20
Formatting Web Reports and Graphs

Chapter summary

This chapter describes how to you can format Financial Analyzer reports and graphs in the Web environment.

List of topics

This chapter includes the following topics:

• Formatting Web Reports

• Formatting Elements for an Entire Report

• Formatting Selected Rows and Columns in Reports

• Clearing Row and Column Formats

• Formatting Reports Based on Data Conditions (Color Coding)

• Formatting Web Graphs

Formatting Web Reports

About formatting Web reports

You can specify formatting for a report as follows:

• Format Document -- You can select format options that apply to the entire report. For example, you can specify general display options, choose colors and fonts, select label types for dimensions, set formats for numeric values, set the size of rows and columns, and specify a title, subtitle, and footnote.

• Format Rows and Columns -- You can select format options that apply to selected rows, columns, and labels in the report. For example, you can apply fonts, colors, and borders to the data in selected rows and columns.

• Color Coding -- You can create conditional format rules that will apply to a report when the data values for a financial data item meet specified criteria. This is referred to as color coding.

Persistence of report formats

Whether report formats persist beyond your current working session depends on the type of user that you are set up to be.

• If you are an analyst user and save the report, formats are saved with the document.

• If you are not an analyst user, you can apply formats while the report is open in the workspace, but your settings will not be retained when you close the document.

Formatting Elements for an Entire Report

What elements can you format?

The following format selections apply to the entire report:

• General -- Specifies parameters for displaying indented levels, horizontal and vertical gridlines, and rows that contain NA (unavailable) and zero data. Also specifies how to handle formatting precedence and drilling.

• Font -- Specifies fonts for data and labels; also specify color and alignment for data in the body of the report.

• Autosizing -- Specifies sizing options for rows and columns.

• Titles -- Specifies text, font, alignment, and color information for a report title, subtitle, and footnote.

• Dimension Labels -- For each dimension, specifies the type of label that will be displayed.

Procedure: Specifying general display elements for a report

To specify general display elements for a report, follow these steps:

1. With the document open in the workspace, click the Format Document button on the Document toolbar.

   
   
   Text description of the illustration toolfmt.gif

2. Choose Format Document from the popup menu.

   Result: The Format Document dialog box opens. The General tab is active.

3. In the General tab, choose one or more display options as follows:
   • View Rows -- Specify whether to show all rows or suppress rows with zero values, NA (unavailable) values, or both NA and zero values.

   • Formatting Precedence (low to high) -- Select the precedence in which formatting characteristics will be applied to cells when conflicts occur.

   • NA Spell -- Enter a character or character string to represent unavailable data (up to 31 characters).

   • Indent by Level -- For dimensions that have a hierarchical structure, specify whether to indent rows by level and select the number of indent characters to use.

   • Horizontal Grid Lines -- Specify whether to show or hide horizontal grid lines.

   • Vertical Grid Lines -- Specify whether to show or hide vertical grid lines.

   • Enable Drilling -- For dimensions that have a hierarchical structure, specify whether you can drill down to lower levels.

4. Choose OK to apply your selections to the report.

Example: Specifying general display elements for a report

The following illustration shows the Format Document dialog box for reports. The General tab is active.

Text description of the illustration db_fmtgen.gif

Procedure: Specifying fonts and colors for a report

To specify fonts and colors for a report, follow these steps:

1. With the document open in the workspace, click the Format Document button on the Document toolbar.

   
   
   Text description of the illustration toolfmt.gif

2. Choose Format Document from the popup menu.

   Result: The Format Document dialog box appears. The General tab is active.

3. Select the Font tab.

4. The tab displays the current settings for font name, font size, color, and alignment. You can change one or more selections as follows:
   • Click the Font box to select the font name.

   • Click the Size box to select the font size.

   • In the Color box, select colors for the text and cell background.

   • In the Alignment box, select an alignment option for data values.

5. Click OK to apply your selections to the report.

   Note: Font settings will be applied to both the data and the labels. Color and alignment settings will be applied only to the data.

Example: Specifying fonts and colors for a report

The following illustration shows the Format Document dialog box for reports. The Font tab is active.

Text description of the illustration db_fmtfont.gif

Procedure: Specifying numeric formats for a report

To specify formats for numerical values in a report, follow these steps:

1. With the document open in the workspace, click the Format Document button on the Document toolbar.

   
   
   Text description of the illustration toolfmt.gif

2. Choose Format Document from the popup menu.

   Result: The Format Document dialog box appears. The General tab is active.

3. Select the Number tab.

4. The Number tab displays the current settings for numeric values. You can modify the following settings:

   Option	Description
   Number of Decimal Digits	Number of decimal places
   Positive Values	Format for positive numbers (Available if you do not choose the Currency/Percent option)
   Negative Values	Format for negative numbers (Available if you do not choose the Currency/Percent option)
   Scale Values Down By	Scaling for large numbers
   Thousands Separator	Display the thousands separator
   Leading Zero	Display leading zeros
   Currency/Percent Formatting	Activates currency/percent format options: Symbol -- Symbol for dollars, yen, pounds, francs, or percent Positive Values -- Format for positive values Negative Values -- Format for negative values

   Result: As you make formatting choices in this dialog box, the Samples box displays the effect that your choices will have if you choose OK to apply them.

5. Click OK to apply your selections to the report.

Example: Specifying numeric formats for a report

The following illustration shows the Format Document dialog box for reports. The Number tab is active.

Text description of the illustration db_fmtallnum.gif

Procedure: Setting the size for rows and columns in a report

To set the size for the rows and columns in a report, follow these steps:

1. With the document open in the workspace, click the Format Document tool on the Document toolbar.

   
   
   Text description of the illustration toolfmt.gif

2. Choose Format Document from the popup menu.

   Result: The Format Document dialog box appears. The General tab is active.

3. Select the Autosizing tab.

4. The Row Sizing box displays the current setting for row sizing. You can make an alternate selection as follows:
   • Autosizing by Label -- Automatically sizes the rows based on the height and width of the row labels.

   • Equal Sizing -- Size rows based on a height and width that you specify. The row height is determined by multiplying the font size of the label by the value that you enter.

   • None -- Removes automatic or equal sizing from the rows.

5. The Column Sizing box displays the current setting for column size. You can make an alternate selection as follows:
   • Autosizing -- Automatically sizes the columns on the current page based on your selection. You can choose one of the following options:
     • by Label -- Size the columns according to the size of the individual column labels.

     • by Data -- Size the columns according to the size of the data each column contains.

     • by Largest Data or Label -- Size the columns to the larger of either the individual column labels or the data contained in each column.

   • Equal Widths by Average Character -- Sizes columns based on a width that you specify.

   • None -- Removes automatic or equal sizing from the columns.

6. Choose OK to apply your selections.

Example: Setting the size for rows and columns in a report

The following illustration shows the Format Document dialog box for reports. The Autosizing tab is active.

Text description of the illustration ex_fmt3.gif

Alternative: Manually adjusting rows or column size

You can use drag and drop to change the size of rows or columns in a report.

With the document open in the workspace, position the cursor on the border of the label of the row or column whose size you want to change. When the cursor changes to a double arrow, click and move the border.

Result: If the current setting for row or column sizing is an Autosizing option or None, each instance of the dimension value in the selected row or column will change size while the other rows or columns will retain their current size. If the current setting for column or row sizing is Equal, all of the columns or rows will change size.

Reapplying row and column autosizing

If an Autosizing option has been selected for column or row sizing, you can automatically reapply autosizing when you view a new page of data or use drag and drop to change column or row sizing.

To reapply autosizing click the Format Document button on the Document toolbar.

Text description of the illustration toolfmt.gif

Alternatively, you can right-click in the document.

Choose one of the following options from the popup menu:

• Reapply Autosizing -- Applies default autosizing to rows and columns. Does not override manual resizing (drag and drop).

• Reapply Autosizing to All -- Applies default autosizing to rows and columns. Overrides manual resizing (drag and drop).

Note: If Equal or None is the current option for row and column sizing, the options for reapplying autosizing will not appear when you right-click. If Equal or None is the current option for rows but not for columns (or for columns but not for rows), the options to reapply autosizing will appear when you right-click, but will only apply to the dimension position (column or row) that has autosizing turned on.

Procedure: Specifying a title, subtitle, and footnote for a report

To specify a title, subtitle, or footnote for a report, follow these steps:

1. With the report open in the workspace, click the Format Document button on the Document toolbar.

   
   
   Text description of the illustration toolfmt.gif

2. Choose Format Document from the popup menu.

   Result: The Format Document dialog box appears. The General tab is active.

3. Select the Titles tab.

4. In the Select Title Type box, choose a text element (Title, Subtitle, or Footnote) and proceed as follows:
   1. In the Font Properties box, select the font name, size, color, style, and background color for the text.

   2. In the Alignment box, select an alignment option for the text.

   3. In the Display Options box, choose Show to display the specified text element in the current document.

   4. In the Text box, type the text for the title, subtitle, or footnote (498 characters maximum).

5. Repeat Step 3 for each text element that you want to include.

6. Choose OK to apply your selections.

Example: Specifying a title, subtitle, and footnote for a report

The following illustration shows the Format Document dialog box for reports. The Title tab is active.

Text description of the illustration ex_fmt4.gif

Procedure: Selecting dimension label types for a report

To specify the type of dimension labels that you want to display in a report, follow these steps:

1. With the report open in the workspace, click the Format Document button on the Document toolbar.

   
   
   Text description of the illustration toolfmt.gif

2. Choose Format Document from the popup menu.

   Result: The Format Document dialog box appears. The General tab is active.

3. Select the Dimension Labels tab.

   Result: The tab shows the current selections for dimension labels.

4. To change the type of label for a dimension, click the Labels column for the dimension and choose one of the following options:
   • Automatic -- The position of the dimension in the document determines the type of label that is displayed. If the dimension is on the row edge or on the page edge, the medium name (row label) is displayed; if the dimension is on the column edge, the short name (column label) is displayed; if the dimension is on the page edge, the row label is displayed.

   • Long -- Displays the dimension value description name.

   • Short -- Displays the column label for the dimension.

   • Medium -- Displays the row label for the dimension.

5. Repeat the previous step for each dimension for which you want to set labels.

6. Choose OK to apply your selections.

Example: Selecting dimension label types for a report

The following illustration shows the Format Document dialog box for reports. The Dimension Labels tab is active.

Text description of the illustration ex_fmt5.gif

Formatting Selected Rows and Columns in Reports

About row and column format options

You can select one or more rows or columns in a report and specify formats for font, color, alignment, and borders. You can apply your formats to the data in the rows and columns and you can apply separate formats to the row and column labels. You can also specify formats for numeric values in selected rows or columns.

Note: Formats for selected rows, columns, and labels take precedence over formats that apply to the entire report.

Procedure: Formatting data in selected rows or columns

To specify font, colors, alignment, and borders for data in selected rows, columns, or row and column labels, follow these steps:

1. With the report open in the workspace, select the rows or columns to which you want to apply formatting.
   • To select a column, click the highlighter under the column label. Use SHIFT+click or CTRL+click to select more than one column.

   • To select a row, click the highlighter next to the row label. Use SHIFT+click or CTRL+click to select more than one row.

   • To select a row or column label, click the label. Use SHIFT+click or CTRL+click to select more than one label.

   • To select all labels for a row or column, click the row or column selector. The column selector is located to the left of the first column label. The row selector is located at the top of the row labels.

2. Click the Format Document button on the Document toolbar.

   
   
   Text description of the illustration toolfmt.gif

3. Choose Format Rows and Columns from the popup menu.

   Result: The Format Rows and Columns dialog box appears. The Fonts and Borders tab is active.

4. The Fonts and Borders tab displays the current settings for fonts and borders.You can change one or more of these selections as follows:
   • Click the Font box to select the font name.

   • Click the Size box to select the font size.

   • In the Color box, select colors for text, border, and background.

   • In the Alignment box, select alignment options for the text.

   • In the Borders box, choose styles for top, left, bottom, and right borders. For a single solid border, choose the width.

5. Click OK to apply your selections.

Example: Formatting data in selected rows or columns

The following example shows the Format Rows and Columns dialog box. The Fonts and Borders tab is active.

Text description of the illustration ex_fmt6.gif

Procedure: Formatting numeric values in selected rows or columns

To format numeric values in selected rows or columns, follow these steps:

1. With the report open in the workspace, select the rows or columns in which you want to format numbers.
   • To select a column, click the highlighter under the column label. Use SHIFT+click or CTRL+click to select more than one column.

   • To select a row, click the highlighter next to the row label. Use SHIFT+click or CTRL+click to select more than one row.

2. Click the Format Document button on the Document toolbar.

   
   
   Text description of the illustration toolfmt.gif

3. Choose Format Rows and Columns from the popup menu.

   Result: The Format Rows and Columns dialog box appears. The Fonts and Borders tab is active.

4. Select the Number tab.

5. The Number tab displays the current settings for numeric values. You can modify the following settings:

   Option	Description
   Number of Decimal Digits	Number of decimal places
   Positive Values	Format for positive numbers (Available if you do not choose the Currency/Percent option)
   Negative Values	Format for negative numbers (Available if you do not choose the Currency/Percent option)
   Scale Values Down By	Scaling for large numbers
   Thousands Separator	Display the thousands separator
   Leading Zero	Display leading zeros
   Currency/Percent Formatting	Activates currency/percent format options: Symbol -- Symbol for dollars, yen, pounds, francs, or percent Positive Values -- Format for positive values Negative Values -- Format for negative values

   Result: As you make formatting choices in this dialog box, the Samples box displays the effect that your choices will have if you choose OK to apply them.

6. Click OK to apply your selections.

Example: Formatting numeric values in selected rows or columns

The following example shows the Format Rows and Columns dialog box. The Number tab is active.

Text description of the illustration ex_fmt7.gif

Clearing Row and Column Formats

About clearing row and column formats

You can clear row and column formats that have been applied using the Format Rows and Column feature. You can clear all formats, or you can select specific rows and columns to clear.

Note: Clearing row and column formatting removes any formats that have been applied to selected rows and columns. It does not remove formats that apply to the entire document. To change document-based formats, you must use the appropriate tab in the Format Document dialog box. For more information, see "Formatting Elements for an Entire Report.

Procedure: Clearing all row and column formats

To remove row and column formatting from all rows, columns, and labels, right-click in the report and choose Clear All Row and Column Formatting from the popup menu.

Alternatively, you can click the Format Document button on the Document toolbar.

Text description of the illustration toolfmt.gif

and choose Clear All Row and Column Formatting from the popup menu.

Procedure: Clearing selected row and column formatting

To remove row and column formatting from specific rows, columns, or row and column labels, follow these steps:

1. With the report open in the workspace, select the rows, columns, or row and column labels from which you want to remove formatting.
   • To select a column, click the highlighter under the column label. Use SHIFT+click or CTRL+click to select more than one column.

   • To select a row, click the highlighter next to the row label. Use SHIFT+click or CTRL+click to select more than one row.

   • To select all rows and columns, click the highlighter at the intersection of the rows and columns.

   • To select a row or column label, click the label. Use SHIFT+click or CTRL+click to select more than one label.

   • To select all labels for a row or column, click the row or column selector. The column selector is located to the left of the first column label. The row selector is located at the top of the row labels.

2. Right-click in the report and choose Clear Selected Row and Column Formatting from the popup menu.

   Alternatively, you can click the Format Document button on the Document toolbar.

   
   
   Text description of the illustration toolfmt.gif

   and choose Clear Selected Row and Column Formatting from the popup menu.

Formatting Reports Based on Data Conditions (Color Coding)

About formatting reports based on data conditions

You can create conditional format rules that will apply to a report when data values for a financial data item meet specified criteria. This is referred to as color coding. Color coding enables you to highlight exceptions and map trends.

Note: Color coding formats take precedence over formats that apply to the entire reports. Color coding formats also take precedence over formats that apply to rows and columns.

Color coding rules

A color coding rule is composed of the following information:

• One or more conditions that the data must meet in order to have the specified formats.

• A set of formatting options that specify how the data that meets the conditions will look.

Using color coding rules, you can implement conditions such as the following:

• When data values for a financial data item meet a specified value condition, the data will display in a specified format. For example, you might define a rule that applies bold text and a green background to cells in which the value for Budget is greater than or equal to a specified amount.

• When values of a financial data item relate to the values of another financial data item in a specified way, the data will display in a specified format. For example, you might define a rule that applies italic text and a red background to cells in which the value for Budget is 10% greater than Budget a Year Ago.

You can also combine two conditions within a single rule and specify whether the data must meet one or both conditions. For example, you might define a rule that applies a green background to cells in which the value for Budget is greater than or equal to a specified number and Budget is 10% greater than Sales Year Ago.

Color coding format options

You can specify the following formats when you define a color coding rule:

• Stoplight formatting -- Stoplight formatting is a special type of color coding that highlights trends. When you apply stoplight formatting, data cells that meet the conditions appear as solid blocks of color. The actual value for a cell becomes visible only when you click it.

• Font -- You can specify font name, font size, and indicate whether the font is regular, bold or italic. If you selected stoplight formatting, font options are not available.

• Color --You can specify the font color. If you selected stoplight formatting, font color options are not available.

• Background color -- You can specify the background color for the cell. If you selected stoplight formatting, the label for this option is "Cell Color."

You can also specify that a rule use default formats for font or color. The default formats are the formats that have been set up in data formatting. If no formats have been specifically set, the formats in the document on which the document is based determine the defaults.

Using multiple conditions and rules

You can define one or two conditions for each rule and associate each financial data item in a report with a maximum of four rules. If the format associated with one rule conflicts with the format associated with another rule, the format that was defined last takes precedence.

Procedure: Defining a color coding rule

To define a color coding rule, follow these steps:

1. With the report open in the workspace, click the Color Coding button on the Document toolbar.

   
   
   Text description of the illustration tooldfmt.gif

   Result: If this is the first color coding rule for this report, the Color Coding Wizard starts up. If the report has at least one color coding rule, the Color Coding dialog box appears, from which you can view the existing rules and choose Add to start the Color Coding Wizard.

2. In the Color Coding Wizard -- Specify FDI dialog box, select the financial data item to which the color coding rule applies. Choose Use Stoplight Formatting to apply stoplight formatting.

   For information about stoplight formatting, see "Color coding format options.

3. Choose Next to continue.

4. In the Color Coding Wizard -- Specify Data Conditions dialog box, complete the Select by box as follows:
   • Choose value to compare the financial data item with a numeric value.

   • Choose FDI to compare the financial data item with another financial data item.

   For more information, see "Color coding rules.

5. If you selected value in Step 4, proceed as follows:
   1. In the where box, select a financial data item on which to base the value condition. You can select the default, or you can select an alternate financial data item.

   2. In the is box, select an operator that specifies how the data values in the selected financial data item must compare to the value in the value box.

   3. In the value box, specify a number to which the data values in the financial data item will be compared.

6. If you selected FDI in Step 4, proceed as follows:
   1. In the where box, select the first financial data item to use in the comparison. You can select the default, or you can select an alternate financial data item.

   2. In the is box, choose the operator that specifies how the data values in the first financial data item must compare to the data values in the second financial data item.

   3. In the FDI box, specify the second financial data item to use in the comparison. You can select the default, or you can select an alternate financial data item.

   4. You can specify a percentage or numeric value to include in the condition. Select percent if the value is a percent.

7. When the condition definition is complete, do one of the following:
   • Choose Next to continue.

     or

   • Choose Add a second data condition to define a second condition for this rule.

8. If you chose to add a second data condition, define the condition in the Color Coding Wizard -- Specify Additional Data Condition dialog box. Then choose one of the following options:
   • Apply when both first and second condition are met

   • Apply when either first or second condition is met

9. Choose Next to continue.

10. In the Color Coding Wizard -- Specify Appearance dialog box, specify the formats in which data that meets the condition or conditions will be displayed. You can specify font size, font style, font color, and background color, or you can select Default to use default formats for any element.

    Note: If you selected Stoplight Formatting in Step 2, you can only choose the cell background color.

11. Choose Next to continue.

12. In the Color Coding Wizard -- Specify Name dialog box, review the summary description of the data conditions. You can also enter a name for the rule.

    Tip: You might want to use a name that describes the condition or conditions.

13. Choose Finish to continue.

    Result: The Color Coding dialog box appears. It includes information regarding the appearance, description, and financial data item or items for the rule.

14. Choose OK to apply the rule.

    Result: The report displays. If there are cells that meet a condition or conditions for a rule, the data in these cells is formatted as specified.

Example: Color coded report

The following illustration shows a color-coded report. Data cells that meet the conditions are displayed with a user-specified formatting.

Text description of the illustration colcode1.gif

Example: Color coded report with stoplight formatting

The following illustration shows a color coded report with stoplight formatting. Data cells that meet the conditions are displayed as solid blocks of color. An actual data value only appears when you click in a cell.

Text description of the illustration colcode2.gif

Working with saved color coding rules

If you are an analyst user, you can modify or delete a color coding rule that you have associated with a report. To do this, open the document and click the Color Coding button on the Document toolbar.

Text description of the illustration tooldfmt.gif

This opens the Color Coding dialog box, where you can select a rule and choose Modify or Delete.

Choosing Modify starts the Color Coding Wizard, which enables you to redefine data conditions or format selections.

Formatting Web Graphs

About graph format options

You can specify formatting for a graph as follows:

• Titles -- Specify text, font, color, and alignment for a title, subtitle, and footnote.

• Dimension Labels -- For each dimension, select the type of label that will be displayed.

• Tick Labels -- Set the position and font for X-axis tick labels.

• Legend -- Indicate whether a legend will be displayed and specify the font, color, page position, and orientation.

Persistence of graph formats

Whether graph formats persist beyond your current working session depends on the type of user that you are set up to be.

• If you are an analyst user and save the graph, formats are saved with the document.

• If you are not an analyst user, you can apply formats while the graph is open in the workspace, but your settings will not be retained when you close the document.

Procedure: Specifying title, subtitle, and footnote for a graph

To specify title, subtitle and footnote for a graph, follow these steps:

1. With the document open in the workspace, click the Format Document button on the Document toolbar.

   
   
   Text description of the illustration toolfmt.gif

   Result: The Format Document dialog box appears. The Titles tab is active.

2. In the Select Title Type box, choose a text element (Title, Subtitle, or Footnote) and proceed as follows:
   1. In the Font Properties box, select the font name, size, color, and style (bold/italic) for the text.

   2. In the Alignment box, select an alignment option for the text.

   3. In the Display Options box, choose Show to display the specified text element in the current document.

   4. In the Text box, type the text for the title, subtitle, or footnote (498 characters maximum).

3. Repeat the previous step for each text element that you want to include.

4. Choose OK to apply your selections.

Example: Specifying title, subtitle, and footnote for a graph

The following illustration shows the Format Document dialog box for graphs. The Titles tab is active.

Text description of the illustration ex_gfmt1.gif

Procedure: Selecting dimension label types for a graph

To select the type of dimension labels to display in a graph, follow these steps:

1. With the graph open in the workspace, click the Format Document button on the Document toolbar.

   
   
   Text description of the illustration toolfmt.gif

   Result: The Format Document dialog box appears. The Titles tab is active.

2. Select the Dimension Labels tab.

   Result: The tab shows the current selections for dimension labels.

3. To change the type of label for a dimension, click the Labels column for the dimension and choose one of the following options:
   • Automatic -- The position of the dimension in the document determines the type of label that is displayed. If the dimension is in the series edge or the page edge, the medium name (row label) is displayed; if the dimension is in the group edge, the short name (column label) is displayed.

   • Long -- Displays the dimension value description name.

   • Short -- Displays the column label for the dimension.

   • Medium -- Displays the row label for the dimension.

4. Repeat the previous step for each dimension for which you want to set labels.

5. Choose OK to apply your selections.

Example: Selecting dimension label types for a graph

The following illustration shows the Format Document dialog box for graphs. The Dimension Labels tab is active.

Text description of the illustration ex_gfmt2.gif

Procedure: Formatting tick labels for a graph

To format tick labels on the X-axis of a graph, follow these steps:

1. With the document open in the workspace, click the Format Document button on the Document toolbar.

   
   
   Text description of the illustration toolfmt.gif

   Result: The Format Document dialog box appears. The Titles tab is active

2. Select the Tick Labels tab.

3. The Font Properties box displays the current font settings for tick labels. You can make new selections as follows:
   • Click the Font box to select the font.

   • Click the Size box to select the font size.

   • Click the Color box to select the font color for the label text.

4. To offset every other tick label for readability, choose Stagger.

5. If you want to skip some tick labels, select one of the following options in the Skip Mode box:
   • Automatic -- Skips tick labels using a default interval that is set up by the system.

   • Manual -- Skips tick labels using interval settings that you select in the Skip Amount box.

   If you do not want to skip any tick labels, choose None.

6. Choose OK to apply your selections.

Example: Specifying tick labels for a graph

The following illustration shows the Format Document dialog box for graphs. The Tick Labels tab is active.

Text description of the illustration ex_gfmt3.gif

Procedure: Formatting the legend for a graph

To format the legend for a graph, follow these steps:

1. With the graph open in the workspace, click the Format Document button on the Document toolbar.

   
   
   Text description of the illustration toolfmt.gif

   Result: The Format Document dialog box appears. The Titles tab is active

2. Select the Legend tab.

3. Click Show Legend to display the legend in the current document.

4. The Font Properties box displays the current font settings for the legend. You can make new selections as follows:
   • Click the Font box to select the font.

   • Click the Size box to select the font size.

   • Click the Color box to select the color for the legend text.

5. The Legend Location box shows the current location of the legend. To change the location, click the desired position.

6. The Orientation box shows the current orientation of the legend. To change the orientation, choose Vertical or Horizontal.

7. Choose OK to apply your selections.

Example: Formatting the legend for a graph

The following illustration shows the Format Document dialog box for graphs. The Legend tab is active.

Text description of the illustration ex_gfmt4.gif