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Customizing Appearance in ExpressView

This article explains how to customize appearances in the ExpressView.

Updated over 3 weeks ago

ExpressViews can be styled in a variety of ways:

  • Click the Formatting and Style icon in the right pane to make universal report styling changes, such as Theme.

  • Click the Selected Section icon and choose a section of the report to make formatting changes.

  • Right-click a section of the report for interactive editing that includes formatting options and data structuring options such as sorting, grouping, and filtering. Learn more about interactive editing in ExpressView here.

Click on the links below for details:


Premade Themes

If there are any available, you can select a premade theme to use for the ExpressView or to use as a baseline for further customization. On the Formatting page, click the Theme tab. Then select a theme from the Theme Selector list:

Legacy

This is the default theme.

Custom

This option indicates that you are not currently using a premade theme.

Selecting a premade theme overrides any custom styling you have.


Styling Data Cells

Cells, columns, group headers, and group footers can be styled using the Report Formatting and Style pane, the Selected Section pane, or by right-clicking sections of the report. Each of the three options is used for different purposes:

  • Universal report styling changes, such as theme, row shading, and group colours, are made using the Report Formatting and Style pane. See the following two sections for more details on row and group colours.

  • The Selected Section pane is used to make data format changes, such as Date or Number format or to create formulas in a column. It can also be used to style multiple cells or sections at one time when used with the CTRL key. To use the multi-select feature, click the Selected Section icon, hold the CTRL key while clicking all of the desired sections, and then make changes in the right pane.


  • To make styling changes to independent sections, you can right-click specific areas and use interactive editing, or you can click the Selected Section icon, click the appropriate section, and make changes in the right pane.


Changing data row colours

The background colours for the data rows can be customized, and you can set the pattern by which the colours alternate. This affects every data section in the ExpressView.

To set the background colours:

  1. On the Formatting page, click the Row Shading tab. By default, there are two colours which alternate every other row.

  2. Choose the number of colours that you want to alternate between:

    • To make all rows the same colour, click the "red X" to delete all the colours except one.

    • To make rows alternate between more than two colours, click to add more colours.

  3. Enter a hex value or use the colour picker to set each colour.


Changing group colours

The headers and footers for group columns are prefixed by a different colour depending on the level of grouping. These colours can be customized, and you can set the pattern by which the colours alternate. This affects every group header and footer in the ExpressView.

To set the group-level colours:

  1. On the Formatting page, click the Group Colors tab. By default, nested groups alternate between four colours.

  2. Choose the number of colours that you want to alternate between:

    • To make all group levels the same colour, click the "transparent X" to delete all the colours except one.

    • To make group levels alternate between more than four colours, click the plus icon to add more colours.

  3. Enter a hex value or use the colour picker to set each colour.



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