In the right analysis pane, you can format the layout and behavior of values in a pivot table/chart.
To be able to format a specific section, you must first select the table/chart to see all available formatting options in the right pane (in the beta version of Comarch BI Point 2024 analysis, the only object that can be formatted is the pivot table).
There are several formatting options available:
1. Table templates
View
there are two views available
- Convenient view
This is the default view, containing all the information about the data in the table, e.g., filters, measure names, dimension names, etc.
- Compact view
It is similar to the convenient view, but it no longer includes the dimension names in the pivot table.
Templates
Templates are used to change the color, layout and grid of a pivot table.
There are 4 predefined template deigns available:
- Expressive
- Striped
- Vivid
- Classic
To customize the color for the template design, you can use the color palette available under the template by selecting the “+” button.
2. Table options and style
In this section, you can define the formatting of table elements.
It is divided into three groupings:
- Headings
In the heading formatting view, you can specify the font type, size, formatting style, text layout, and whether the text should be collapsed or expanded.
- Values
Formatting applies only to values in a pivot table. In addition to standard formatting options, such as changing font, size, style, there is also an option to change the format of the displayed value:
Available options are: Number, Percent, Currency, Scientific, Large numbers, From data model, Source, Custom.
- Grand totals and subtotals
Allow formatting of grand totals and subtotals only
In addition to the standard formatting options, there are additional fields such as Show Grand Totals and Show Subtotals.
For Show Grand Totals, you can specify the elements for which grand totals must be presented in the pivot table.
Available options are: For columns and rows (default), For columns only, For rows only, Do not show.
For Subtotals, only two options are available: Show all and Do not show:
Show all (default) and Do not show
3. Conditional formatting
Conditional formatting provides options to add rules for highlighting cells, change the layout of the pivot table according to the defined settings.
To add conditional formatting to the analysis, select the pivot table
then go the “Conditional Formatting” tab in the right pane and select “Add Rule”.
Conditional formatting can be applied not only to the entire pivot table, but also to a specific attribute value. To apply conditional formatting to a value, select it in the pivot table and declare the formatting context for that value:
- Formatting context – All such rows
Formatting will apply to the value within the entire pivot table.
- Formatting context – This row only
Formatting will apply to selected row only.
Selecting “Add Rule” opens a window with conditional formatting definition.
Conditional formatting can be defined in three ways:
- Values and totals
formatting applies to both totals and values in columns
- Values only
formatting applies only to values in columns
- Totals only
formatting applies only to totals in columns
The conditional formatting itself is applied when the condition specified by the user is met. A predefined logical operator must be used to define the formatting.
Available logical operators:
- Greater than
- Greater than or equal to
- Less than
- Less than or equal to
- Equal to
- Different than
- Between
- Not between
Priority is given to the formatting entered first and is first in the list. Each subsequent one is added below and thus has a lower priority.
This priority can be changed by moving the formatting definitions with the drag&drop method.
4. Colors
In this tab, you can edit colors under three groupings:
- Headings
The available options are used to change the colors of text and header.
- Values
The available options are used to define column value colors. Value colors can be defined as a single color or as an odd and even color pair.
- Grand totals and subtotals
The available options are used to specify the colors for grand totals and subtotals. In addition to the default color selection, you can also specify whether the coloring should be the same for headers and values, or different for headers and values.