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Conga Support

Text (Dimensions)

This page applies to: Analytics Add-on module

Formatting text in report columns includes the display and sort order of the information, the addition of borders to separate information, and the font style, size, and color of the text, as well as its alignment in a report field and any enhancements to highlight information. Columns can also be formatted to include counting the number of text records, as well as inserting sub-totals to calculate the number of unique text records.

Display

1

Column Formatting icon

From the Data view, click on the image243.png icon to display the Column Formatting window.

  Click on the image244.png icon for a column heading to display a menu that allows you to perform a variety of actions for the text fields in the report columns.

2

Report Fields list box

Locate the text field that you want to format, click on it to select it, and then drag-and-drop it into the canvas. The categories and fields that can be used to format the column fields display in the canvas, and the Display category is expanded.

3

Display field

If you want to change the text that will display as the column heading, edit the text.

4

Format list

If you want to change the default from Text, make another selection in the list. See the TEXT section of Column Formatting Display Options.

5

Show Field option

Click on the image245.png icon if you want to hide the field so that it is not visible in the report.

6

Suppress Duplicates option

Click on the image246.png icon if you want to turn on the option that removes duplicate values from a column and groups the values under a single value.

7

Close & Apply icon

Click on the image186.png icon to close the window and apply the formatting to the display of column text.

Sorting

1

Column Formatting icon

From the Data view, click on the image243.png icon to display the Column Formatting window.

  Click on the image244.png icon for a column heading to display a menu that allows you to perform a variety of actions for the text fields in the report columns.

2

Report Fields list box

Locate the text field that you want to format, click on it to select it, and then drag-and-drop it into the canvas. The categories and fields that can be used to format the column fields display in the canvas, and the Display category is expanded.

3

Sorting category

Click the expand icon image227.png to display the options for sorting the text in the column.

4

Direction radio buttons

If you want to change the default sort order from None, select Ascending (0-9) or Descending (9-0).

5

Close & Apply icon

Click on the image186.png icon to close the window and apply the formatting to the sort order of column text.

Data

The text fields used to edit and format data in a report column are the same as those for numeric values.

Borders

The options used to add borders to dates in a report column are the same as those for numeric values.

Summary

The summary fields used to add calculations for dates in a report column are the same as those for date values.

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