Setting the Allow Note Entry Property

Using either Cell Formatting or Conditional Formatting, you can restrict or allow Note entry via the Allow Note Input formatting property for specific cells in a Note segment. The default setting for Allow Note Input is No.

Note:

This step is optional, it is only necessary if you want to restrict Note entry for specific Note cells.

For example:

• With a Note Column segment, you do not want users to enter variance comments in a "Total" row member.

  By using Cell Formatting, you can disable Note entry for the intersection of the "Total" row member and the Note column.

• With a Note Column segment associated with a Variance % member selection, you can use Conditional Formatting to only enable Note entry in rows where the Variance % is greater than 10% or less than -10%.

To set the Allow Note Entry property in cell formatting to disable specific Note cells for Note entry:

1. Select one or more cells in a Note column or row.

2. In Grid Properties, click .

3. In Cell properties, set Allow Note Input to No.

   
   
   

4. When previewing the report in HTML, the edit icon will not be displayed for the previously selected note cell(s).

   
   
   

   For more information, see Formatting Grid Cells

To set the Allow Note Entry property in conditional formatting to enable or disable specific Note cells for Note entry:

1. Select one or more cells in a Note column or row.
2. In Grid Properties, click .
3. Click Formats/Text, and then click .
4. In the Name field, enter a descriptive name for the conditional format. The name must be unique for the grid.

   Note:

   • You do not need to enter anything in the Applies To field. After you create the condition, the Applies To field will list the areas of the grid that you identified in Step 1.

   • You can modify the values in the Applies To field to change the area of the grid that you want the condition to apply to.

5. In the expression builder, click Attribute and select an attribute that you want to test for.

   For example, you can test on the current cell value or a member name. After you selected an Attribute, the Qualifier and Operator fields will change to reflect the available parameters.

6. If applicable, specify a Qualifier. For example, if you selected Member Name for the type, you then enter the name of the member that you want to test for as the qualifier.
7. Select an Operator.

   • For numerical conditions (data values), use a numerical operator (equal to, not equal to, greater than, less than, and so on.).

   • For textual conditions (for example, Member Name) use a textual operator (starts with, ends with, and so on).

8. Select or enter a Right Qualifier, which is the condition that you are testing for.

   • For numeric qualifiers, you can use delimiters and the negative sign (-). All other prefixes and suffixes are ignored.

   • For textual qualifiers (such as Member Name), manually enter the text string that you want to test for.

   Note:

   Member Selector is not available in the expression builder.

9. Optional: Click to insert additional expression condition rows.

   • Use AND or OR to combine or differentiate the conditions. For example, you can create a condition that tests for data values greater than or equal to 100 AND less than or equal to 1000.

   • Click to remove an expression condition row.

10. In the right panel, in the Format tab, set Allow Note Input to either No or Yes, depending on what you are trying to achieve.
11. Click OK to save the condition. The condition is displayed in the Conditional Properties panel.

    For example: with Note cell D1 selected, a conditional format is created to disable Note entry for any positive variances, as in this use-case, the commentary is only required for negative variances.

    
    
    

    The condition tests for the variance amount in column C to be greater than zero and Allow Note Input = No.

    
    
    

    In the report preview, only the negative variance rows have the Note entry icon displayed:

    
    
    

    For more information, see Creating a Condition