Using the Legend View

You can use the Legend view to document the meaning of special formatting used in
a report, such as the meaning of custom colors applied to gauges. Legends appear in
HTML and PDF output, and can be localized.

For example, suppose you use conditional formatting in a report to show critical items
in the color red and items that need attention in the color yellow. You can add a legend
with text that documents the meaning of the colors and captions that summarize
the appropriate action. You can use cosmetic formatting to make the background
colors of the text match the colors in the conditional report.

Each legend item consists of a legend symbol with sample text (for example, a red
box that displays Critical) and a caption that documents the meaning of the legend
symbol (for example, Requires Immediate Attention).

Screen

Legend View

How to…

Add a Legend View

1. Create or modify the report with which you want to work.

2. Click the Results tab.

3. Click the button and choose the Other Views > Legend using the drop-down,
cascading menu.

4. Click the  button to save the report.

 

Edit a Legend View

1. Create or modify the report with which you want to work.

2. Click the Results tab.

3. In the Views pane, select the legend view and click the  button. The view
appears in the workspace.

4. In the Captions field (in the task bar), choose the position for the caption relative
to the legend symbol using the drop-down list.

5. In the Legend items per row (in the task bar), choose the number of legend items
to display in a row using the drop-down list.

6. In the Title field, type the title of the legend.
Click the button (Format Title) to specify the font, cell, border, and additional
formatting options.

7. For each legend item, do the following:

a. In the Caption field, type text to describe the meaning of the legend symbol.
b. In the Sample Text field, type the text to display within the legend symbol.
c. Click the button (Format Text) to specify the font, cell, border, and additional
formatting options.
To add additional legend items, click Add Caption button.

8. To delete a legend item, click the  button for the corresponding item.

9. Click the arrow buttons to reposition the legend items within the legend.

10. Click the  button.

11. Click the  button to save the report (and embedded views).

 

Format a Legend View

1. Create or modify the report with which you want to work.

2. Click the Results tab.

3. In the Views pane, select the legend view and click the button. The view
appears in the workspace.

4. Click the  button (Format Legend View) to specify the font, cell, border, and
additional formatting options for the legend view.

5. Click the  button.

6. Click the  button to save the report (and embedded views).