Report format

The formatting in a Dynamic Report is specified by format definitions within a format range. You can change the formatting of a Dynamic Report by changing the cell formatting of format definitions and by adding new format definitions.

You can also follow along by watching this video: https://youtu.be/qbG98VpYPhE

The formatting in a Dynamic Report is specified by format definitions within a format range. The format definitions are applied based on the return value of an IF function in the format label column for each row in the Dynamic Report. In this video, you’ll learn how to format Dynamic Reports.

The format range is hidden by default. You must reveal the format range before you can modify the default formatting or create new format definitions. To reveal the format range, press Ctrl-A. On the Home tab, under Cells, click Format > Hide and Unhide > Unhide Columns. Click Format > Hide and Unhide > Unhide Rows. Repeat and select Unhide Columns. Cell A1 will now be visible. For more information about hiding and unhiding rows and columns, see the Microsoft Excel online help.

The format range can also be revealed and hidden by clicking Show Format Areas and Hide Format Areas from the IBM® Planning Analytics ribbon, in the Dynamic Reports section. Dynamic Reports section

Row 1 contains the Begin Format Range label. The last row of the format range contains the End Format Range label. All formatting for the Dynamic Report must be defined between these labels.

The rows between the Begin Format Range label and the End Format Range label contain the default format definitions for the Dynamic Report.

The format label column (typically column A) in the format range contains the format definition labels for each format definition. Format definition labels can be numbers, letters, or strings.

For each data row in the Dynamic Report, the format label column (typically column A) contains a format definition label, which determines the format definition to apply to the row. When you first generate a Dynamic Report, the format definition corresponding to the level of each row set member is applied. Leaf indicates a leaf level member, while Default indicates a consolidation level greater than the number of level format definitions defined in the format range. For example, if you define format definitions for levels 0 - 5, Default defines the formatting for all other levels.

Example

For example, suppose that you have the following row set.
  • World (Level 0)
    • North America (Level 1)
    • South America (Level 1)
      • Argentina (Leaf)
      • Brazil (Leaf)
      • Uruguay (Leaf)

World is a level 0 member in the row set, so the 0 format definition is applied to the World row. South America is a level 1 member, so the 1 format definition is applied. Uruguay is a leaf member of the row set, so the Leaf format definition is applied.