ReportBuilder - Column Settings

Modified on Thu, Oct 24 at 12:56 PM


A column in ReportBuilder may present data based on a source, display text or add space between other columns. The list of options that you can set depends on the Column Type that you choose. For all types of column except Separator and Notes, you'll be able to set the data source and optional header(s), along with the number format and color for negative values. If desired, you can also select an alternate Style.


Each setting is explained below.


Column Type

Column type descriptions are available in the dropdown. They include:

  • Dimensions - This provides a group of columns based on dimension values. You can choose the dimension (from a list of all dimensions that you use in Martus), and you can indicate whether you want to roll these up (see totals at the parent levels only). If you don't choose to roll up, then a column is shown for every dimension value that has values.
  • Formula - For formula columns, specify the calculation using rows, columns and operators.
  • Notes - The notes column allows you to enter notes on each line.
  • Period - This will provide a single column summarizing data based on the Period setting that you choose; see the list of Period values below.
  • Period Comparison - This provides one or more blocks of columns that include two data sources, the difference between the columns (Data Source 1 - Data Source 2), and the percentage difference (dividing the difference by the amount of the first data source). See the list below for Period values that can be applied to a Period Comparison.
  • Period Group - This will provide a group of one or more columns based on the Period setting that you assign; see the list of Period values below that can be used for Period Groups.
  • Separator - This shaded column is used to separate different sections of the report.
  • Title - This column type is useful for the row titles typically shown on the left side of your reports.



Header

A header can be used to shorten or override an existing default header, or create one when a default isn't available.

  • For any column of type Period or Period Group, there is a default heading based on the name and year of the data source. Enter different heading text if desired.
  • For Period Comparison columns, there are default headings for each of the four columns in the block. Enter different heading text for each of the four columns if desired.
  • For Formula columns, there is no default heading. A heading is therefore required for these columns in order to identify the information being presented.


Num Format

These options are available for presenting numbers.

  • Negative Sign - Uses a negative sign with a negative number.
  • Percent - Adds a percent sign to a number.
  • Cents - Displays the number with two decimal places.
  • Parenthesis - Displays a negative number in parentheses.


Data Source

Select the data source(s) for this column. Choose any data source available via the report's Settings. If the data source is not listed, update the report settings first, then create or update the column.


Negative Red

The Negative Red setting controls whether negative numbers are shown in red in the report.



Style

Use the default style (none selected), or select an alternate style. The default column style does not override the row style, allowing it to take precedence, but a custom column style may override the row style. The Separator Column style is primarily used to set the color on separator columns in the report.




Hidden

This setting controls whether the column is hidden when in View Mode. Hidden columns are always displayed in Edit Mode.



Formula

When using the column type Formula , use the row, column and operator dropdowns to create the formula.



Dimension & Rollup

This provides a group of columns based on dimension values when using the Dimension type. Choose the dimension (from a list of all dimensions in Martus), and indicate whether to roll these up (i.e., see totals at the parent levels only). If you don't choose to Rollup, then a column is shown for every dimension value that has values.



Period

Different periods are available depending on the Column Type selected. A detailed list is below.




Period Column Type

Choose one of these Periods:

  • Annual (Total) - A single column for the entire year
  • YTD (Total) - Totals through the Ending Date for this report
  • YTD Remaining (Total) - Totals for months after the Ending Date through the end of the fiscal year
  • Ending date - Totals for the month that is identified by the Ending Date for this report
  • Months 1 through 12 - Totals for the specified month
  • Quarters 1 through 4 - Totals for the selected quarter

Period Group Column Type

Choose one of these Periods:

  • Annual (Months) - Twelve columns, one for each month of the year
  • YTD (Months) - Individual columns for each month through the Ending Date
  • YTD (Quarters) - Individual columns for each completed quarter through the Ending Date
  • YTD Remaining (Months) - Individual columns for each month following the Ending Date until the end of the fiscal year
  • YTD Remaining (Quarters) - Individual columns for each remaining full quarter

Period Comparison Column Type

Choose any one of these Periods to create the desired comparison block:

  • Annual (Months) - A single comparison block for the entire year, for each data source
  • YTD (Months) - A block for each month through the Ending Date for this report, showing the total for each data source
  • YTD (Quarters) - A block for each completed quarter through the Ending Date for this report, showing the total for each data source
  • YTD Remaining (Months) - A block for the each month after the Ending Date through the end of the fiscal year
  • YTD Remaining (Quarters) - A block for the each full quarter after the Ending Date through the end of the fiscal year
  • Annual (Total) - 
  • YTD (Total) - A block that shows totals through the Ending Date for this report
  • YTD Remaining (Total)- A block that shows totals through the Ending Date for this report for the months after the Ending Date through the end of the fiscal year
  • Ending Date - A comparison block for the month that is identified by the Ending Date for this report
  • Months 1 through 12 - A comparison block for this specific month
  • Quarters 1 through 4 - A comparison block for the selected quarter


Column Setting Actions

The actions menu appears at the bottom of the Edit Row modal.

  • Add Col Left- Add a separator column to the left of the current column.
  • Add Col Right - Add a separator column to the right of the current column.
  • Copy - Make a copy of the current column.
  • Cancel - Leave without saving any changes. 
  • Update - Update the report, but do not refresh the data or save the changes.
  • Update and Refresh - Update the report and refresh the data, but do not save the changes.
  • Save - Update the report and refresh the data, and save the changes.
  • Remove - Remove the current column.




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