Styles in Excel Stories How-To Guide

Apply Standard Style

• Users can select a style template by clicking on the Edit button in the Styles field under Options.

• When the Edit button is clicked, a popup with a list of existing style templates is displayed.

• JustPerform standard style templates available in the workspace are displayed under Global.

• Users can review and select a style. Update and refresh the template to apply the format to the template.

Based on the template type (Report or Input), users can choose a suitable format style. For example:

• If the template type is a report, the Global Report style template can be selected. When the report is generated, the grid data will have white data cells, indicating they are read-only.

• If the template type is input, the user selects the style as Global Input style template. When input is created, the rows and columns with members at a base level (for input) will be displayed in yellow color.

Create New Style Template

Apart from default styles for templates, users can also create their own styles based on the formatting requirements of templates. Create a style template that comprises many styles for each type of information/data. Each style corresponds to a specific format applied to specific axes, members, or data.

Create Style Template

1. Go to Options on the Design pane, and click the Manage button at Styles. The system will navigate to the style creation screen.

2. Click on the Plus icon to create a new style template and provide the style template name.

3. Choose whether the style template is saved as Global or Book.

Create Styles

1. Click the Add button to add new styles for each type of axis/data.

2. Use the Apply to dropdown to select the layout section to apply the style or format:

   • Row Axis Heading: Applies to the header of the row axis.

   • Row Axis Member: Applies to field members in the row axis.

   • Column Axis Member: Applies to field members in the column axis.

   • Row Data: Defines the format for the data grid displayed in rows.

   • Column Data: Defines the format for the data grid displayed in columns.

   

3. Select the member type for which you want to apply the style:

   • Input: Apply the format for imputable or base-level/children members. This option is for identifying the members for the Input type in the template.

   • Calculated: Define the format for the calculated/parent/group members created in the template, i.e., for members which are calculated/aggregated from child/base members.

   • By Member: Define a specific format for individual selected members based on the model and field. When selected with this option, additional fields like Model, Fields, and specific members are to be selected to apply the format. Additional details:

     Model: Select an applicable model from the dropdown list, displaying all available models.

     Fields: Select from the Update List the specific fields required. All the fields assigned to the above-selected model will be shown. Select the specific field to be taken as the basis for formatting.

     Click on Filter to identify specific members applicable to the format

   • Apply to Properties: Additional optional field to choose and apply the format on specific properties. By default, the format applies to members selected above.

     1. Option to select formatting based on a specific property/attribute, for example, only accounts with Account Type property = INC can be applied format.

     2. To select the dimension property, users click on the Update List button and then choose the appropriate attribute of fields which is already selected in Fields above.

4. Apply the formatting on any Excel cell in the worksheet and then click Pick from Cell.

   Note: Formatting is applied on the Excel cell and then the system can pick up the format of the cell and apply it to the complete template based on options. No additional skill/learning is required for applying the format to the JustPerform template. It's that simple.

5. Click Save to save the style.

Similarly, create different styles by following the same steps 1-5 for each type of data/axis member/specific members, etc. Once completed with styles, this is saved as a style template and can be used for any JustPerform template in the workbook or workspace (either Global/Book) by Apply Style function.

Tip: Update & Refresh to view the Impact of Style on the template.

Sequencing Priority

Styles are applied based on the order of sequence displayed on the style template. One of the key points is JustPerform's ability to apply styles based on priority. The style priority will be applied from top to bottom, and the last style will be given the last priority. To move or sequence the styles above or below, click on the ellipsis symbol to choose the respective style, move up or down, and the selected style will be moved above or below.

Delete Style

To delete an available style, click the ellipsis symbol at the style and choose the Delete option. The selected style will be removed.

Style Template Options

Select Style Template: On the Design Pane, under the Options section, click on the Edit button under Styles to select the created style template.

For the options below, refer to the header options in the Style creation pane.

• Delete Style Template: Delete the style template completely from the system.

• Copy Style Template: Copy as a new style template and provide a new name.

• Edit Style Template: Edit the name and details of the style template.