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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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.
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The report can be saved by clicking the save
button. The report will also be saved anytime it is executed.
Any action on a report can be undone by clicking
or pressing CTRL + Z. Undone actions can be redone by clicking
or pressing CTRL + Y.
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.
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button and then select a color or enter a hex value into the foreground box. Click the clear
color button and then select a color or enter a hex value into the background box. Click the clear _screen.fontcolorpicker.png)
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button will begin a new line if the text is longer than the width of the cell.
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 paintbrushbutton, then click the cell you want to apply the formatting to.
The Number tab allows you to set the format of numbers and dates.
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The Border Tab allows you to alter the width and color of the cell edges.
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The Conditional Formatting Tab allows you to set or modify the format of a cell based on formula you create.
button to set the condition for the formula.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.
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.
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 Formulas for more information.
Note: Do not use AutoSum on a cell with an aggregate formula such as aggSum.
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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.
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.
You can suppress duplicate values of a Data Object from being displayed. Select the cell and click the Suppress Duplicate
button.
For example, the two reports below are identical, except the second image has suppressed duplicates for the customer column.
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