Using the Toolbar

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.

The toolbar begins with a dropdown menu. This menu controls changes, such as renaming and filtering, that affect the entire report. All other buttons on the toolbar require that a cell (or cells) in the design grid be selected.

 

Saving Reports

The report can be saved by clicking the save button (). The report will also be saved anytime it is executed.

 

Undo/Redo

Any action on a report can be undone by click () or pressing CTRL + Z. Undone actions can be redone by clicking () or pressing CTRL + Y.

 

Font & Alignment Options

The text of each cell can be formatted using dropdown menus and buttons in the toolbar. A cell or multiple cells must be selected for these tools to be used.

 

Font

 

Color

 

Alignment

 

Formatting Cells

Cells can be formatted in the Cell Format Window. To open the window, click the format cell button (). The window has three tabs: Number, Border, and Conditional.

NOTE. Cell formatting can be copied using the Format Paintbrush. Select the format you want to copy, click the format paintbrush button (), then click the cell you want to apply the formatting to.

 

Number

The Number Tab allows you to set the format of numbers and dates.

 

Border

The Border Tab allows you to alter the width and color of the cell edges.

 

 

Conditional Formatting/Suppression

The Conditional Formatting Tab allows you to set or modify the format of a cell based on formula you create.

NOTE. The formula must evaluate to True or False. For conditional formatting, the Formula Editor will have an add Cell Value () button. This button adds the function CellValue() to the formula. This function returns the value of the cell that conditional format is being applied to.

 

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’.

 

 

AutoSum

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 Formulas for more information.

NOTE. Do not use AutoSum on a cell with an aggregate formula such as aggSum.

 

 

Images

An image from your computer can be added to a cell using the Insert Image button (). This opens the Insert Image window. Select the image you would like to insert and click ().

 

Functions

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

You can suppress duplicate values of a Data Object from being displayed. Select the cell and click the Suppress Duplicate button ().

Ex. The two reports below are identical, except the second image has suppressed duplicates for the customer column.