Setting Up Form Formatting and Display Type

To work with the tool in Foresight Analytics Platform 10, use the new interface.

Setting Up Data Entry Form Formatting and Display Type

To enhance data visualization capabilities and data entry form functions, in the designer of business applications connect plugins. Plugins can be connected on separate sheets of data entry form.

Setting Up Form Display Type

To change zoom:

Click the Zoom button. The drop-down menu opens:

Execute one of the operations:

Select the radio button next to one of the predefined zoom values.
Select the Custom item. The Zoom dialog box opens to specify the custom zoom value:

Focus on the sheet and scroll the mouse wheel while holding down the CTRL key. Scroll up the mouse wheel to zoom in and scroll down to zoom out.

To display full-sized form, click the 100% button.

To keep form areas visible on scrolling the rest, freeze the required areas:

To freeze the first row, select the Freeze First Row item in the drop-down menu of the Freeze Areas button.
To freeze the leftmost column, select the Freeze First Column item in the drop-down menu of the Freeze Areas button.
To freeze the area including several rows and columns:

Select the cell, which top left corner will determine fixed rows and columns.
Select the Freeze Areas item in the Freeze Areas drop-down menu of the button.

To unfreeze areas, select the Freeze Areas > Unfreeze Areas item in the Layout group.

To show or hide scrollbars, formula bar, headers and grid, select or deselect the checkbox.

To autofit size by row or column contents, click the Fit Row Height/ Fit Column Width buttons.

When working with business processes to execute process steps, use the panel and the Processes tab. To show or hide panel and tab, press or release the Process Tree button of the Panels group.

NOTE. The Process Tree button is available only if the Business Process Management extension is installed.

Setting Up Form Formatting

NOTE. Formatting setup is available only in the desktop application. When viewing a data entry form, tab appearance depends on the IsUserDataEnabled parameter contained in the registry key [HKEY_CURRENT_USER\Software\Foresight\Foresight Analytics Platform\10.0\Reporter\Options].

Available area types: corner, sidehead, heading, data, selected area, all table, dimension, level, element, indicator, selected columns, numbering by columns, numbering by rows.

For areas: dimension, level, element - one can set up different formatting for headers and data. To do this, use the Headers/Data buttons in the Current Fragment group. Only one button can be hold, on clicking one button, the other is automatically released. The Data button is pressed by default.

If sidehead or heading display several dimensions, formatting settings for data apply only if they are set for:

NOTE. On tucking, the area type and formatting of tucked dimension element will change to area type and formatting of dimension element to which tucking is executed.

Formatting settings of headers are saved in the same way as all other formatting settings.

The setup is executed in the Text group and is the same as for the font format setup in the Reports tool.

To set up fill, click the Fill on the Format ribbon tab. Select fill color in the button's drop-down menu.

To set up borders, click the Border button on the Format ribbon tab. Select border type and its color in the button's drop-down menu.

NOTE. The web application does not support displaying diagonals for table cell. Table elements are formatted according to formatting order and can be overlapped by other formatting.

The setup is executed in the Number group. In the drop-down list select one of the supported data formats: general, number, currency, date, time, percentage, exponential, text.

To set up data format, use the buttons:

- conversion to currency format. To select currency, use the drop-down menu of the button.
- conversion to percentage format.
- conversion to number format and displaying two decimal places after point.
- decreasing or increasing the number of decimal places. It is used to display less or more precise values.

To set up cell formatting, use the Formatting standard dialog box. To open the dialog box, click the Set Formatting button of the Formatting group. Dialog box tabs include advanced settings presented on the Format ribbon tab.

NOTE. The cell formatting dialog box contains the following tabs in data entry forms: Number format, Font, Fill, Alignment, Borders, Other.

To limit value types on data entry and adding entry mask to form cells, use value editor.

To cancel the use of selected formatting for an area, click the

Reset Style button of the Formatting group, the button becomes active after formatting setup.

Formatting Features of the Indicator Name Area

The formatting is applied for elements of selected indicator. On adding elements to selection, the formatting will be applied to added elements.

The formatting is available on displaying indicator name. If name is hidden, the formatting setup will be unavailable. If the style is defined previously, it will be applied but note that this style cannot be reset.

Formatting Features of the Selected Columns Area

Formatting priority of the Selected Columns area is higher than for all other areas.

If heading has several cells, the formatting priority is higher for the lower row.

Formatting Features of the Selected Area Area

When formatting table area, use the Selected Area type only if on building a table area the Use Sheet Formatting checkbox is selected.