Table of Contents
Overview:
EPM Formatting Sheet can be used to format your Reports and Input Forms. There are
various options for formatting.
You can do simple formatting, lock the cells that are not input ready, use the format by
property using multiple criteria, or use a new cell-based formula delivered with the EPM
add-in to override the data range formatting.
1.3 Go to EPM and Click on OPEN and go to “Open Server Root Folder”
1.4 Open the Input Form which is saved in the Server Folder.
1.5 Click on EPM Formatting sheet at the bottom of the EPM ADD-in Excel Sheet.
Apply Formatting
Switch Row or
Column Priority
Apply format
Define Format
2.0 Dynamic formatting is defined in a dedicated sheet. Formats can be applied to levels of a
hierarchy, types of members, odd/even rows, or columns and page axis dimensions. Since
the EPM Formatting Sheet is an excel sheet, it can be copied and changed to be applied to
other reports, worksheets.
2.1 There are certain settings that are common to all sections:
• Checkboxes
• Priority to Column or Row Format
• Data and Use Columns/Cells
• Header and Use Columns/Cells
Priority to Column or row format: Enable you to specify which one of the defined formats
for row or columns will be applied first in case of conflicts. For example, if you select Priority
to Column Format the Column section will appear below the Row Section, and the
precedence rules apply.
Formatting: Allows you to use the standard Microsoft Office Excel cell formatting features in
the Data and Header Columns to define the formatting. Also gives you the ability to directly
enter the format settings in the Use cell. By double clicking the Use cell, you will open the
EPM Formatting Sheet - Cell Format window which will allow you to override certain format
settings.
Cell Protection: However, you can unlock cells or lock cells as necessary. Right-click on one
or more cells, and from the context menu select EPM → Unlock Selected Cells. When you
are finished, if you'd like, you can re-lock by choosing EPM → Lock Selected Cells.
Base Level Format: Specific format for base level members (not calculated)
Formatting on Specific Level: When applying formatting to a specific level, you have your
choice or Structure Levels or Relative Levels. Structure levels refer to the levels of the
hierarchy as defined in the source. Relative levels refer to the levels displayed in the report.
For Instance, Quarter is the 2nd level of the hierarchy as defined in the source connection,
but it is the first level being displayed in the report. If you select the Relative Levels option, a
checkbox appears Start formatting from the lower level displayed. This checkbox enables
you to invert the level order; the lowest level is displayed in first position.
If a row or column axis contains more than one dimension, you can specify which dimension
you want the defined format to be applied to. The Inner dimension is the last dimension,
and the outer dimension is the first dimension in the axis.
Return to the sheet where your report is and be sure the Apply Dynamic Formatting
checkbox is selected. This can be found on either the EPM Ribbon→ Op8ons → Sheet
Options Formatting tab (applies to the worksheet) or from EPM - Report Editor (EPM Ribbon
→ Edit Report ) Op8ons tab. (applies to the report)
Lowest Level 2
Lowest Level
Lowest Level
Lowest Level 2 Lowest Level 1
Go to EPM Formatting Sheet and select the calculated member radio button as shown
below. In the below case, all the entities in Asia Pacific region are grouped under JNJ APA
and the same is highlighted as it the total of the all the entities coming under it.
Goto Trend by Entity Sheet and click on EPM and Refresh the existing Worksheet.
Calculated Member
Goto Dimension Member/Property Formatting and apply the Inputable Member Default
Format. The Format will be applied only to the Inputtable data and Header.
Goto Trend by Entity and Click Refresh in the EPM Section on the top of the EPM Add-in
Excel Sheet.
GOTO Trend by Entity sheet and click EPM and Refresh the screen.
Goto Trend by Entity and click on EPM and refresh the sheet.
5.0 Page Axis Formatting : Formatting for all dimensions of the Page Axis
6.0 Cell Protection: One can unlock cells or lock cells as necessary. Right-click on one or
more cells, and from the context menu select EPM → Unlock Selected Cells. When you are
finished, if you'd like, you can re-lock by choosing EPM →Lock Selected Cells.
Goto to EPM Formatting Sheet and then go to Row and column Banding. Apply the Cell
Protection Option to Column Data as it is Actual and cannot be changed.
Goto Sheet Option on the EPM section and click on Protection. Select from the options given
below or go to the EPM formatting section and right click data validation. Enter the
password and protect the cell.
Thank You!
Jothi Periasamy
Harvard University