Configure column properties for a web report

The following information appears at the top of the pane to identify the column:

• Column: If the column is a table column, the full Table.Column path appears for your reference.

  

• Calculation: If the column is a calculated column, a text representation of the calculation appears for your reference. Click the Edit icon to the right of the box to open the Edit Calculated Column dialog and edit the calculation, as needed.

  

• Default column: If the column is a dynamic column, the currently used Table.Column path appears for your reference. This column is determined by the configuration for the Column List parameter that is associated with the dynamic column.

  

The Column List report parameter to associate with the dynamic column. Only applies when the current column is a dynamic column.

For more information, see Use Column List report parameters.

The header text to appear on the column header. Enter the preferred header text.

• If the column is a table column, the column name is used as the header text by default.

• If the column is a calculated column, the text "Calculation" is used as the header text by default.

If the column is a dynamic column, the header text is defined in the Column List parameter settings, for each column that is available for you to select. Within the report canvas only, the dynamic column appears using the header Dynamic.

The width of the column in the grid in pixels. Enter the preferred column width as a whole integer between 30 and 600.

The default width depends on the column data type and is configured at the grid level. If you do not enter a custom width, the default width appears in the Column width box in gray text. If you leave this default width and change the grid-level defaults, the column updates to use the new default width. For more information, see Configure grid properties in a web report.

The alignment of the column values. Select one of the following: Default, Left, Right, Center.

The default alignment depends on the column data type, and is configured at the grid level. If a column is set to use Default and change the grid-level defaults, the column updates to use the new default alignment. For more information, see Configure grid properties in a web report.

Select Formatting Properties to work with number formats. The number format used by the column. Only applies to columns that hold numeric data. Select one of the following:

• Default: The column uses the default number format as defined for the column's data type at the grid level. If a column is set to use Default and change the grid-level defaults, the column updates to use the new default number format. For more information, see Numeric default properties.

• Currency, Decimal, Number, Percent, or Dimension: The column uses the default number format as defined for the selected data type. For example, you may have a column that is natively a Decimal column, but you want it to display using Currency format in a particular report.

  If a column is assigned to a different number format, it also inherits the default column width and alignment set for the associated data type if the column is using the default column with and alignment.

• Custom: The column uses a custom number format as defined in the column properties. Click Override default formatting to work with custom number formats.

  When Custom is selected, then several additional properties become available to configure the number format. In this case, the column is no longer tied to any particular default number format.

  • Decimal places: Specify the number of decimal places to display, from 0 to 10.

  • Use 1000's separator: Specify whether the number uses a thousands separator.

  • Negative number format: Specify the format to use for negative numbers.

This option is not available for use with dynamic columns.

Select Data Properties to configure Aggregation. The aggregation type used to aggregate data queried from the database column. Does not apply to calculated columns or to columns used as row dimensions.

If you want to override the default aggregation type for a database column, select an aggregation type.

Select Data Properties to configure the optional Data filter. Defines a filter to limit the data shown in this column. Use the column-level data filter instead of a grid-level data filter when you want the filter to impact just this column. For more information, see Use column filters.

Specifies whether report viewers can filter the report based on the column contents.

• If enabled (default), and if Enable Column Filters is enabled in the Grid Configuration properties, a filter icon is available on the column in the rendered report. Report viewers can use this column to filter the grid based on the column contents.

• If disabled, the filter icon is not available on the column.

This property does not apply to any column in the grid if Use fixed rows is enabled in the Grid Configuration properties. Fixed row reports do not support column filtering by users.

Specifies whether the column is hidden in the report. Does not apply to columns used as row dimensions.

• If enabled, the column is hidden. The column remains visible in the Report Builder so that you can continue to configure the column, as needed.

• If disabled (default), the column is visible.

Select Display Properties to work with configure the description text.

Specifies the descriptions to appear for dimension values. This option only applies to key columns, alternate key columns, and validated columns that have an associated description column.

• If enabled (default), descriptions appear alongside the dimension values or instead of the dimension values. For example, if the column is Acct, you likely want the account descriptions to appear along with the account codes.

  When you enable this option, the Description display format field becomes available. Select the preferred display format from this list. By default, the format Description (Value) is used.

• If disabled, only the dimension values appear. For example, if the column is Acct, only the account codes appear.

NOTE: If the dimension table has multiple description columns (meaning columns where Describes Key is True), the first description column is used.

If the column is a dynamic column, this option is applied when the currently selected column has a description column, and ignored when it does not.

Specifies whether the column is included in the total row, if a total row is enabled in the Grid Configuration properties. Does not apply to columns used as row dimensions.

Select one of the following:

• Default: The column is included based on its data type. All numeric columns are included by default unless they are the Dimension data type. All other non-numeric columns are not included by default, unless you change the aggregation so that the column returns a number (such as using Count aggregation on a String column).

• Include: Override the default behavior and include the column in the total row.

• Exclude: Override the default behavior and exclude the column from the total row.

If a column is included in the total row, it is treated as follows:

• Table columns use their default or configured aggregation in the total row. For example, if a numeric column uses the default aggregation of sum, the column is summed in the total row.
• Calculated columns apply their calculation to the total row.

This option does not apply if you enable Use fixed rows in the Grid Configuration properties. Columns will be included or excluded in subtotal or total rows using the default behavior.

The header text to display on the column header. Enter the preferred header text.

NOTES:
• This is the same property that appears on the General tab as Header. Edit the header text from either tab.
• The (row 1) label only appears if you have enabled Multi-row header. In this case, the property defines the header text for the top row of the multi-row header.

The header text to appear on the second row of the column header. Enter the preferred header text.

This property is only available if you have enabled Multi-row header.

Specifies whether the column header has multiple rows:

• If enabled, then the header text property updates so that there are two properties: Header text (row 1) and Header text (row 2). The default header text populates row 1. You can define additional text to display on row 2.

• If disabled (default), you can define only one row of header text.

Enabling a multi-row header is different than wrapping header text. If you enable multi-row headers, you can define two separate rows of header text. A line break separates each row. If you enable autowrap, each row of header text wraps individually.

If you just want a single row of header text that wraps, leave this option disabled and then enable Autowrap header text.

Specifies whether header text wraps:

• If enabled, header text that exceeds the column width wraps. If you enable Multi-row header, both rows of header text wrap individually.

• If disabled (default), header text that exceeds the column width is truncated. You can resize the column wider to view the full header text.

Specifies whether the column displays hyperlinks. Select this option if you want each row of this column to contain a hyperlink that dynamically incorporates the current column value.

If you enable this option, the additional link properties in this section become available; otherwise they are hidden.

Specifies the type of link to display in the column:

• Custom: Specify the relative URL for the hyperlink, including using variables to dynamically incorporate the current column value in the URL.
• Plan file: Axiom Budget Planning and Performance Reporting dynamically generates a hyperlink to the plan file associated with each row. To use this option, the report must have a specified File group context in the Report Configuration properties and the row dimension must be the key column of the plan code table for that file group.

NOTE: This option only appears if the report meets the requirements to support plan file links. Otherwise, all links are custom links by default, and this option does not appear.

Specifies the URL to use in the hyperlink column. Enter a relative location in the Axiom Budget Planning and Performance Reporting system. The URL can use variables, as needed, so that the URL value is dynamic per row of the report.

For example, imagine that the report contains the key column of a plan code table (such as Dept), and you want each plan code to link to the Process Routing page for a particular plan file process. The full URL to the Process Routing page uses the following syntax:

The process definition ID is constant for the URL but the plan code value needs to be the current row's department value. Use the {value} variable for this purpose. Enter the following relative URL with a variable into the URL field:

When viewing the report, the column resolves to use the full URL with the current column value. For example, the row showing Dept 22000 has the following URL:

When you click the hyperlink in this row, the Process Routing page for Dept 22000 appears for the plan file process associated with process definition ID 16682.

NOTE: The URL property only appears if the specified link type is custom, or if the Link type option does not exist because all links in the report are custom. When using the plan file link type, the URL to the plan file is automatically generated by Axiom Budget Planning and Performance Reporting.

Specifies the text appearing for the hyperlink column. Enter the preferred text using variables, as needed. Note the following:

• If you want the link text to be the column value—meaning the same value that would appear in the column if the column was not enabled as a link column—leave this field blank. The current column value is automatically used as the link text.

• The variable {value} shows the raw column value from the database. For example, if the column is a numeric column, the value does not have numeric formatting and shows all decimal places.

• The variable {formattedvalue} shows the column value with formatting, such as default formatting based on the column type or applied formatting in the Column Configuration properties. Only use the {formattedvalue} variable if you want to show the formatted column value along with other link text. If you just want to show the formatted value by itself, leave the field blank as previously noted.

Specifies the tooltip to show when you hover the cursor over the hyperlink. Enter the preferred text, using variables, as needed. The same variable behavior noted previously for the Link text property also applies to this property.