Styling a Table on a Grid Page

You can style the appearance of a table on a grid page by changing fonts, colors, alignment, and so on.

Context

Options for styling a table on a grid page are different from the options for styling a table on a canvas page. For information on styling a table that is included on a canvas page, see Styling Options for Tables on a Canvas Page.

Procedure

  1. Select a table.
  2. Freeze or unfreeze rows and columns.
    1. Select a cell in the table.

      When selecting cells to apply style changes to, you can apply the change to an entire region or to specific cells. Regions include Title, Header region, and Data region. Clicking once will select the region and a second click will select a specific cell.

    2. In the menu bar, select (Freeze).

      Select Freeze up to Row, or Freeze up to Column. You can freeze both rows and columns in the same table.

  3. Show or hide table elements.
    1. In the menu bar, select (Show/Hide Grid Elements).
    2. Select Grid, Column / Row Headers, or Freeze Lines.

      By default, all elements are visible. Additional elements can be hidden using the table toolbar. For more information, see Table Menu Options on Story Pages.

  4. Select one or more cells.
  5. Open the Designer panel and select (Styling).
  6. Apply styling options.

Results

The available options change depending on which area of the table you are in.

  • Table Properties

    Styling Options

    Description

    Templates
    Apply a preset template to the table:

    • Default

      Includes different column heading lines for each type of planning version (Actual, Forecast, and so on).

      Color Fill for Editable Cells: Provide a color for cells that can be edited.

    • Report Styling

      Not every option is available for every template:
      • Frequency of Reading Lines: Changes the number of lines displayed for ease of reading. By default this is set to one line per row.
      • Show group lines: Displays a line around groups in the table.
    • Alternating Rows

    • Basic (previously Standard)

      A simple design that includes gridlines and shading for row and column headings.
    Drill Icon

    Lets you choose the color of the drill icon. This makes it easier to see the expand/collapse arrows in your table after you've changed the background color.
    Threshold Style
    Changes how threshold cell data is displayed.
    • Symbol (default) – use the story-defined symbols and colors for the threshold ranges.
    • Color Values – the threshold colors are applied to the cell data.
    • Color Background – the threshold colors are applied to the cell background.
    • Color Background Without Values – the threshold colors are applied to the cell background and the values are hidden.

  • Style

    A Default style is applied to all cells.

    You can create a new style which can be applied to cells in the current table, or to cells in other tables in the story:

    1. Select (Add Style).

    2. Enter a name for the style.

    3. Choose a font and other options.

    4. Apply the changes.

  • Formatting Rules

    You can cascade text style changes along hierarchies, either to siblings, descendants, or children. The style changes are also applied to new members in the hierarchy.

    1. Select a table cell.

    2. Select Add Formatting Rule.

    3. Provide a name for your rule.

    4. Select the level to apply the formatting to:
      • Self
      • Self & Children
      • Self & Siblings
      • Self & Descendants
      • Children
      • Descendants

    5. Select an existing style or create a new one.

    6. Set the Read-Only Settings:
      • Not applied
      • Read-only
      • Editable

    7. When finished, select OK.

    The table cells are updated with the new style.

  • Font

    You can change the following options:

    • Text Selection
    • Font
    • Size
    • Color: choose from available colors or choose More to display the color selector and opacity selector.
    • Style
    • Alignment

  • Cell

    Styling Options

    Description

    Merge

    Merge cells.

    Fill

    Choose from available colors or choose More to display the color selector and opacity selector.

    Wrap

    Choose to wrap text for a cell or for a column.

    Row

    Add or delete a Row: the selected cell must be above or below the table.

    Column

    Add or delete a Column: the selected cell must be to the right or the left of the table.

  • Lines

    Add lines to selected area or cell:

    • Simple Line: a narrow line between cells.

    • Decoration Line: a wider line between cells.

    For each line, you can set different values:

    • Alignment

    • Line width

    • Color

    • Pattern

    • Style

    • Left Padding or Right Padding: you can add padding to the left or right side of a cell.

  • Number Format

    Styling Options

    Description

    Measure Selection

    Choose an included measure to apply the formatting to.

    Scale

    Select how to display the numbers on an axis: whether to show all digits for each data point or to display the values as thousands, millions, or billions.

    • Unformatted

    • Thousand

    • Million

    • Billion

    • Auto-formatted: picks the best scale for the values.

      For example, if the values are below zero when the number format is set to Million, then Auto-formatted changes the format to Thousand.

    Scale Format
    • Default
    • k, m, bn
    • Thousand, Million, Billion

    Display unit / Currencies

    Select whether to display scale units and currencies in the same cell as the numeric value or in a row or column header.

    Decimal Places

    Select the number of decimal places to display.

    Show Sign As
    • Default
    • + / -
    • ( ): brackets will appear around negative values instead of a minus sign.

    Select (Reset to auto) to undo any changes, and return all table values to the default unit setting.

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