This article demonstrates some Basic Formatting for report column headings and fields in Lambda Analytics (Zoola).
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Introduction to Column Formatting
You can format columns of reports in the report viewer through the Format Column window. To open the Format Column window:
1. Click the heading of the column you wish to format. The Column Menu appears.
2. Hover over the Column Formatting icon and select Formatting. The Format Column window appears.
The Format Column window is separated into two tabs: the Basic Formatting and Conditional Formatting tabs. You can format multiple columns in succession by using the Next Column button.
You can format columns of Reports in the Report Viewer through the Format Column window. To open the format column window, click the heading of the column you wish to format.
Basic Formatting
You can customize the basic formatting of column headings and fields using the Format Column dialog. To launch this window from the Report Viewer, hover over the Formatting icon and select Formatting from the context menu.
From the Format Column dialog, you can alter a column's basic formatting or apply conditional formatting to a column.
Column formatting options include: heading text; font type, size, and style, and colour; and text alignment.
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In longer reports, columns have floating headers. If your report extends past your browser frame, use the vertical scroll bar to move up and down the list. If you do not see a vertical scroll bar, try increasing the width of your browser window.
To customize your column formatting:
1. Run your report, so it opens in the Report Viewer.
2. Click the header or field of the column you would like to format.
3. Hover over the Basic Formatting tab, and change the following options if needed.
Apply To: Select the part of the column you would like to apply formatting to.
Heading Text: Type new heading text to replace the current text.
Font: Scroll through the menu to select a font.
Size: Scroll through the menu to select a font size.
Style: Click to select Bold, Italic, or Underlined text.
Colour (Background): Click to open the background colour picker, and then click to select the background colour.
Colour (Font): Click to open the font colour picker, and then click to select the text colour.
Alignment: Click to select Left, Centre, or Right alignment.
4. If needed, click Previous Column or Next Column to change the formatting for an adjacent column.
5. Once you are complete, click OK.
Conditional Formatting
When using conditional formatting, you can highlight data that meets specific criteria - such as stores that surpass a specific sales amount.
To create a condition:
1. Run your report, so it opens in the Report Viewer.
2. Click the header or field of the column you would like to format.
3. Hover over the Formatting icon, and select Formatting from the context menu.
4. Click the Conditional Formatting.
5. In the Apply To box, select the part of the column you would like to apply formatting to.
6. Click Add. This adds a line item in the Conditions List.
7. Fill in the following information:
Operator: Use the drop-down menu to define how the condition is compared to the column data.
Condition: Enter the condition criteria.
Format: Select the formatting applied to fields meeting the defined condition.
8. Repeat if needed to add multiple conditions to a column.
If you have multiple conditions, you may want to reorder them, to ensure they do not conflict with each other. Use the Upward and Downward icons to move conditions in the hierarchy.
9. If needed, click the Previous or Next Columns to change the conditional formatting for an adjacent column.
10. Click OK.