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Each of these sections is described below.
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Display FormatsBased 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.
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Option | Description |
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Aggregation | Allows the user to apply Aggregations to the field. |
Sort | Allows the user to apply sorting to the individual field.
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Advanced Function | Allows the user to apply an Advanced Function to the field. |
Format | Opens the Column Formatting menu with this field selected to allow the report writer to apply formatting options. |
Clear Formatting | Allows the report writer to clear all formatting options applied to this field. |
Conditional Formatting | Allows the user to open the Conditional Formatting menu for this field in order to apply alerts. |
Group Data | Allows the user to create groups of values based on the data in the field. |
Totals | Allows the user to apply a summary aggregation to the field. |
Hide Field | Allows the user to hide the field from display. |
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Most of the formatting options available to you are accessed through the format menus. However, once your report has been generated you can use some drag and drop formatting options to change the layout of your report.
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.
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You can change the order of your columns directly on the screen. This option is only available for 'column' ‘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.
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