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Formatting

Conditional Formatting

In the same was as in Excel you can set a conditional formatting for the measures.

 

Setting

  1. Select «  Conditional Formatting » in the Display Group Tab
  2. Select New
  3. Name the Conditional Formatting and based it upon a Measure
  4. Set your formatting and click Add

 

 

 

 

Multiple Choice Format

You can choose between several formats :

Value Format 
Cell Background Format 
Symbol Format
Trend Format  

Multiple Choice Format

You can choose for which members the conditional formatting should take place. You can apply for a Member, Total, or Both.

 

Multiple Choice Format

The formatting can be applied to 3 places :

  • Data Cells: Conditional formatting will execute to the Cells.
  • Row Headers: Conditional formatting will execute to the Row Header.
  • Columns Headers: Conditional formatting will execute to the Column Header.

 

Measures Formatting

You can change several options on how the measures are displayed :

  1. Select the cell of the measure you want to change.
  2. Select "Measures" in the menu. 

 

  • Number Format
    • Scaling Factor: 1 if you want to display the number as is. 1000 if you want to display thousands.
    • Decimal Places: Change the default number of decimals shown (The full decimal will still be in the cell, just the display changes). 
  • General Format
    • Display of Negatives Values : several ways of displaying the negatives values. Ex : - X, (X)
    • Display Zero as : several ways to display the 0 values. Ex : empty, 0 with currency...

 

 

Members Display

For most dimensions, you can change the way it is displayed and choose between "Key" or "Text" or both.

Not all dimensions are available in both Text but all are available in Key This depends on the configuration.

  1. Select your Dimension cell header that you want to display   

  2. Select « Members» in the ANALYSIS Ribon then choose your display.

 

Dynamic Charts

You can transform any crosstable into an excel chart.

You can also add the chart directly from the excel menu BUT in that case, it will not be dynamic. If you add columns/rows, the chart will not be updated. For this to be dynamic, use the Analysis feature.

 

  1. Click on cell in the crosstab you want to add a chart to
  2. Click the chart button to insert the type of chart you want.

  3. A Chart is added in your sheet, you can drag and drop and re size.

3 main types of charts :

"Standard" chartWaterfall ChartPivoted Waterfall Chart

Once added, you can use the normal excel functionality to modify the chart.

Working with Style Sets

Style sets are pre-saved/defined sets of formats (colors etc...). You can create your own or use one of the 3 default ones.

Apply a Style Set

To apply a style set :
  1. Click “Styles” button in the Setting Group Panel
  2. Select “Apply Style Set”.

  3. Choose the desired Style

You can set one of the "Sets" as default for your Analysis. This set will automatically be applied to all your new workbooks: 

Analysis comes with 3 default sets :

  • SAP Blue (Default)
  • SAP Black & White
  • SAP Tradeshow Plus

 

 

 

Create a new Style Set

You can customize the formatting of all cells in an analysis Crosstab and then save it as a Style Set to reuse it in other workbooks.
  1. Click the Home Excel ribbon
  2. Select the type of cell in your crosstab you want to customize
  3. Click “Cell Styles” button
  4. Right click in the highlighted cell and select “Modify”
  5. Select “Format”, and choose your style then click OK  
  6. Select “Styles” in the Analysis Tab, select “Save Style Set”  

Note that the currently selected cell’s style is highlighted.

You must repeat this process for all the cells you want to customize

Export/Import a Style Set

To Export a Style Set (XML file) :

  1. Apply an existing Style Set  
  2. Click the Styles Button and  Select “Export Style Set”
  3. Enter a name Style and save your Style Set in a file

To Import a Style Set (XML file):

  1. Click the Styles Button and Select “Import Style Set”
  2. Select your Style set and click Open

Creating a Default Workbook

  1. Modify the workbook to set the default format you want to keep (Apply sets, add information cells, change formatting...)
  2. Save your workbook Locally (excel file)
  3. Click "Settings"
  4. Select "User Settings"
  5. Select the "Default Workbook Location" and browse to select your own saved workbook.

Setting a default workbook can save you time if you always to have the same formatting in the future.

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