Apply Style and Formatting to Fields

Select the edit button for a Data Field to display the Edit Data Field dialog.

To apply formatting to the field value, select the Styles & Formatting Options icon to display the Styles & Formatting dialog.

From the Format dropdown, you can choose the type for formatting options you want to apply:

• General (default)

• Numbers - provides additional options for formatting numbers.

• Text provides the same formatting options as the General option, but treats the field as text only. For example, removing a checkbox for a boolean value.

When a field has multiple values (for example, a series of keywords) you can choose how to style those values, as a list, bulleted list or numbered list.

The toolbar allows you to apply different formatting to text.

	Size	Choose the size of the font.
	Color	Select a color.
	Bold	Apply bold to all text.
	Italics	Apply italics to all text.
	Underline	Apply underline to all text.
	Change Display Text	Append text before or after the value of the field text. <> Represents the field value. Examples: $<> puts the $ before the field value. <> million puts the word "million" after the field value.      an empty field will replace the field value with nothing.

When you select numbers from the Format dropdown, you get different formatting options.

Min. Fraction Digits	Display the minimum number of digits after the decimal separator. For example, setting the minimum fraction digits to 3 displays the value of 1 as 1.000.
Max. Fraction Digits	Display the maximum number of digits after the decimal separator and rounds the value when truncated. For example, setting the maximum fraction digits to 2 displays the value of 1 as 1.6666 as 1.67.
Large Value Threshold	Display the abbreviation of a unit. For example, setting the threshold to: M (Million), displays the value of 1230000 as 1.23 M. k (Thousands), displays the value of 1230000 as 1,230 k.
Custom Equation	Display the value using a common math expression such as 2n, n/10. The n in this case refers to the original value displayed in the field, and the equation is applied onto the original value, as shown in the following example:
Thousands Separator	Select yes to include thousands separators.

You can apply conditions to the formatting, for example:

• apply colour coding based on numeric values.
• remove bold from values that are empty or zero.
• apply bold styles to values that are more than the set minimum value.

Add Conditional Formatting

To add conditional formatting, select the Add Conditional Formatting option. A conditional formatting box will be added.

Setting a Condition

To set a condition:

• select the required condition from the When value dropdown

• enter the required value in the right, if required.

• set the formatting required for values matching the condition.

Combining conditions

To combine conditions within the same Conditional Formatting box, select add another condition. For example, you can check if a value falls within a range by combining "is greater than" with "is less than or equal to".

Remove a condition

To remove conditional formatting, click on the remove icon .

Multiple conditions

You can add multiple conditions, as shown in the example below.

• For values that equal 0, the Change Text Display option is empty so no value is displayed.

• For values less than 0, the value is displayed as red text.

• For values greater than 0, the value is displayed as green text.