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Planview Customer Success Center

Properties Panel

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Here you can determine how the report or chart is to look and the factors that determine the content.

Data is input over two tabs:

Appearance Tab - Allows you to set how to report will appear when displayed or run.

You can also select an individual column to set the appearance for that column.

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Automatic Column Widths is checked by default and causes all column widths for the report to be set at a size that will best display the data. If unchecked, column widths can be set individually by dragging the column separators in the Preview panel or by specifying a width for each column.

Truncate Text is only available when manually setting column widths. If checked, as much text as possible is shown on a single line within the available width, otherwise the full text is spread over multiple lines.

Editor sets properties for the whole report or a selected column. At the Preview panel, click on a column to select it or click the background area for a whole report. The Properties panel will show Selected as either the column title or as ‘Report Defaults’.

  • Typography sets the font type, weight and size as well as the text alignment and color for the body of the column
  • Dimensions sets the width of the column providing Automatic Column Widths is not set.
  • Background sets the background color for the column heading.

Input is over sub-tabs and those available will depend on whether processing the whole report or a single column.

 

Conditions Tab - All conditions apply for individual columns so you must first select a column by clicking its heading at the Preview panel. The conditions determine how the formatting set through the Editor is applied and also set other formatting.

  • Add Condition to create one that applies to the column generally

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  • To add a Sub-Total Condition or add a Total Condition select the down arrow against Add Condition 

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  • To copy this column’s conditions to another column select Clone to another Column

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 As an example below, a condition is set to highlight the cells in the column where the value is greater than 15.

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