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  Formatting Reports in Interactive Viewer
Figure 13-18 Conditional Formatting in Interactive Viewer
You can affect the formatting of one column based on the value in another column. For example, if you 
select the CustomerName column, you can base the condition on the creditRank column so that 
conditional formatting applies to the customer name if the customer’s creditRank is a particular value.
You set various types of comparisons, such as whether the data in the comparison column is null or False. 
You can also compare the column value to one or two other values. For example, you can specify that 
data that is less than or equal to a value triggers the conditional formatting. 
You also can check whether a value is between or not between two values. For example, you can specify 
conditional formatting to apply if the order total is between $10,000 and $100,000. With this setting, the 
names of all customers whose orders total between $10,000 and $100,000 take the conditional 
formatting.
After you create the condition, you set the format in which to display data that meets the condition. The 
format applies to the column in Select Column, not to the column you use to set the condition.
Setting Conditional Formatting for Columns
You can set conditional formatting or modify conditional formatting for a column.
Step 1Right-click on the column that you want to display the conditional formatting. 
The context menu appears.
Step 2Select Style > Conditional Formatting. 
The Conditional Formatting dialog box appears. The Selected Column field displays the name of the 
column that will display the conditional format.
Step 3Set the conditional formatting rule:
a.In the first drop-down list, select the column that contains the values that determine whether the 
conditional format takes effect. For example, if the condition is that customer names should appear 
in blue if customer numbers are between 1000 and 1999, select CustomerNumber.
The column you select in this field can be the same as or different from the column in Selected 
Column. 
						

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b.In the next field, use the drop-down list to select the operator to apply to the column you selected. 
You can select Equal to, Less than, Less than or Equal to, and so on.
Depending on your selection, zero, one, or two fields appear to the right. If you selected Is Null, Is 
Not Null, Is True, or Is False, zero fields appear to the right. If you selected an operator that requires 
a comparison between two values, one or more additional fields appear. 
c.Enter a comparison value in each field that appears to the right, if any.
For example, if you selected Less than or Equal to, a third field appears, as shown in Figure 13-19. 
In this field, you type the comparison value. All data that is less than or equal to your value triggers 
the conditional formatting.
Figure 13-19 Comparison Value Field
If you selected Between or Not Between, two fields appear to the right. In these fields, type the lower 
and upper values, respectively. For example, in the third field, type an order total of 10,000 and in 
the fourth field, type an order total of 100,000, as shown in Figure 13-20. 
The names of all customers whose orders total between $10,000 and $100,000 take the conditional 
formatting.
Figure 13-20 Two Comparison Value Fields Appear for the Between Operator
The values for the comparison can be typed in directly or derived from the specified report column. 
Select Change Value to display the Value dialog, as shown in Figure 13-21.
Figure 13-21 Specifying Literal or Column Values
A literal value can be directly typed or chosen from a list of values in the specified column. They 
also can be derived from the values in another specified column in the report. 
						

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Step 4On Conditional Formatting, choose Format, and set the formatting for the conditional text. You can set 
the font, font size, font color, and background color. You also can specifying displaying the data in bold, 
italic, or underlined font style. 
Step 5You set the formatting by using the same Font dialog box used for formatting labels, as shown in 
Figure 13-22. 
Figure 13-22 The Font Dialog Box
After you set the format, the Preview section of the window shows the formatting you selected.
To add additional conditional formatting rules, select Add Rule and repeat steps 3 and 4 for each new 
rule.
Step 6Click Apply. 
The report design appears with the specified conditional formatting applied.
Deleting Conditional Formatting
To remove conditional formatting for a column:
Step 1Select and right-click the column. 
Step 2Select Style > Conditional Formatting. 
Step 3In the Conditional Formatting dialog box, click Delete Rule for each conditional formatting rule you 
want to delete, as shown in Figure 13-23. 
To remove all conditional formatting for a column, delete all the conditional formatting rules. 
						

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Figure 13-23 Removing a Conditional Format in Interactive Viewer
Step 4
Click Apply.
Setting and Removing Page Breaks in Detail Columns
In Interactive Viewer, you can force page breaks after a preset number of rows. 
Step 1Select and right-click a detail column. 
Step 2From the context menu, select Group > Page Break. 
The Page Break window appears.
Step 3In the Interval field, enter a numerical value for the row after which you want to force a page break.
Step 4Click Apply.
Setting and Removing Page Breaks in a Group Column
In Interactive Viewer, if your report design has grouped data, you can set page breaks before or after the 
grouped data. 
Step 1Select and right-click a grouped column. 
Step 2From the context menu, choose Group > Page Break. 
The Page Break window appears, as shown in Figure 13-24. 
						

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Figure 13-24 Setting a Page Break
Step 3
Specify whether to set a page break before every group, or for every group except the first or last groups. 
To delete an existing page break, select None in Before group or After group.
Step 4Click Apply.
Organizing Report Data
You can use Interactive Viewer to organize report data. 
This section contains the following topics:
Displaying and Organizing Report Data, page 13-41
Merging Columns, page 13-45
Sorting Data, page 13-47
Grouping Data, page 13-48
Creating Report Calculations, page 13-51
Working with Aggregate Data, page 13-62
Displaying and Organizing Report Data
After you access a data source and select the data set to use, you determine the best way to display the 
data in a report. There are several ways to organize data sets:
Sort a data column in ascending or descending order. 
Organize data into groups. A group displays all the information about a type of item in one place. 
For example, you can display all the information about one customer, then all the information about 
the next customer, and so on. 
Create aggregate data. At the end of a customer group, for example, you can display the total amount 
of the customer’s purchases or the average amount of each order. You can also create calculations, 
such as sums, standard deviations, rankings, and differences. 
						

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Reordering Columns in Interactive Viewer
To reorder columns:
Step 1Select and right-click a column. 
Step 2From the context menu, select Column > Reorder Columns.
The Arrange Columns window appears
Step 3Select the column you want to move. 
NoteYou can select only detail rows, not groups or sections. 
Step 4Click the up or down arrows at the right until the column is in the correct position. 
Step 5Click Apply.
Moving Data Values from Columns to Group Headers
You can move data values from the details rows of a column to column headers.
Step 1Select and right-click on a column. 
For example, Figure 13-25 shows the customer Name column as the selected column.
Figure 13-25 Report Displaying Customers Grouped by Country
Step 2
Select Column > Move to Group Header. 
The Move to Group Header window appears, as shown in Figure 13-26. 
						

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Figure 13-26 Move to Group Header Dialog Box
Step 3
From the Move to Group field, select a value.
Step 4In the Header row field, select the row number in which to move the value you selected in Step 3.
Step 5Click Apply. 
The data value from the first detail row in each group appears in each group header, as shown in 
Figure 13-27. The Name column displays one customer name beside each country group header.
Figure 13-27 Report Displaying Customer Name in Each Group Header
Removing Columns 
To remove a column, select the column and click Delete. When you remove a column from the report, 
you are not deleting the column from the information object or other data source.
To remove multiple columns, press Ctrl and select the columns to remove. Then, click Delete. 
						

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Hiding or Displaying Report Items
To hide or display report items:
Step 1Select and right-click a column. 
Step 2Select Hide or Show Items. 
The Hide or Show Items dialog box appears, similar to Figure 13-28.
Figure 13-28 Hiding or Displaying Report Items
Step 3
Select any items you want to hide or Deselect any hidden items you want to display.
To display all hidden items, click Clear. 
Step 4Click Apply.
Hiding Columns
To hide or display columns:
Step 1Select and right-click a column. 
Step 2Select Column > Hide Column. 
Interactive Viewer displays the report without the hidden column. 
						

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Displaying Hidden Columns
TO display hidden columns:
Step 1Select and right-click a column. 
Step 2Select Column > Show Columns. 
The Show Columns dialog box appears.
Step 3Select any items you want to display. Use Ctrl to select several columns. 
Step 4Click Apply.
Merging Columns
You can merge the data from two or more columns into one column. For example, in Figure 13-29 the 
columns under the City and state or province column header are separate.
Figure 13-29 Separate Columns
In Figure 13-30, the data from these two columns is merged into one column. 
						

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Figure 13-30 Merged Column
To merge data in multiple columns:
Step 1Select and right-click the columns
Step 2Select Column > Merge Columns.
Selecting a Column from a Merged Column
You can aggregate, filter, and group data in a column that contains data that is merged from multiple 
columns. You must first select one of the columns on which to aggregate, filter, or group data.
To select one column from a merged column,
Step 1Select and right-click the merged column, then select a command to apply from the context menu, such 
as Aggregation, Filter > Filter, or Group > Add Group. 
The Select data item dialog box appears.
Step 2From the Select data drop-down list, select the column name to which you want to apply the command, 
then click Apply.
If you must provide more information to apply a command, Interactive Viewer displays a dialog box. For 
example, if you choose Aggregation, the Aggregation dialog box appears.