Creating Data Formats

 

To improve the readability of your charts and reports, Envision allows you to apply formatting to numbers, dates, and special outcomes as missing and overflow data. For example, you can format a number as a currency, so that 10.40 displays as $10.40.

In addition to the default format, Envision also allows you to create additional formats while creating visualizations such as charts and reports such as number and conditional formats. The data format only affects the visible output; the data is not modified at the database level.

Creating a default data format

1.   On the Filters and Settings pane, select the Settings tabbed page.

2.   Click the icon to configure the report settings, and then click the icon next to Data Format.

3.   In the Add/Edit Data format dialog box, click the + icon to create a new data format.

4.   Select the Default Format tabbed page, and then specify the following details:

For Specify
Name Specify a name for the new format definition.
Decimal Separator Select the separator to be used to separate decimals from the integer part from the list. Options are: .(dot) and ,(comma).
Group Separator Select the separator for the thousands position from the list. Options are: .(dot) and ,(comma).
Precision Specify the precision or the number of digits for rounding off decimal numbers.
Prefix Specify the prefix for distinguishing between positive and negative values.
Scale Specify the scale factor for the data range to be displayed.
Suffix Specify the suffix for distinguishing between positive and negative values.
fgColor Specify the foreground color to be used for positive and negative values.
bgColor Specify the background color to be used for positive and negative values.

5.   Click Save to save the new format definition.

Optionally, click Restore Defaults to restore the default settings, or click Cancel to discard the changes that you have made.

Creating a new number format

1.   In the Add/Edit Data format dialog box, select the Number Format tabbed page, and then specify the following details:

For Specify
Name Specify a name for the new format definition.
Decimal Separator Select the separator to be used to separate decimals from the integer part from the list. Options are: .(dot) and ,(comma).
Group Separator Select the separator for the thousands position from the list. Options are: .(dot) and ,(comma).
Precision Specify the precision or the number of digits for rounding off decimal numbers.
Min Specify the minimum value for the data range.
Max Specify the maximum value for the data range.
Prefix Specify the prefix for distinguishing between positive and negative values.
Scale Specify the scale factor for the data range to be displayed.
Suffix Specify the suffix for distinguishing between positive and negative values.

2.   Click the + icon at the end of the row to add a row. Optionally, click the X  icon to delete a row.

3.   Click Save to save the new format definition.

Optionally, click Restore Defaults to restore the default settings, or click Cancel to discard the changes that you have made.

Creating a new conditional format

1.   In the Add/Edit Data format dialog box, select the Conditional Format tabbed page, and then specify the following details:

For Specify
Name Specify a name for the new format definition.
Decimal Separator Select the separator to be used to separate decimals from the integer part from the list. Options are: .(dot) and ,(comma).
Group Separator Select the separator for the thousands position from the list. Options are: .(dot) and ,(comma).
Precision Specify the precision or the number of digits for rounding off decimal numbers.
Condition Select the condition from the list.
Value1 Specify the 'from' range to which the condition is applied.
Value2 Specify the 'to' range to which the condition is applied.
fgColor Specify the foreground color to be used for positive and negative values.
bgColor Specify the background color to be used for positive and negative values.

2.   Click the + icon at the end of the row to add a row.

Optionally, click the X icon to delete a row.

3.   Click Save to save the new format definition.

Optionally, click Restore Defaults to restore the default settings, or click Cancel to discard the changes that you have made.