Working with Text Blocks

Users can add blocks of text to Dataset Reports to make them even more informative and compelling. To use this option, drag the Text component to the Report Canvas and select options as needed. Variables in  Text Blocks allow Users to add high-level KPIs to their Dataset Reports.

[6.1.1 new] New option to define your own formulas for Variables in a Text block allowing maximum flexibility in highlighting Issues and Results.

1. Formatting options

The following formatting functionality is supported:

  1. Undo/redo (change history)
  2. Bold, Italic, text alignment (left, center, right)
  3. [5.5.1] Ordered and Unordered lists
  4. [5.5.1] Tables
  5. Hyper-linking
  6. Font color, background color
  7. Font family
  8. Font size
  9. [5.5.1] Source code (HTML) viewing and editing (Variables)
2. Adding Variables and Formulas

The default list of Variables can be extended from:

  1. Text Block Editor via edit icon
  2. Variables drop-down (Add new.. will open the Text Block editor)

Text Block editor will slide out for input

2.1. The Text Block Editor - Variables

The Formula feature is new in Version 6.1.1—older versions will not display [+ Formula]. Your Formulas will display in the Variables dropdown on the Text Block component.

Report Editor - Google Chrome
  1. Give the Text Block a descriptive Title (optional)
  2. Select [+ Variable] to display drop-down options for:
  3. System defined type of aggregation (Sum, Ave, Min, Max...)
  4. Variable  (field name or formula name)

[Apply] to add these options to your list of Variables in Text Block

Report Editor - Google Chrome

The new Variable is now available for use anywhere in your Text Block simply by selecting from the Variable dropdown.

2.2. The Text Block Editor - Formulas

Variables must be defined prior to creating the Custom formulas that display them.

  1. Select [+Formula] to open popup for new Variable + Format
  2. Input meaningful Display Name (optional)
  3. Create your Formula using "[" to provide list of available Variables, plus mathematical / arithmetic symbol(s)
  4. Select a Display Mask if you do not wish to use the default
  5. [+ Formatting Rule] allows you to use standard formatting to select color, text size, background, etc for the Variable
  6. Validate Formula allows you to verify result before selecting DONE to return to Variable Editor

2.2.1. Mathematical operations supported

  • Add       +
  • Subtract  -
  • Multiply *
  • Divide  /
  • Multiple operators  (x*y) + z / b
  • Power() 
  • Mod()
  • ABS()

2.3. Edit the Text Block to clarify the meaning and then select a Variable from list  

The Variable will appear at the point of your cursor and will be replaced in the Viewer and emails with correct value.

Example below show that Formatting may also be applied to these options (Bold, Larger type applied)