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How can we give a specific colour to Subtotals in a schema?

Hi,

I found this older discussion in the Q&As, https://community.pyramidanalytics.com/t/g9hqrlc/how-can-we-identify-which-part-of-a-theme-to-change can anyone please guide where we can give color to Subtotals in themes and then we can see them in export/ printing to excel.

 

Regards,

Aaron Y

8 replies

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    • Aaron_Yohannan
    • 9 days ago
    • Reported - view

    Hi,

    Can anyone please guide where we can give color to Subtotals in themes and then we can see them in export/ printing to excel.

     

    Regards,

    Aaron Y

      • Lead Consultant Advanced Analytics
      • Michael_Daun
      • 9 days ago
      • Reported - view

      - as far as I see this does not work by means of the design theme.

      In the design theme you define - besides colors for fonts, lines or background 16 "Report Colors" ("Report color #1" - "Report Color #16"). In a grid these colors are used to color the background of the columns and rows and of the corresponding headers in the grid (At the same time these colors are used for the colorization of lines or columns in charts - but this is another topic).

      The colorization of a grid with the means of the design theme is illustratred below:

      You see, Report Colors with odd numbers are used for the columns, Report Colors with even numbers are used for the rows. You can adapt these general colorization by the use of a Grid Design, which more or less overwrites the theme's formatting for a specific grid.

      When it comes to Sub Totals it gets a little bit complicated, which hopefully is illustrated by the next screenshot:

      The colors you can see here  do not come directly from the design theme - they seem to be color gradations from the theme colors. So, if at all, you can only define these indirectly. Again, try the effects of the Grid Designs here as well - or format them individually and manually.

      Hope this helps!
      Michael

    • Senior Director of Product
    • Ian_Macdonald
    • 9 days ago
    • Reported - view

    Hi  ,

     is correct in that the subtotals colour is set in the grid formatting, not the theme.

    Click on the Format control when in the Grid sub menu:

    then click one of the subtotals. You'll notice they are all highlighted (You can use this technique to colour specific members as well):

    Choose a background colour form the grid formatting options:

    Done.

    Hope that helps.

    Ian

      • Lead Consultant Advanced Analytics
      • Michael_Daun
      • 4 days ago
      • Reported - view

      , unfortunately this  does not work for me. I suspect that it has something to do with these "special options buttons" like "Totals Formatting", "Readability" or "Auto Colorize"...

      Our customer wants to have a matrix grid formatted like this:

      The Pyramid "default" - e.g. on the Explore Server looks like this:

      When I switch off "Readibiity" --> "Auto-Colorize" I get this:

      With formatting the background-color and the font-weight of the first row level and the columns and with activating the "Total Formatting" (gray background & bold font) I managed to come to the following grid:

      This is pretty close and I actually like it - but to directly manipulate the cells with the Grand Totals, i.e to change the background color like you demonstrated it in your reply, doesn't work for me.

      I am more interested in the background of the formatting approach than in a 100% accurate result: Am I seeing it correctly and is it perhaps currently intended that cells cannot really be formatted individually? What is planned here in the future - also and especially with regard to the interaction of design theme, ‘normal’ formatting and these special options?

      THANK YOU VERY MUCH!
      Michael

      • Senior Director of Product
      • Ian_Macdonald
      • 4 days ago
      • Reported - view

       

      We need to understand why my approach does not work for you. That's very strange.

      I've got pretty close to what you are looking for:

      Just the grand total in bottom right hand corner to sort out.

      Ian

      • Lead Consultant Advanced Analytics
      • Michael_Daun
      • 4 days ago
      • Reported - view

      - Thank you very much, Ian!

      Most probably the bold font for the white area is to sort out, too. 😉 I guess all the numeric values are part of the "Data" area, i.e. the Year sums and the Country sums and the Total sum over Years and Countries are "Data" as well. And when you want to format the font within the "Data" area differently (normal values normal, Total values bold) you have to use functions like "Total Formatting", which, in turn, limits the choice of background.

      But again: I do not need the last 10% regarding formatting or pixel perfectness! For me as a consultant it is sufficient to know what is possible and what is not (now). With this in mind, I can advise users and customers. It is more important that the figures are correct, not that they are pretty.

    • Aaron_Yohannan
    • 6 days ago
    • Reported - view

    Hi ,

    Is it exported to excel from pyramid? Need your help to get this exported in excel with color on excel from pyramid which can be shared as an publication / auto mailer.

    This is very urgent for our client.

    Regards,

    Aaron Y

      • Senior Director of Product
      • Ian_Macdonald
      • 4 days ago
      • Reported - view

       

      SubTotal formatting of background colour does not export to Excel.

      Ian

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