Formatting Guidelines

By - Dec 16, 2014

Kepion allows you to format a form in a different ways based on your needs.

  • General form formatting
  • Hierarchy-based formatting
  • Scope formatting

Two more options are available to define data format.

  • Dimension member formatting
  • Using MDX rules

We’ll describe the first three in details below.  For the latter two, please refer to Data Formatting.

General form formatting

Kepion supports all major formatting features commonly found on most applications as well as application-specified formatting features. For details, refer to the Kepion Modeler Guide on form formatting features.

One important note, Kepion forms can be expanded dynamically when filters are changed or new lines are added through rules. Therefore, when we format forms, instead of format specific cells, we strongly recommend to format on a form, row or column-basis. It will also help reducing the form size. Take a look at this video for a walk-through on the different areas of formatting.

Formatting that has been done in the GENERAL tab is stored strictly by row number and column number. It has no context information of the dimension members that define the cells. The format will persists no matter how the definition on the axis has been modified. However, it will be override by the formatting we are going to introduce below.

Hierarchy-based formatting

Hierarchy indent feature can be defined in the PROPERTY tab in form edit mode. In this case, the members will be automatically indented based on their position in the dimension hierarchy.

Simply check the Indent Hierarchy box of the property you want to configure and you will get the indent format.

An indent hierarchy can also be displayed in an expand/collapse mode by checking Enable expand and collapse checkbox in Advanced Settings.

In Advanced Settings, there are two more hierarchy-related options available to highlight and bold non-leaf members. Please notice, the formatting information defined by these two options is stored with the dimension members. Therefore it will dynamically shifted whenever the position of the dimension member changes (re-order of the members on the axis, collapse or expand, etc.).

Scope formatting

This option offers the flexibility to format by specific dimension members. Please refer to Scope Format for details.