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.
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.
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.
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.
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.
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.
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.
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.
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
The image below shows the format applied to all the columns in that level
In the next section, we'll see how to handle totals & subtotals.
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