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Workday Adaptive Planning Knowledge Center

Modify Element and Report Properties

Explains how to format reports using report properties.

Any time you modify properties, it overrides previous properties set at any level. For example, if you change the font color to red for a single element, and then change the font color to black for the entire report, all fonts will be black. The reverse is also true: if you change the font color to red for the entire report and then change the font color to black for the one element, the one element will have a black font and the rest of the report will have a red font. 

Modify Properties at Different levels

To enhance the look and feel of your report, modify the properties for the entire report, each element, or a group of elements.

  1. Open the properties menu:
    • For entire report, click the Report properties button.
    • For single elements, right-click an element and select Properties or Format depending on the type of report. 
    • For multiple elements, control-click to select multiple elements on the same axis and in the same tier. Right-click and select Properties or Format depending on the type of report.
  2. Click through the tabs and update the properties. The tabs and options available depend on the type of report and how you have accessed the properties. 
  3. Click Apply once to apply all the changes you've made across the tabs. 
  4. Click Save and Run to see your changes.

Modify Report Display

Change the display options in a report to make it more readable. For example, focus on the real values by hiding rows and columns with zeros or blanks.  

Click the Report properties button and click the Display tab:

  • Provide a title for the generated report.

  • Show report information, such as filter conditions and sorting.

  • Show vertical lines.

  • For HTML output only, freeze row and column headers for reports with many col­umns.

Manage the Display of Zeros and Blanks

Zeros appear when the value entered on the corresponding sheet cell is zero or the value has not been entered on the corresponding sheet cell yet. 

Blanks appear when the data cross sections don't exist. This could happen because the account has a coarser time configuration than the column. For example, the account Intern Expense has monthly data. Because there is no weekly data for the account, it displays a blank for the weekly columns.

To manage how a report displays zeros:

  1. From the Display tab,  click the checkbox for:
    • Suppress rows if all zeros or blanks to hide rows that have no data or that have all zeros. 
    • Suppress columns if all zeros or blanks to hide columns that have no data or that have all zeros. 
  2. Click the Numbers tab and from the Display Zeros dropdown, choose to Use accounts' format, 0, - , or Blank
  3. Click Apply.
  4. Save and run the report.

The element properties in column and rows overrides the report settings. To manage zeros for each element:

  1. Right-click the element and click Properties
  2. Click the Numbers tab and from the Display Zeros dropdown, choose to Use accounts' format, 0, - , or Blank.   
  3. Click Apply.
  4. Save and run the report.

Best Practice: Display zeros as 0 or - to differentiate zero values from invalid data points. 

Set the Formatting for Columns and Data

Set the display options for columns in a report. Click Report properties from the toolbar and click the Style tab. You can also right-click the column and select Properties from the menu.

For all columns and their data elements, you can:

  • Set the column width in pixels.

  • Format the column header and body (data) by setting the font size, style, back­ground and font color.

  • Format the Total cell if the selected column is numeric.

Set Date Display Options

For columns with dates, you can specify the date format. For example, you can display the posting dates in a transaction report as Jan 18, 2020 or 1/18/20.

Click Edit properties from the toolbar and click the Display Date Format tab. Or, right-click the column and select Date Display Format from the menu to display this dialog.

Set Numeric Display Options

You set display options for a report from the Element Properties dialog. For columns with numeric data, you can:

  • Specify how to display data with zero values.

  • Show or hide the thousands separator.

  • Set precision for the decimal point and magnitude to show the true value or in thou­sands or millions.

  • Set the display format for negative numbers.

Click Report properties from the toolbar and click the Numbers tab. You can also right-click the column and select Properties from the menu to display this dialog.

You can set display options for total cells on columns with numeric values, such as total for transaction amounts. Right-click the Total cell for the numeric column and click Format or Currency

The display options for Totals are the same as numeric columns. On the Currency tab, you can set the currency.

Set up Filters

When creating a model or transaction report, you can set up filter conditions to narrow the results to a particular subset of data. For example, filter the report on customers who’s name starts with the let­ter “a” AND a service that is “Fixed Bid”.

The text that you enter as part of a filter is not case-sensitive. 

Click Filters from the toolbar. The Manage Filter dialog is displayed. The filter criteria for a report type can vary but the steps are basically the same.

  1. (Model report only) From the Report Version drop-down,  select any version that is not hid­den.

  2. (Model report only) If using more than one modeled sheet in the report, select the sheet you want to filter from the drop-down.

  3. Select the column you want to filter by, select the filter criteria, and enter the value. For example, define a filter on the Customer column that begins with "a".

  4. To add another filter condition, click the Plus icon. A new filter row appears as an and statement. Define the additional filter condition.

  5. To add another set of filters, click Add Group. A new filter appears as an or state­ment.

  6. Click Apply.

No error message is displayed if the filter condition results in no valid data. When you run the report, no data will be displayed. Refine your filter to get the desired results.

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