Cell, header & value formatting

In Lumel EPM, you can customize the appearance of cell content by adjusting font color, style, size, and text alignment, as well as applying additional formatting effects. All of these options are conveniently accessible from the Format tab on the toolbar, within the Font and Alignment sections. This allows you to tailor the presentation of your data for improved readability and visual consistency.

Style and alignment sections

1. Style options

Let's take a look at the style section.

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 row 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.

Formatting options like Font Style, Size, Bold, Italic, Font Color, and Background have been set to column.

e) Format painter

You can copy cell formatting using the 'Format painter' option just as in Excel. However, Lumel EPM goes one step further. If you have applied formatting to a specific hierarchy level, like the Category, you can instantly replicate that formatting across all other Categories using the Apply Format to Level option. In the example below, you can apply it to all the other Categories using the 'Apply format to level' option.

Apply format to level option

Format applied to level

f) Borders

Lumel EPM 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.

Applying borders

To remove custom borders or predefined borders click on 'Reset' or select the 'No borders' option from the Borders icon (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 the 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.

Header orientation options

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. we have options like

• Fit to Header - Column size is set as per the Header.

• Fit to Content - Column size is set based on the Content.

• Best Fit - Auto fits the column size suitably

• Manual Column Width - Customize your Column Width

• Lock size - You can lock the column size.

Auto Fit options to set the Column Width

To know more, please refer to the manage column width section

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.

Inserting icons in headers

Icon can be inserted only in inserted measures, columns and rows.

4. Auto-format for column dimensions

When column hierarchies are involved, Lumel EPM allows you to select a particular level of the hierarchy by right clicking that level and choosing Select column from the context menu.

Select column option

This feature comes in handy when you need to apply formatting to a particular level of the hierarchy. Here, we have highlighted the Revenue Column of Q1 in 2024, which can be applied to all the columnA in the same hierarchy by Applying the Format to Level option

We've highlighted Q1 Revenue Column of 2024 in blue.

The image below shows the format applied to all the columns in that level

Formatting applied to all the columns in a level.

In the next section, we'll see how to handle totals & subtotals.

Resources

Best Fonts for Financial Reporting