Editing Report Palette Cells

Each cell in the report palette has an identifier that defines its location on the grid (column and row). You can reference data in other cells using these identifiers.

Cell definitions contain strings that can be numbers, text, numeric expressions, macros, other cell references, calculation references, or variables.

To add an item to a report palette cell:

  1. Unlock the report palette if it is locked.

  2. Do one of the following:

    • Double-click the cell that you want to edit.
    • Right-click the cell that you want to edit, and then select Palette > Edit Item.

    The Edit Item Closeddialog box opens.

    Edit item dialog box, cell definition tab.

  3. In the item definition box, enter the information that you want to add.

    • If the text is numeric, do not include commas as group separators.
    • If the text is a negative number, precede the number with a minus sign.
    • If the text is an algebraic expression, do not include an equal sign.
    • If the text is a date in the format YYYY-MM, enclose the date in quotation marks. Otherwise, it will be interpreted as an algebraic expression instead of string data.
    • If you want to reference an existing macro or QuickView, select the macro or QuickView from the report macro/QuickView list.

      NOTE: If you want to use text variables, proceed to step 10.

  4. If you want to change what displays on the report palette when the item definition string returns an error, select an option from the Error Closedlist.

  5. If you want to hide the cell row in the event of an error or all the time, select an option on the Hide Row Closedlist.

  6. Select Start on new page if you want to insert a page breaklevel on the report palette.

  7. If you want to change the format of numeric text, click the Format tab, clear the Use Default Format check box, and set the Closedformat options:

  8. If you want the cell contents to wrap, click the Column Fit tab, and then select Wrap Words in Column or Wrap Characters in Column.

  9. Click the Style Closedtab to format the report with a predefined or customized style.

  10. To add a text variable, click the Text tab, and enter the text variable in the Preceding Text or Trailing Text box.

    Because report palettes can reference more than one cBase or model, some text variables require a cBase or model name, including the DiveLine path from root as a parameter or argument. For example:

    $BUILD_DATE(\Training\sales_0.cBase)

    Text variables are case-sensitive.

  11. To add a border to the cell, click the Border tab, and select border options.

  12. To set the added item as an active link, click the Link Closedtab, and set the link options:

See also: