What is Rules Editor?

Rules Editor window is used to apply formatting to the members of the "classical" dynamic lists (i.e. DescendantsExclusive, BaseInclusive, etc).

You can format the dynamic list by creating the rules and applying them to different members of the dimensions.

How to format dynamic lists

To create a new rule press "Add a new rule" and set the rule name:

Define a condition, to which the rule will be applied:

• Account name stands for dimension member
• Is last item stands for the last item in the list
• Index stands for the serial number of the item in the list

Define an action to be applied to the condition:

• Apply Format - allows to select a specific format to be applied to the condition
• Set Custom Description - allows to select a specific description to be applied to the condition
• Set Empty - select this option, if you want to leave the condition empty
• Set Visible - select this option, if you want to make the condition visible
• Apply Header Format - allows to select a specific format, to be applied to the header
• Set Reverse Valuation - makes the negative values positive and vice versa
• Set Reverse Sign - flips the sign S
• et Suppress Value - sets automatic row suppression (e.g. suppresses rows with no data and zeros)

Example:

Let's consider an example of a multi-column reports, where the rows will be represented by a classical dynamic list with DescendantInclusive type:

We will set tho rules to this list:

• Account name equals TotalCompensation - apply Default Highlighted Header format
• Account level equals DirectCosts - apply custom description "Total Direct Costs" and apply Default Total format

As a result we will get the following formatted report: