill, Protection (if the feature is supported), as well as options for Bold, Italic, and Underscore. This flexibility empowers users to precisely craft their desired formatting style according to their preferences and requirements.

Applying Styles

Once the Styles settings are complete and assigned to the snippet, users can easily refresh the report to view their chosen styles being applied instantly.

To access Styles for Snippets, users will notice a Style icon positioned on the level3 header of the Snippet screen on clicking the Toolbar on level2 header.