Computed cell formats

Revision as of 01:08, 9 March 2018 by KMullins (talk | contribs) (Added link to video short for 5.0)


New to Analytica 5.0

Overview

You can write and use an Analytica expression to compute cell-level formats for a table (usually a result table), thus enabling the appearance of the table to adapt to data and results in the model. Fill color, font style and color, text alignment, border style, number format, and cell bars can all be computed, with virtually unlimited possibilities for the sophistication of logic.

Some examples

Several examples of computed formats are show here is illustrate the potential application of computed formats.

ComputedCellFormat heatmap.png

A heat map can be used to emphasizes the numeric quantity, where green vs. red is used to reflect positive versus negative, and transparency/opaqueness used to emphasize magnitude of the numbers in each cell.

ComputedCellFormat fontSize.png

Emphasizing numeric magnitude using varying font size.

ComputedCellFormat bars.png

And yet another method, depicting quantity using cell bars.

ComputedCellFormat alternatingRowColor.png

Alternating row colors.

ComputedCellFormat divisibleBy3.png

Fill color and outer border emphasize cells containing values with a certain property, in this case numbers that are divisible by 3.

ComputedCellFormat indentation.png

The indentation for the elements of an index are computed based on information in the model (in this case, whether the element is a state, country or city). This can be easier that manually indenting the items from the dialog, and can automatically adapt to new locales that appear later.

Tutorial video

Video: How to show negative numbers in red (time 2:30)

Cell Format Expressions

To use an expression to computed the cell formats, enter the expression into the Cell Format Expression attribute. To make this attribute visible in the Object window and Attribute pane, go to the Attributes dialog (on the Object menu) and turn on Cell Format Expression. Then edit the expression for your table from its Object window or from the Attribute pane.

By default, your computed format will apply to the result table of the variable with the format expression, but not to the edit table. Your computed formats take precedence over any manually selected formats (set from the Cell format dialog).

Cell format expressions are just normal Analytica expressions, but with calls to special functions called cell format predicates: CellAlignment, CellBar, CellBorder, CellFill, CellFont, CellNumberFormat, and CellOnClick. The CellFormats function is used to combine multiple predicates. The CellSpan function is used to apply formats to header cells and totals. The CellComparisonFormat is used to apply formats to external comparison variable columns.

Computing formats

Simplest example

The simplest example of a computed format would be an expression that contains a single predicate:

CellFill('Green', 0.1)

The 0.1 is the alpha channel (on a scale from 0.0 to 1.0), and serves here to lighten the green fill color. With this cell format expression, every body cell contains a dim green fill.

CellFormatExpression SimplestExample.png

Highlighting largest row and column

Next, we use the CellFill('Green', 0.1) inside some logic. In this case, we'll highlight the cells in the row and column with the largest sum. The CellFormatExpression is now

Var si := Sum(Self,I);
Var sj := Sum(Self,J);
If si=Max(si,J)  or  sj=Max(sj,I) Then CellFill('Green', 0.1)

:ComputedCellFormat Largest I and J.png

Notice that the expression references Self.

Highlight tails

In this example, we put the top 5 values along J in bold, and the bottom 5 values along J in italics.

Var r := Rank(Self,J);
If r<=2 Then CellFont(italics:true)
Else If r+2>IndexLength(J) Then CellFont(bold:true)

:ComputedCellFormat HighlightTails.png

Combining multiple predicates: hiding zeros

This example uses CellFormats( ) to combine two predicates, so that two properties are changed together (the font and the border). The example hides cells with zeros in a sparse matrix by setting the font color to white and the border type for all inner sides along I and along J to 'None'.

If Self=0 Then CellFormats( 
       CellFont(color:'White'),
       CellBorder('None',1,'Inner',I,J)
)

:ComputedCellFormat HideZeros.png

Combining multiple logic fragments

In addition to combining cell predicates, the CellFormats function is also used to combine multiple logic fragments. In this example, the first logic fragment sets the cell fill for every other row along index I, and the second logic fragment sets the font color of negative numbers to red.

CellFormats(
     If Mod(@I,2) Then CellFill(0xeeeeee),
     If Self<0 Then CellFont(color:'Red')
)
 
:ComputedCellFormat MultipleLogic.png

Applying formats to Totals rows and columns

The cells that appear in a Totals row or Totals column are outside the range of coordinates that can be described using the array indexes and Self. To specify a format that applies only to the Totals row or column, use the CellSpan function with a position of zero. The syntax is:

CellSpan( I, fmt, 0 )

where you are specifying format for the total over the I index, and «fmt» is a cell format expression. The 0 is the third parameter identifies the totals.

To create a thick border (width 3 pixels) between the totals and the body along index I, you can use

CellSpan( I, CellBorder( 'Solid', 3, 'Near', I ), 0 )

:ComputedCellFormat TotalsBorder.png


To do this for both indexes

CellFormats(
     CellSpan( I, CellBorder( 'Solid', 3, 'Near', I ), 0 ),
     CellSpan( J, CellBorder( 'Solid', 3, 'Near', J ), 0 )
)

:ComputedCellFormat TotalsBorder2.png
To set the borders of only the bottom right corner total (all sides)
CellSpan( I, CellSpan( J, CellBorder( 'Solid', 3, 'Both', I, J ), 0), 0 )

:ComputedCellFormat TotalsBorder3.png

Notice that in these examples, both the CellSpan predicate and the CellBorder predicate expect an index, but these indexes are playing different roles. In CellSpan it is identifying which cells (i.e., totals row or totals column), whereas in CellBorder it is identifying which side of the cells that were identified by the outer CellSpan (i.e., top/bottom or left/right). This is demonstrated by this example where one index is passed to CellSpan and the other index to CellBorder:

CellSpan( J, CellBorder( 'Solid', 3, 'Both', I ), 0) 

:ComputedCellFormat TotalsBorder4.png

Applying formats to header cells

To apply a format to the header cells for index I, use CellSpan( I, fmt, header:true ).

CellSpan( I, CellFill('Yellow'), header:true )

:ComputedCellFormat Header.png

With the «header» parameter set to false, CellSpan( I, fmt, header:false ) applies the format only to body cells, not to header cells, which is what usually happens without the CellSpan unless the expression is nested inside another CellSpan that applies it to headers. To apply the format to both headers and body cells, omit the header parameter.

CellSpan( I, CellFill('Yellow') )

:ComputedCellFormat HeaderAndBody.png

You can nest CellFormats inside (or outside) CellSpan. Here the CellSpan selects the totals row along «I», and the header cells of «I» as well as body cells (because the «header» parameter is omitted, and then within the CellSpan both fill and border are changed, so a CellFormats is used to combine them.

CellSpan( I, CellFormats( 
      CellFill('Yellow'), 
      CellBorder( 'Double', ,'Near', I, color:'Red' )
), 0)

:ComputedCellFormat CFinsideCP.png

Comparison variable columns

When you have comparison variables (or expressions) in your result table, CellComparisonFormat is used to select the column(s) that the format should apply to. The result for a variable y is shown here, and it the same table the results for variables x and u are also shown and have been added to this table as comparison variables. The Cell Format Expression is set to CellBar(Self), and since Self here is the result of y, the computed cell format has only information about y, but displays in the columns for x and u.

CellBar(Self)

:ComputedCellFormat ComparisonVars1.png

The above is not the desired display, since the bars that appear in the x column reflect the value of y. To restrict these bars to the y column, use

CellComparisonFormat( CellBar(Self), Self )

:ComputedCellFormat ComparisonVars2.png

To show the correct bars in each respective column

CellFormats(
    CellComparisonFormat( CellBar(Self), Self ),
    CellComparisonFormat( CellBar(x), x ),
    CellComparisonFormat( CellBar(u), u )
)

:ComputedCellFormat ComparisonVars3.png

Interaction with manually set formats

When you have set some cell formats from the Cell format dialog, and also have computed formats, the computed formats take precedence. Hence, if you set the fill to red using the dialog, but your Cell Format Expression sets cell fill to green for the same cell, the cell will be green.

Auxilliary variables

Your Cell Format Expression can reference several values that provide information about the view being shown, as follows.

  • Self: The value in each cell of the result or edit table. (For edit tables, these might be expressions).
  • HorizIndex: Synonymous with the horizontal index in the current pivot.
  • VertIndex: Synonymous with the Vertical index in the current pivot.
  • ComparisonIndex: Synonymous with the comparison index, if any.
  • ViewMode: The view type, one of: 'Mid', 'Mean', 'Sample', 'PDF', 'CDF', 'Statistics', 'Bands', 'Edit'.
  • VertIndexes: A list of row indexes (currently either 0 or 1 handles in length).
  • HorizIndexes: A list of column indexes (currently 0, 1, or 2 handles in length).
  • SlicersSetToTotal: A list of handles to slicer indexes that are currently set to Total.

Finally, the list of slicer index settings can be obtained from the top level of your logic, but not necessarily from within nested expressions, using the GetEvaluationContext function. For example, GetEvaluationContext( ) returns the list of slicer indexes, except those set to Totals. Then, for any of these, GetEvaluationContext(h) returns the selected position along that index.

Alternating row fill

An example earlier on this page showed an alternating row fill along the I index. If you pivot the table and put I on the horizontal, the alternation becomes an alternation of column colors. And it the pivot is such that I is on neither axis, no fill alternation appears at all, because the alternation is associated with the index I.

Using the auxiliary variable VertIndex, you can alternative rows in such a way that the row color alternates no matter what index is on the vertical.

If Mod(@VertIndex,2) Then CellFill( 0xeeeeee ) Else CellFill( 0xffffcc )

:ComputedCellFormats VertIndex.png

and if the table is pivoted, it is still the row fill that alternates.

:ComputedCellFormats VertIndex2.png

Although auxiliary variables are seldom used, outside the alternating row example, they do enable you to encode conditional logic that changes based on the view being displayed.

Edit Tables

By default, computed formats apply only to result tables, but static formats set from the Cell format dialog apply to both edit tables and result tables.

To apply your computed format to edit tables, set the CellFormatFlags attribute for your variable to 1. This must be done from Typescript:

where x is the identifier of your table.

Computed formats should be applied to edit tables only in certain safe cases. Many problems can result, so you should take great care before doing so. First, when your logic references Self, in many cases the values might be expressions in the edit table view, not numbers as they would be in the result table. This is likely to cause errors if your logic does even very common operations on the value, such as computing a Sum or Max, or using the value where a number is expected. Hence, you usually only want to consider computed formats that are restricted to numeric entries only.

Another consideration is the computation time required to re-evaluate your cell format logic. The expression will need to be re-evaluated often, including after individual cell changes. In a huge table, an operation over the entire array can take a substantial amount of time, and cause your edit table to be unwieldy.

Your computed expression can use the value of ViewMode, which is set to 'Edit' when an edit table is showing, as a way to alter your logic for the edit table view.

If ViewMode='Edit' Then «expression used for edit tables» Else «expression used for result tables»

See Also

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