Set Properties for Columns
When you build an analysis, you can edit column properties to control the look and feel of the column. For example, you can specify that values in the Revenue column are displayed with two decimal places and a dollar sign.
Apply Formatting to Content
You can apply basic formatting to values in many types of content including columns, views, and dashboard page sections.
For example, you might want region names in a column to be displayed as Arial 14 point and red. You might also want state names to be displayed as Calibri 12 point and blue.
Format Columns
When you create an analysis, you can edit properties for columns to control their appearance and layout. You can also specify formatting to apply only if the contents of the column meet certain conditions.
For example, you can specify that values that exceed $1 million in the Revenue column are displayed with a green background.
Make Your Analyses Dynamic
You can specify what you want to happen when a user clicks a column heading or value in an analysis. For example, you could specify that when a user clicks the Product column value, it drills down into the data that was summed to create the column value.
Add Interactivity to Analyses
You can make views more interactive by adding interactions that are available to users who left-click in a view or right-click to display a popup menu. For example, you might specify the default primary interaction (the left-click action) for a geographical region column as Drill. This enables users to drill down to sub-regions.
For hierarchical data, the default left-click interaction is to drill down to detail in the data. You can add right-click options that display a web page or link to a view.
Set Default Formats for Your System
You can save system-wide default column formats when you have appropriate privileges. When you save a system-wide default, it provides users with a more consistent experience and saves them time when working with analyses.
For example, you might set Times New Roman as the system-wide default for text columns.
A best practice is to change the default value rather than overriding the default with specific values.
- Open an analysis for editing.
- In the Selected Columns pane, click Options beside the column name, and then select Column Properties.
- In the Column Properties dialog, specify how you want columns to be formatted by default.
- Click Save as Default.
- Click OK.