Conditional Formatting

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You can highlight certain column cells that meet a specific condition using the Conditional Formatting menu.

To invoke this menu, right-click the column to which a formatting rule should be applied and select Conditional Formatting.

Available format rules are displayed when expanding the Conditional Formatting menu.

Different options are supported for different columns (depending on the type of data a clicked column displays

Highlighting Cells that Meet a Specific Condition

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Choose the Highlight Cell Rules menu item.

Select the condition type. You can use one of the predefined conditions (the Greater Than…, Less Than.., Between… and Equal To… menu items), provide a custom condition (the Custom Condition.. item) or format cells that contain the specified text (Text that Contains…) or refer to a certain date interval(s) (A Date Occurring…).

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Based on the selected condition type, an appropriate dialog window is invoked. You need to either enter a constant to be compared with the column’s values, or select desired check boxes related to dates, or construct a custom condition in the dedicated editor. After that, choose a format style in the dropdown list, and click the OK button. To apply formatting to an entire row instead of a single cell, select the corresponding check box.

Highlighting Top or Bottom Cell Values

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Choose the Top/Bottom Rules menu item.

Select the rule type. You can highlight cells that contain the highest or lowest values (the Top 10%…, Bottom 10%…, Top 10 Items… and Bottom 10 Items… menu items), and values that are above or below the column’s average (Above Average and Below Average).

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According to the selected rule type, an appropriate dialog window is invoked. Enter a cutoff value (where required), choose a format style in the dropdown list, and click the OK button. To apply formatting to an entire row instead of a single cell, select the corresponding check box.

Highlighting Unique or Duplicate Cell Values

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Choose the Unique/Duplicate Rules menu item.

Select the rule type.

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In the invoked dialog window, choose a format style in the dropdown list, and click the OK button. To apply formatting to an entire row instead of a single cell, select the corresponding check box.

Highlighting Cells Using Data Bars

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A data bar fills a cell according to the ratio of the cell’s value to the highest and smallest column values. A longer bar corresponds to a higher value, and a shorter bar corresponds to a lower value.

To apply a data bar format, do the following

  1. Choose the Data Bars menu item.
  2. Select the bar style format. Solid bars and bars with gradient fills are available in various colors.

Applying Color Scales

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This format shows data distribution and variation using color scales. A cell is filled with the background color that is calculated according to the ratio of the cell’s value to the highest and smallest column values. A two-color scale specifies two colors, which represent the minimum and maximum column values. Cell values residing between the minimum and maximum values are painted using a shade of these colors. A three-color scale additionally defines a color for the middle value and so, uses a gradation of three colors.

Choose the Color Scales menu item.

Select one of the predefined two or three-color scales.

Highlighting Cells Using Predefined Icons

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Icon sets allow you to classify column values into several ranges separated by threshold values, and display a specific icon in a column cell according to the range to which this cell value belongs. In the Positive/Negative group, the available icon sets divide column values into three ranges: positive values, negative values and values equal to zero.

Choose the Icon Sets menu item.

Select one of the predefined icon sets.

Deleting Rules

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If you have already applied one or more rules to columns, the additional Clear Rules item is displayed at the second level of the Conditional Formatting menu.

You can do one of the following.

  1. To delete conditional formatting rules from the target column, click the Clear Rules from This Column menu item. If the column has no rules applied to it, this item is not shown.

  2. To delete formatting rules from all columns, click the Clear Rules from All Columns menu item .

Showing Summaries

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To change the type of summary for a specific column or apply a summary, do the following:

  1. Right-click a region within a group footer or grid footer under a specific column. A context menu displaying a list of supported summary types will be displayed.

  2. Select the required option from the context menu.

To calculate summaries against all nodes, ensure that the All Nodes menu check item is checked. To calculate summaries against root nodes only, uncheck the All Nodes check item.

Filtering Data

Filter Dropdown List

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Hover over the column header and click the filter button within the column header that appears.

Creating a Simple Filter

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Invoke the filter dropdown list containing available filter values.

Select the required filter value in the filter dropdown list.

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For date-time columns, the filter dropdown list is displayed as a calendar.

To apply the filter, select the desired date.

The control will immediately display records which contain the selected date in the appropriate column.

To hide the filter dropdown list, click the close button .

Advanced Filter Dialog

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Right-click any column’s header and select Filter Editor.

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If the filter panel at the bottom is visible, click the Edit Filter button

Clearing the Filter

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To clear the filter applied to a specific column, do one of the following:

  1. Invoke the filter dropdown list (see above), and then choose between clicking (All) or selecting (Select All) or choosing (Show All,) depending on the dropdown list type.
  2. Right-click the column header and select the Clear Filter menu item.

 

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To clear all filter criteria, click the Close Filter button within the Filter Panel.

Disable/Enable the Filter

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Click the Enable Filter button within the Filter Panel.

Node Hierarchy

The Tree Form displays a Parent-Child hierarchy.

That hierarchy can be changed by dragging and dropping nodes.

Adding a Child Node

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To add a Child to a desired node, select the child node and drag it onto the desired Parent.

When the indicator shows a green arrow, release the node.

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Changing a Node’s Level

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To change the level of a Node, select the node and drag it onto the desired level.

When the indicator shows a curved arrow, release the node.

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Selecting Nodes

Change Focused Node

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To focus a node and clear the existing selection, do one of the following.

  1. Click the node’s indicator cell or any of its data cells.

  2. Select the node using the ARROW keys.

Select Multiple Nodes

To select a node while preserving the current selection, click the node’s indicator cell or any of its data cells, while holding the CTRL key down.

To toggle the focused node’s selected state, do one of the following.

  1. Press CTRL+SPACE.

  2. Click the node while holding the CTRL key down.

To move focus between nodes while preserving the current selection, use CTRL+ARROW keyboard shortcut.

Resizing Columns

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To resize columns, drag the right edge of the target column header.

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To change a column’s width so that it displays its contents compactly in their entirety, do one of the following:

  1. Double-click the right edge of the column header.

  2. Right-click the column’s header and select Best Fit.

To change the widths of all columns so that they display their contents in the best possible way, right-click the header of any column and select Best Fit (all columns).

Hiding and Displaying Columns

Hide Columns

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Click a column header and drag it outside the header panel, until the cursor changes its image to the big ‘X’. Then drop the header.

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or Drag and drop a column header onto the Customization Form if it’s open.

Display Hidden Columns

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Open the Customization Form by right-clicking a column header and selecting Column Chooser.

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The Customization Form will be displayed listing hidden columns (if any).

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Drag the required column from the Customization Form onto the column header panel and drop it at the required position.

Expanding and Collapsing Nodes

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Focus the node and then press PLUS on the keyboard to expand the node, and MINUS to collapse the node…

or Click the node’s expand button

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Double-click the indicator cell corresponding to the node.

Expand Nodes Recursively

To expand a node and all its child nodes that have nested nodes, focus the node and press MULTIPLY on the keyboard.

Sorting Nodes

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To sort nodes by a column’s values and replace existing sort conditions that are applied to the current or other columns, click the target column’s header, until an Up or Down Arrow icon is displayed within the header.

The Up and Down Arrows indicate ascending and descending sort orders respectively.

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To sort nodes by a column’s values while preserving existing sort conditions, do one of the following:

  1. Click a column header while holding the SHIFT key down, until an UP or Down Arrow icon is displayed within the header.

  2. Right-click a column header and select Sort Ascending or Sort Descending from the context menu that will appear.

To remove sorting by a column, click a column header while holding the CTRL key down.