Cell, header & value formatting
In Inforiver Matrix, you can change the font color, style, size, and text alignment in a cell, or apply formatting effects. These are available in the 'Home' tab of the toolbar in the 'Style' and 'Alignment' sections.
1. Style options
Let's take a quick look at the style section in this video.
a) Font and size
The default font is Inforiver Sans which has been specifically designed for use in financial and tabular reports. But you can change to a different font from the dropdown menu and change the default size.
b) Increase/decrease font size
Font size can also be changed by using the Increase/Decrease font size options.
c) Font style
Bold, Italics and Underline styles can be applied.
d) Font/background color
You can use the fill color option to apply background color to an entire column or column or even an individual cell.
And use the font color option to change the foreground color or the font color of the data values, row or column headings, and subheadings.
e) Format painter
You can copy cell formatting using the 'Format painter' option just as in Excel. But Inforiver goes one step further. If you have applied formatting to a specific level like the Subcategory in the below example, you can apply it to all the other subcategories using the 'Apply format to level' option.
f) Borders
Inforiver provides several predefined border styles and they can be applied at a cell/row/column level. If the predefined cell borders do not meet your needs, you can create a custom border by clicking on the 'Custom' option.
To remove custom borders, click on 'Reset' or select the 'No borders' option (the 1st icon).
To remove the predefined borders, click on the 'No borders' option (the 1st icon).
2. Alignment options
Let's take a quick look at the alignment section in this video.
a) Horizontal/vertical alignment
Horizontal alignment can be formatted using Align left, right, and center options. For vertical alignment, the options are Align top, bottom, and middle.
b) Header orientation
Column and measure header orientations can be changed using the highlighted options. This is very helpful when you have a lot of columns in your report.
c) Increase/decrease indent
Use the indentation icon from the toolbar to indent specific values. This feature makes creating financial statements a breeze.
d) Row size
You can increase or decrease row size manually. This is especially useful when inserting inline charts.
e) Word wrap
If your measure headers are very long, you can enable the word wrap option to ensure that the entire header is displayed.
f) Fit Content
You can choose the fit mode that is best suited for your data.
3. Inserting icons in headers
Enhance the visual appeal of your reports with icons and symbols in measures headers, column headers, and inserted rows. You can copy the preferred icon and paste it in the title section.
4. Auto-format for column dimensions
When column hierarchies are involved, Inforiver allows you to select a particular level of the hierarchy by right clicking that level and choosing Select column from the context menu.
This feature comes in handy when you need to apply formatting to a particular level of the hierarchy. We've highlighted Q4 for 2023 in yellow.
For repeating dimensions, the formatting applied for a particular dimension can be automatically cascaded to other dimensions on the same level. For example, the formatting applied to a month or quarter will automatically be applied to the same month/quarter in future years, as and when the data becomes available. Select the Apply format to Qtr 4(the qtr or month will change according to your data) option from the format painter dropdown.
Notice how the formatting is automatically applied to 2024 Q4 when the data is available.
In the next section, we'll see how to handle totals & subtotals.
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