Creating, Changing and Displaying an Exception

Creating an exception

You define an exception from the drilldown list. Once you have defined the exception, it also appears in the detail list and can be changed there.

The cursor position determines for which element the exception is to be defined. The area of validity for the exception is determined as in the following example. The example report has been defined to yield a two-line column header. Consequently, the columns are grouped together into column groups.

Example report for creating an exception

If you choose to define an exception for the range Column, the following scenarios are possible. If the cursor is positioned on A, the exception applies to "Sales 1994". If it is positioned on B, the exception applies to the column group "1994". Thus it applies to both "Sales 1994" and "Contribution margin 1994". If the cursor is positioned on C, the exception applies to "Sales". Consequently, it is valid for both "Sales 1994" and "Sales 1995".

If you define an exception for a Cell, it applies for a specific characteristic value. In the above example, it is clear from the header of the list which country and customer the exception is valid for, regardless of the cursor position. If the cursor is positioned on A, this means that it also applies to the product "Tomatoes".

To define a new exception, proceed as follows:

  1. Execute a report.
  2. Position the cursor on the column header or cell for which you want to define the exception. Choose the menu option Extras ® Create exception.
  3. In the dialog box, click on the desired range of validity. Choose Column if you want to define the exception for one column in all the lists of the report. Choose Cell if you want to define it for one cell or all the cells of one column of one list. Press Continue.
  4. In the next dialog box you can enter a description for the exception. The system displays the range of validity you chose. If you want the exception to apply for all the characteristic values in the column, enter *. Press Continue.
  5. You can define either one or two thresholds. Enter a value for the desired threshold(s) and set the threshold(s) to active. Choose the desired color. If you do not want to define one of the thresholds, make sure that it is not active. Press Continue.
  6. In the graphic below you can see the possible effects of your decisions. The following different combinations are possible: two red ranges, two green ranges, one red and one green range, or either one red or one green range.

  7. The report rows will now appear in the color which corresponds to their content. You can define as many exceptions in a report as you want.

Displaying, changing and deleting exceptions

You can display the exceptions which exist for a report under Extras ® Display exceptions. You obtain a list of all the exceptions in the report. When you double-click on an exception, the system displays the parameters for that exception in a subsequent dialog box. If you have created other exceptions for this report, you can then display these using the functions Previous exception and Next exception. You can change and delete individual exceptions in a similar fashion under the menu option Change exception. If you want to delete all the exception in a report, choose Delete exceptions.

Use of exceptions in report lists

It is possible to define more than one exception for a single cell. It may then occur that one exception is "normal", the next one "green" and the third one "red". In this case the system follows the priority rule: red, green, normal. This means that if at least one exception has the condition "red", the system displays that cell in red. If "red" does not occur and one of the exceptions has the condition "green", the cells appears in green. The normal color only appears when all of the exceptions for that cell have the condition "normal".