Toolbar

XLReporting has a powerful built-in spreadsheet, fully compatible with Microsoft Excel, in which you can build your models. You will find familiar tasks, such as sheets, columns, rows, cells, styling, functions, and a toolbar. You can create models in the same way you would build spreadsheets, with one major difference: models only contain logic and layout, they do not contain data. The data is retrieved in realtime through queries and functions.

Style

This group of buttons enables you to style a cell or cell range:

• font type
• font size
• style
• cell and text color
• cell borders
• cell alignment
• date and number format
• conditional formats

Align

This group of buttons enables you to align a cell or cell range:

• horizontal alignment
• vertical alignment
• merge a cell range
• wrap the cell content

Number

This group of buttons enables you to set the format of a cell or cell range:

• currency
• number
• integer
• percent
• date
• period
• text
• custom

In addition to the standard cell formats, you can also define your own custom format:

A custom format may consist of several code sections, separated by semicolons (;). Each code section can include:

• [condition] to compare the cell value, within square brackets e.g. [>1000]
• [color] within square brackets e.g. [blue]
• format as a set of zeros or digits e.g. 0.0 or #.0
• text that should be displayed in this cell (within "" to ensure it will be interpreted as text)

[>1000][red];[>100][green]0.0;[blue] "Small"

The code sections of the custom number format are set according to the rules below:

• Condition - to apply a format to a number if it meets a given condition, specify a condition within square brackets. It should contain a comparison operator and a value: [>1000]
• Color - to specify a color for a section of the format, type a color name (e.g. green, red, blue, orange, black, violet or magenta) within square brackets. The color is optional, but when used it must be the second item after the condition: [>1000][red];[>100][green]0.0
• Format - to apply a custom number format to the value of a cell, define the format as a set of zeros or digits (e.g. 0.0) which are separated by decimal or thousand separators have additional 0 after the separator to display insignificant zeros or # to ignore them: [>100]0,000.00
• Text - if you want to add text, you can type it as it is. This is optional, but when used it must be the last section: [>1000][red];[>100][green]0.0;[blue] "Small"

The number format is defined as follows:

0 - the digit placeholder to display insignificant zeros, if a number has fewer digits than there are zeros in the format. For example, to display 4 as 4.0, use the format 0.0.
# - the digit placeholder to display only significant numbers (not to display extra zeros when a number has fewer digits than there are # symbols in the format).
? - works the same as 0 (zero), but adds a space for insignificant zeros on either side of the decimal point so that decimal points are aligned in the column.
The decimal separator is a , (comma) and the thousands separator is a . (period)

Edit

This group of buttons enables you to edit a cell or cell range:

• sort a cell range up or down
• set a filter on a cell range
• create named cell ranges
• lock cells against editing
• set conditional cell formatting
• clear cells or cell styles
• insert new sheets
• undo or redo changes

Insert

You can insert cell objects into a model to create advanced functionality in a model.

You can choose from various types of objects:

• Icons and images - add icons or external images into your model.
• Sparklines and charts - add sparklines (mini-charts) into a cell, or add embedded charts to your model. Sparklines and charts visualize a given cell range in your model. This cell range can be populated by a query, by data entry, or by calculations.
• Links - add navigation links to other objects (e.g. for drilldown into another report or model) or to external documentation.
• Cell editor - create editable cells to make your model interactive (e.g. planning models).
• Row actions - buttons to insert and delete rows (use this to build planning models).
• Comment - add comments to cell, which will popup when the user hovers over the cell.

Once you click the toolbar icon, a popup window will guide you through the process of defining the object.

View

This group of buttons enables you to set the format of a cell or cell range:

• insert, delete, hide, show, or resize rows
• insert, delete, hide, show, or resize columns
• hide or show gridlines
• hide or show headers
• freeze or unfreeze rows
• freeze or unfreeze columns