Conditional Formatting

You can use conditional formatting to highlight important values or unexpected results in your data

• Choose Conditional Formatting New in the Display Group Tab and click New

The New Conditional Formatting dialog box appears.

1. In the Name field, enter a name for the new conditional format.
2. In the Based on list, select the measure you want to apply the conditional format to.
3. In the Format list, select the style you want to use for highlighting values. The following styles are available:
   • Background: the cells background is colored.
   • Values: the text of the cells is colored.
   • Status Symbol: a symbol is displayed in the cells. 
   • Trend Ascending: a colored arrow (green to red) is displayed in the cells. 
   • Trend Descending: a colored arrow (red to green) is displayed in the cells. 
   • Trend Grey: a grey arrow is displayed in the cells. 
4. Select one of the nine priorities of the style selected above. Every style consists of nine members. The numbers 1 to 9 represent the priority of the rule. 
5. Select one of the following operators: Between, Outside, Greater Than, Greater Than Or Equal To, Less Than, Less Than Or Equal To and Equal To and enter a threshold value or value range.
6. Press Add
7. Press OK to apply your rules to the crosstab.

Multiple Choice Format

The formatting can be applied to 3 places :

1. Data Cells: Conditional formatting will execute to the Cells.
2. Row Headers: Conditional formatting will execute to the Row Header.
3. 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.

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.

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" chart	Waterfall Chart	Pivoted Waterfall 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

Create a new Style Set

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.