EPM Conditional formatting

[Former Member]

Hi,

I Want to do the formatting liks this, is it possible..

please suggest

Regards.

Surya

[rishi4892 · Accepted solution]

Hi Surya,

You can achieve those formatting, see below steps to do that.

Thanks,

Rishi

Steps :

1. Write 0 and 1 on top row based on conditions see screenshot below.

2. Go to EPMFormatting sheet -> Dimension Member/Property formatting,  select priority to row format

and check check options calculated and inputtable, now select data cells of both and write conditional formatting. see below screenshots

Here in formula "F" refers to your first column of Report.

3. Now go to your sheet and Refresh. Your sheet will look like

4. Now go to Formatting sheet , and add member for which you want complete formatting on that row

5. Go to your sheet and Refresh.

Hope This will be helpful.

Thanks,

Rishi

[Former Member]

Hi Surya,

Yes it is possible but please provide more details.From above screenshot we can not assume your requirement so please explain your exact requirement and provide what exactly conditional formatting you want.

[Former Member]

Hi sir,

I need the account_2 need to be format  only at 2014.07 and  2014.08, rest of the account doesn't need formatting at 2014.07 and 2014.08.

Please help me out.

Regards.

Surya

[Former Member]

Hi surya,

Is your report is static or dynamic? In your report you have to apply only on 7 and 8 month or specific 2014.07 and 2014.08 ?

[Former Member]

Sorry sir,

It is Dynamic report,  month would be change as per the selection but it is offset of 2014.04. i.e.

offset(2014.04,3), offset(2014.04,4)

[Former Member]

Sir ,

Any suggestion...

[Former Member]

Hi surya,

Sorry for late reply. If your rows are (Static) fixed then you can try using EPMCopy range function.

Hope this will solve your problem.

[Former Member]

You can use formatting using name ranges.

This video shows how to do it:

http://wiki.scn.sap.com/wiki/download/attachments/281281278/Dynamic_Formatting.mp4?version=1&modific...

Also, there are good stuff here:

EPM Add-in Academy - Enterprise Performance Management - SCN Wiki

Hope this help.

[meenubansal87]

Hi Surya,

Does the rows axis in your report is static?

Regards,

Meenu

[Former Member]

You can also add formatting using the formatting sheet and combine a specific account with a property from the time dimension. Select Add Member Property and use the add to multiple selection.

In the screenshot below I added a specfic account VD_2 to the multiple selection and the monthnum between 7 and 8 from the time dimension (using the second tab).

In this case also 2015.07 is formatted - if you don't want that, and only 2014, then use the time member instead of time property..

Kind regards,

c

[Former Member]

Hi Christophe,

1)     I think your solution is work only when month is between 7-8, But topic author already clear that report will be dynamic and those two member are offset of context member in above case if user select month  2014.05 then offsets will be different and formatting will not apply.

2)     If you use year property in that yes it is possible but only for 2014 not for 2015, if it is fiscal year then this option is not suitable for this case. still if we use year property then  for every year need to add formatting.

[Former Member]

Your second remark is not completely valid regarding the year I think, but anyway...

I see the main point. I'm just wondering if in this case BPC formatting is just complicating things. Maybe native excel (conditional) formatting may just do..

One can also add conditional formatting using the formatting sheet, checking any condition you want based on your scenario, with either relative or fixed reference to excel cells on any sheet.  This means that is easy to check the row account in combination with the selected offset etc.