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Overview

The Section format tab contains a number of menus that you can use to format the report sections. Each of these menus is described below.

Section Selection

Using the Report format menu and selecting the ‘Section’ tab you will be able to apply formatting and summaries for each section that you have in your report.
Navigate to the Section tab and if you have multiple sections in your report select the section you wish to format from the field drop down list.

Display

The display drop down option allows you to manage the options associated with how the section will be displayed on the report such as format.

Option

Description

Display Name

To change the display name of the section from the default value simply update this field.

Format

Each data type will have a unique set of format options – e.g. Text, Date or Numeric.

See Column Formatting for more information.

Chart Title

If you have charts on your section report there will be a separate chart for each section. To use the section name as the chart title check this item.

Show Labels

If you wish to suppress the labels of the section uncheck this option and the column name will be removed but the section value will continue to be displayed. Note: this option is not available if the Section Style is set to Tabbed.

Section Style

  • Single Page - View the report, and its sections, on a single page.
  • Section Per Page - Yellowfin allows you to break your report into multiple pages. This is particularly useful if you have a lot of data to display on a single report.

    If you wish to have a page break per section select ‘Multiple Page’ as the Section Style and the report will have multiple pages – one for each distinct section value.
    Section breaks are not only used for web display but are also used when exporting for example to a PDF file.
  • Tabbed - You can also choose to break your report into tabs. This is a visually clear and easy to navigate way of splitting your report.

    To set up tabs on your report select ‘Tabbed’ as the Section Style.

Style

The Style drop down option allows you to change the style to be applied to the section. You can use default header, table title or custom settings for the section label format. Use the alignment options to change the alignment.

Option

Description

Display Style

Select the display formatting to apply to the section.

  • Body Title - Use the standard report title formatting for each section.
  • Table Header - Use the same formatting used in the table header, joining the section details to the top of each table.
  • Custom - Apply custom font formatting to the selected section.

Alignment

Select from Left, Centre, or Right.

Summary

The Section Summary drop down allows you to apply various summaries to your section.

Option

Description

Section Summary

To create a summary table at the top of your report it is possible to add in a section summary. This will summarise the metric columns which have been totalled and have a link on the section name to take you to the specific section within the report.

Section Total

Section totals can be applied to any numeric value. When a section is added to the report an option to have the totals displayed for all numeric values is available.
To activate this option select the Section total option from your drop down menu. Your metric columns must already have a summary enabled.

Show Labels

Display the labels with section summaries. Note: this option is only available when the Section Total option is selected.

Grand Totals

A grand total can also be displayed at the end of the report. This will sum all the sections into one total. To active this function you need to select the Grand total option in the summary drop down.

See Summaries for more information.

Sort

Option

Description

Direction

Select to sort the sections Ascending or Descending.



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