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WorldShare Reports release notes, February 2017

Release Date: February 6, 2017

Introduction

Review these sections to see the new features, enhancements and bug fixes for this release:

Important links are also available.

New features and enhancements

Redesigned report export options

The menu options for exporting a report have been updated with the latest version of SAP BusinessObjects. Clicking the export button now opens a dialog box.

The 'Reports' option will generate an export of the fully formatted report. You can select PDF, XLSX, XLS, CSV, or text file type.

Each file type has additional options. For example, the PDF option will allow you to control which pages of the report you wish to print, CSV allows you to choose which special character (comma, semicolon, or tab) will be used to delimit columns, and the Excel formats allow you to prioritize the original formatting of a report or the ease with which you can view and manipulate the data in Excel.

 

 

The 'Data' option will generate an export of only the underlying data in a report in a CSV file: all formatting such as images or titles will be excluded.

For an optimal experience, leave the charset selection set to its default, UTF-8. Image DPI should also remain on the default setting.

Redesigned report export options

Conditional formatting can be used to highlight trends, alert staff to areas of concern, define and track thresholds, and much more. A formatting rule includes one or more conditional statements and specifies how a column in a report should be formatted if the rule's conditions are met.

In the following example, a formatting rule named 'Non-Pay more than Paid' has been applied to the first column in the report. This rule adds a dashed, red border if the value of the custom measure, NonPayment Amount, is greater than the value of Bills Paid Amount.

To create a formatting rule, switch to design mode and navigate to the Analysis tab and the Conditional submenu. Select the 'New Rule' button to open the rule editor. Give the rule a unique name. Create your rule and then select the 'Format' button to choose how to format cells that match the conditions. Click 'OK' to save the rule. Note that rules are report specific: a rule created for one report will not be available for use while designing other reports.

You can apply rules to one or more columns in a report by selecting the column(s), opening the 'Formatting Rules' dropdown, and clicking on the rule you wish to apply.

To watch a demonstration of conditional formatting, see this tutorial from SAP Analytics Training.

Important links

Support website(s)

Support information for this product and related products can be found at:

Notices

©2017 OCLC, Inc. All rights reserved. The following product, service and business names are trademarks or service marks of OCLC, Inc.: OCLC, WorldCat, WorldShare and "Because what is known must be shared." In addition, the WorldCat and WorldShare symbols are service marks of OCLC. Third-party product service names are trademarks or service marks of their respective owners. OCLC grants permission to photocopy this publication as needed.

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