How do I change the report look and feel?

These controls will allow you to control the visual flow of the elements in your report as they appear on the report viewer.

1. Navigate to the EPM Live Analytics Reports Page

  1. On the navigation menu, select Reports to open the Business Intelligence Center.
  2. Click EPM Live Analytics.

2. Open Report Designer

  1. If you are on the Reports landing page, hover over a report to show the Print and Edit icon buttons.  Click the Edit icon.  -- Or --
  2. If you are already viewing a report, click the Open in Designer icon.

3. Navigate to Style Tab

Select the Style tab.

4. Select Style Settings

These controls will allow you to control the visual flow of the elements in your report as they appear on the report viewer.

  1. Minimize Grid Width: Adjusts the margins of the data grid to match the size of the data. This can result in columns that are not uniform size.
  2. Columns Width:
  3. Items Per Page: Set the number of items shown per page in the report viewer.

5. Visual Group Style

The grouping styles are applicable when more than one VG (grouping) is in use Most of the styles you can choose from will put the VG grouped fields at the top of the report and the non-grouped fields will then be displayed in a normal grid. The bottom two options are the exception to this, and provide users with more control over what data they are viewing by allowing them to click on the (+)/(-) symbols. This will expand or collapse the container for each level of data.

  • Comma Delimited
  • Comma Delimited With Labels
  • Line Delimited
  • Line Demlimited With Labels
  • Field Value
  • Multi Level
  • Multi Level With Labels
  • Analysis Grid
  • VG Hierarchy

5.1. Comma Delimited Visual Group Style

5.2. Comma Delimited With Labels Visual Group Style

5.3. Line Delimited Visual Group Style

5.4. Line Delimited With Labels Visual Group Style

5.5. Field Value Visual Group Style

5.6. Multi Level Visual Group Style

5.7. Multi Level With Labels Visual Group Style

5.8. Analysis Grid Visual Group Style

The analysis grid VG style will initially start with every expandable row collapsed. When you click on the (+) next to the value, it will expand that section of the analysis grid and display the data inside. You can have multiple levels nested inside each container and the system will automatically calculate the totals for numeric fields inside the non-visual-grouped fields.

5.9. VG Hierarchy Visual Group Style

The VG hierarchy style will create a flat hierarchical representation of the data using the visual group fields as containers. But instead of displaying each level of the hierarchy below the container field's value, it displays it to the right. It also displays all levels expanded by default instead of collapsed by default. You can expand or collapse containers like with the analysis grid.  If you attempt to expand a level without also expanding the one before it, nothing will happen. But if you then click the level before it, then all the data within the child level will be expanded as well. If you click the parent level first, then all the child levels will retain the expanded/collapsed state they had when you closed the parent level. Below is an example of the VG hierarchy.

6. Report Order

The Report Order sets the order of items included in the report (Summary, Charts, Gauge, Map, and Detail sections). The detail grid is the one created on the Fields tab.

7. Field|Value Settings

  1. Field|Value Column Pairs: Set the field value style for multiple columns displaying on one row.
  2. Show Main Report in Field|Value Style: set whether the entire detail grid will be shown using the field value style defined above.
  3. Show Summary Report in Field|Value Style: Set whether the summary grid uses the field value style defined above.



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