Author: Joyce Zhou
Kepion allows for a multitude of different format options in Forms, based on your needs.
- General form formatting
- Hierarchy-based formatting
- Scope formatting
As well as two more options available to define your data formatting.
- Dimension member formatting
- Using MDX rules
We’ll describe the first three options in details below. For the latter two, please refer to this article on data formatting.
General Form Formatting
Kepion supports all major formatting features commonly found in most applications, as well as application-specified formatting features. For the full details, refer to the Kepion Modeler Guide.
Importantly, Kepion forms can be expanded dynamically when filters are changed or new lines are added through rules. Therefore, when we format forms, instead of formatting specific cells, we strongly recommend formatting on a form, row, or column basis. This will also help reduce the size of a form. Take a look at this video for a walk-through on the different areas of formatting.
Formatting that has been done in the GENERAL tab is stored strictly by row number and column number. It has no contextual information on the dimension members that define the cells. The formatting will persist no matter how the definition on the axis has been modified. However, it will be overridden by the formatting we are going to introduce below.
Hierarchy indentation can be defined in the PROPERTY tab in edit mode. In this case, members will be automatically indented based on their position in the dimension hierarchy.
Simply check the Indent Hierarchy box of the property you want to configure and it will be formatted as above.
An indent hierarchy can also be displayed in an expand/collapse mode by checking the Enable expand and collapse checkbox in the Advanced Settings menu.
In Advanced Settings, there are two more hierarchy-related options available: highlight and bold non-leaf members. Please note, the formatting information defined by these two options is stored with the dimension members. Therefore it will be dynamically shifted whenever the position of the dimension member changes (re-order of the members on the axis, collapse or expand, etc.)
This option offers the flexibility to format by specific dimension members.
For example, in the form below, accounts on the row axis will dynamically change based on the Employee filter selection.
Row 11 has been formatted as a percentage with two decimal places. It looks correct when Lilia Bryon is selected.
However, when we change the Employee to Tia Albarran, the member on row has changed to Effective Hourly Rate and the percentage format doesn’t make sense anymore.
Step 1. To correct this, we're going to define the format on the Effective Hourly Rate metric member. To do so, let's right-click on B11 (or any place on Row 11) and select Add Cell Attributes.
Step 2. In the pop-up window, name this definition, and select the dimension scope. For this example, we can select the Payroll Member List Effective Hourly Rate.
Step 3. Click the FORMAT tab. Enable formatting on the bottom right, then format as needed. The central white region will show the real-time formatting changes. Once done, click Finish.
Now you’ll see that Row 11 is formatted correctly.