Tagetik styles
Tagetik styles function¶
Tagetik styles are a reporting formatting tool that allows you to define and customise the appearance of a form: for example, it is possible to highlight certain data and improve the legibility of a table, by applying a specific font or changing the colour of the borders and cells.
To use Tagetik styles, style sheets must be created in the Excel add-in, their attributes must be defined and the style sheet must be applied to the desired forms or matrices.
Applying styles¶
Once a Tagetik style has been defined, it can be applied at two different levels:
- The form level. In this case, the user can choose whether to use the style defined as the default in the table or a customised style.
- At the matrix level. In this case, the user can choose to apply no style or to apply the style chosen for the form to the matrix’s rows only or to its columns only
The style sheet is defined in Excel and therefore becomes available for all forms. Any changes to the style sheet affect all the forms with which it is associated.
Elements of the form to which to apply the styles¶
Styles can be set on the following elements:
- numbers
- alignment
- fonts
- borders
- fill
- protection
It is useful to create a different style for every attribute, e.g. one for the fonts, one for the numbers, one for alignment and one for the borders, rather than one style containing several definitions. Thus, it is possible to design a flexible layout and create several combinations of styles.
Levels of style application in the matrix¶
A customised style is applied by associating the styles on the matrix with the elements that make up its structure, shown as a hierarchical tree. The style is then applied downstream from the highest level; the lower sections inherit the settings of the higher levels, unless a different style is specified.
Note: styles can be associated with all sections of the matrix.
The details of the tree hierarchy and descriptions of its elements are provided below:
| Element | Description |
|---|---|
| (Level 1) Matrix | Highest level of the tree: styles are applied to all elements within the matrix. |
| (Level 2) Rows and columns | Styles on this level are applied to all the matrix rows/columns. |
| (Level 3) Row/column structure | Styles on this level are applied on the areas of the row/column structure. The following details are available: - Only values: the style is only applied to the row/column values area (numbers). - Only headers: the style is applied to the row/column headers. - Whole area: the style is applied both to the values area and to the row/column headers. |
| (Level 4) Row/column content | This is a further detail of the level 3 elements. Here, styles are applied only on the basis of specific content in the row/column values. - Amounts: the style is applied to the values read from the database. - Placeholders: the style is applied to placeholders defined in the matrix. - Formulas: the style is applied to formulas defined in the matrix. - Subtotals: the style is applied to subtotal-type formulas defined in the matrix. - Hyperlink for new elements wizard: the style is applied to hyperlinks for opening new rows in dynamic matrices. - FST items the style is applied to items of the financial statement template used in the matrix. Note: at this level, several styles can be associated with every element. Note: If there are several elements of this level (e.g. amounts and FST items) in the matrix's row/column filter tree, then the system will apply the style set on the lowest element in the row/column filter tree. |
| (Level 5) Formatting type | At this level, styles manage the formatting of FST items, formulas and subtotals. Note: when FST items are defined (see FST items page), it is possible to define the Formatting type attribute, which specifies the format that will be applied only to lines with the same formatting. If there are several levels of formulas and subtotals, this level represents the level at which they are nested within the matrix. For example: - Level 0 subtotals/formulas only depend on non-formula elements (amounts), - Level 1 subtotals/formulas depend at the most on level 0 subtotals/formulas. |
When a style is applied to a given section, that section is shown in bold in the tree.
Conditional formatting¶
The conditional formatting function allows you to specify a condition subject to which the style will be applied when the form is run. Conditions are defined by inserting expressions in cell field syntax (see Cell fields). Some examples are provided below:
| Condition | Description |
|---|---|
| $Period.code = '06' | Apply the formatting for period 06 only |
| CONTAINS($Scenario.version, "ACT") | Apply the formatting for the current scenarios only |
| OR($Period.code = "06", $Period.code = "12") | Apply the formatting for periods 06 or 12 only |
| $Cust_Dim2.attribute5 = "Yes" | Apply the formatting only for elements that have Custom dimension 2 with attribute 5 set as "Yes". |
To insert a condition that needs to be met for the style to be applied, click 
next to Condition, or use the predefined functions present in the left-hand column.
Leading and trailing styles¶
The leading and trailing options allow you to apply the style only to the first or last row/column of a matrix. They are useful when you only want to apply an external border to a matrix, for example. In this case, the style must only be applied to the outermost elements of the matrix, leading and trailing.
Styles for the index¶
The defined styles include specific default styles to format index sheets. These styles can be modified.
| Style | Description |
|---|---|
| TGK_TOC_PAGE_COLUMN | Style applied to the column containing page numbers |
| TGK_TOC_REPORT_ROW | Style applied to index rows representing a form |
| TGK_TOC_TEMPLATE_ROW | Style applied to index rows representing a template |
| TGK_TOC_SHEET_ROW | Style applied to index rows representing a sheet |
Tagetik styles for web forms¶
The style settings configured in the Excel add-in are also valid for web forms. However, when styles are set in Excel, it is possible to determine the elements to be managed in the style, e.g. only fonts, only borders, etc. On the contrary, for web forms the system reads all the existing settings. Consequently, if previously formatted elements have been deselected in the style within Excel, the web form will in any case read all the elements that make up the style.