How to Apply
- Create a report as you normally would.
- While in the Data mode or the Design mode, click on the Column Formatting icon in the header.
- When the following popup appears, select a field from the left side.
- Once a field is selected, the column formatting settings will appear in the popup.
- Simultaneously, you could also bring up this popup by clicking on a column's menu, then selecting Format, and finally clicking on Edit.
- See the below section to learn about the different types of formatting you could apply to a report column.
Column Formatting Settings
Each of column formatting setting options is described below.
To change the display name of the column from the default value simply update this field.
Each data type will have a unique set of format options – eg Text, Date or Numeric.
Depending on the format option you have chosen for the column above you will have a separate set of sub format options. Select the appropriate sub format option.
If you select ‘Other’ from the date sub format you will be able to build your own custom date format.
If you have a defined a numeric format you can set the number of decimal places to be defined. This can be used to define cents in a decimal place for $20.00 by adding in:2
The prefix is used to include additional characters before the value that is returned from the data base. This can be used to define currency for $20.00 by adding in: $
The suffix is used to include additional characters after the value that is returned from the data base. This can be used to define percentage for 30% by adding in: %
The rounding format allows you to choose how a decimal value should be rounded.
Turns the defaulted thousand separator for your instance on or off. For example:
Displays negative values with or without brackets.
To hide the column from the report, select this item. By hiding a column the data presented on the page is not re-grouped which would occur if you removed the field from your report. For Example:
The suppression of duplicate option will remove duplicate values from a column and group the values under a single value.
Based on the type of field that the column being formatted is there are various format options. The ones listed below come default with Yellowfin, however as this is customisable there may be additional ones that comes as part of your installation.
Displays as plain text
Allows you to format text as Uppercase or Lowercase.
Creates a hyperlink on the text that will open an email client and pre-populate the sent to address.
If your data contains ISO country codes you can display these as flags of the world instead of text.
Formats a field containing HTML tags, either by removing them, or using them, depending on user selection. For example, if you wanted to display an image using a URL the field may look something like this:
HTML 5 Video
Displays a video from a path stored in the field, either a full URL, or a relative path if the video is stored in the Yellowfin ROOT directory.
Link To URL
Allows you to pass the value of the returned data into a URL link.
This essentially means that every ip address will be placed into it into it i.e.:http://www.google.com.au/search?hl=en&q=10.100.32.44
Org Ref Code
Converts the text in the cell to the value of an internal lookup table. E.g. AU to Australia. See Org Ref Codes for more information.
Displayed the data as it would have been returned from the database – no additional formatting applied.
Creates a hyperlink on the text and will open web page on click. Assumes the text is a legitimate URL.
This displays a YouTube video, based on the ID being stored in the field.
Displays value as a date – multiple date options exist.
Displays value as a time field – multiple date options exist.
Displayed full date and time value
Date Part Formatter
Takes a date field and formats the display to show part of that date.
Displays value as a decimal – allows you to set the decimal places to be used.
Converts a percentage value less than or equal to 100 into a bar.
Apply sorting to an individual column. If you wish to use multiple fields to provide a sort order, see Table Sort.
Define styling options for the text in this field. This covers the font face, font size, font colour, and font style.
Define the alignment option for text in this field.
Define a custom background colour for the column.
Define the width of the column.
Define the maximum number of characters to be displayed in the cell.
Wrap long cell text across multiple rows.
Define where borders should be displayed around the edges of the cell.
Define the colour of the cell borders.
Define the thickness of the cell borders.
Define the aggregation to be applied to the column as a total.
Display a text label for the column summary.
Define custom formatting for the summaries of this column. This covers the font face, font size, font colour, font style, and alignment.
Define the background colour for the column summary.
Display a sub total row for each unique value in the column.
Column Drop Down Menu
Allows the user to apply Aggregations to the field.
Allows the user to apply sorting to the individual field.
Allows the user to apply an Advanced Function to the field.
Opens the Column Formatting menu with this field selected to allow the report writer to apply formatting options.
Allows the report writer to clear all formatting options applied to this field.
Allows the user to open the Conditional Formatting menu for this field in order to apply alerts.
Allows the user to create groups of values based on the data in the field.
Allows the user to apply a summary aggregation to the field.
Allows the user to hide the field from display.
Column Drag & Drop Options
Note: the drag and drop formatting are only available whilst a report is in DRAFT mode. If the report is ACTIVE you will not see these options.
You can change the order of your columns directly on the screen. This option is only available for ‘column’ based reports.
- To move a column, place your cursor over the column title and when the cursor changes into a cross icon click and hold.
- Now drag your column into the desired location. You will see the outline of the column and a highlighted line which indicated where the left hand border of the column will be placed.
- Drop your column and the page will be refreshed with your column in the new location.
- Click and hold the cursor. The cursor will be represented as a horizontal line and the column outline will be highlighted.
- Drag your column to the desired width and let the cursor go. The report will refresh and your column will be resized.