The toolbar contains the buttons and menus used to modify the report. Modifications can include aesthetic formatting, inserting formulas and images, linking reports, and much more.
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- To change the text color, click the foreground color button and then select a color or enter a hex value into the foreground box. Click the clear button to revert to the default color.
- To change the background color, click the background color button and then select a color or enter a hex value into the background box. Click the clear button to revert to the default color.
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- Click the Add button to create a new conditional format. Each format must have an Action and a Formula that evaluates to True or False. Some Actions require an Attribute such as a color or a number.
- Select an Action from the dropdown. This action will occur if the formula evaluates to True. Actions include:
- Foreground Color – Sets the foreground color of the cell.
Attribute: Color - Background Color – Sets the background color of the cell.
Attribute: Color - Font Size – Sets the size of the text.
Attribute: Number - Bold – Bolds the text of the cell.
No Attribute - Italic – Italicizes the text of the cell.
No Attribute - Underline – Underlines the text of the cell.
No Attribute - Horizontal Alignment –Aligns the text of the cell horizontally.
Attributes: Left, Center, Right, or Justify - Vertical Alignment – Aligns the text of the cell vertically.
Attributes: Top, Bottom, or Middle - Suppress Row – Suppresses the row the cell is in.
No Attribute - Suppress Section – Suppresses the entire section that contains the cell.
No Attribute - Page Break – Starts a new page.
No Attribute - Click the Formula Editor button to set the condition for the formula.
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- Use the up and down arrows to change the priority of the formats. If two formats share a common action and are both True then the lower condition will be applied.
- To remove a format, click the delete button.
Note: The formula is still calculated with respect to the section of the cell. For example, for a cell in a report footer, the formula {Order.Profit} > 1000 will return True if the last Order of the detail section profited more than 1,000. To make the condition see if the total profit was greater than 1,000 use the formula Sum({Order.Profit})>1000’.
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To quickly get a total on a Data Field, place the field in a Report or Group Footer and click the AutoSum button. Alternatively, a sum can be created with the aggSum or Sum functions. See What are formulas for more information.
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An image from your computer can be added to a cell using the Insert Image button. This opens the Insert Image window. Select an image and click okay to add it to the report.
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Complex calculations can be done using Formulas A formula can be added to a cell by keying it in manually or using the Formula Editor. To open the Formula Editor click the Formula Editor button.
Suppress Duplicates
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