Start tab: Styles, Analyze, Loading, Reset
📷 Screenshot needed:
start-right-sections.png- the right half of the Start tab: Styles, Analyze, Loading and Reset.
Styles
| Button | What it does |
|---|---|
| Formatting | Opens (and closes) the Formatting panel: every row, column and cell you formatted from the Start tab. The button looks pressed while the panel is open. |
| Conditional Formatting | Opens the Conditional Formatting menu. |
The Conditional Formatting menu
Modelled on Excel's. Most entries create a rule at once for the selected columns (or ask for the columns first if none are selected), and a message at the bottom says what was done, with Undo and Edit. Every rule lands in the Conditional Formatting panel as an ordinary card.
The free version has room for one rule. With one rule in the list, an entry that would create another does not: a message says what the free version has, with Learn more. See License.
| Entry | Submenu |
|---|---|
| Highlight Cell Rules | Greater Than..., Less Than..., Between..., Equal To..., Text that Contains... |
| Top/Bottom Rules | Top 10 Items..., Bottom 10 Items..., Above Average..., Below Average... |
| Data Bars | Two grids of six colors: Gradient Fill and Solid Fill. A click creates the rule. |
| Color Scales | Twelve presets, three-color and two-color. A click creates the rule. |
| New Rule... | Opens the panel with a new rule begun. |
| Clear Rules > Clear Rules from Entire Sheet | Deletes all rules (with Undo in the message). |
| Manage Rules... | Opens the panel. |
The entries ending in ... open a small form under the button with:
- the value(s) the rule needs (a number, two numbers, text, or a count with items / % of the column) - or nothing for the average rules,
- Format - one of the six ready-made formats (see Conditional Formatting) or Custom format... to finish it in the panel,
- Applies to - the columns; a + opens the column picker when you have not selected any.
OK creates the rule; a wrong or missing input gets a line of text under the fields instead of closing the form.
The twelve color scales are: Green - Yellow - Red, Red - Yellow - Green, Green - White - Red, Red - White - Green, Blue - White - Red, Red - White - Blue, White - Red, Red - White, Green - White, White - Green, Green - Yellow and Yellow - Green.
Analyze
Totals
Totals opens a menu with three sections. Needs a license - without one the button is locked and the default places apply (grand total at the bottom, subtotals on top, no Total column); what you set stays saved.
| Section | Entries | Default |
|---|---|---|
| Row Total (the grand total row, labelled "Total") | Top, Bottom, Off | Bottom |
| Row Subtotals (where a group's subtotal sits relative to its own rows) | Top (above its children), Bottom (below them) | Top |
| Column Total (a Total column for the whole table) - only there while the Columns field well has a field in it | Start, End, Off | Off |
Changing a placement redraws the table; it never changes a value. The total row can be selected and formatted like any row.
Filter
Filter opens a menu with two switches (check marks). Needs a license - without one the button is locked and both are off; what you set stays saved.
| Entry | What it does |
|---|---|
| Collapse Repeating Levels | In an unbalanced hierarchy, a row whose only child has the same value as the row itself - repeated down through several levels - is shown as one row. Its + / - jumps straight to where the hierarchy branches again. |
| Hide NULL Rows | Leaves out rows without any value. While it is on, the entry shows how many rows it hides right now: "Hide NULL Rows (12 hidden)". |
Loading
Loading opens the strategy menu: Full Loading or On-Demand Loading, and Preload Rows. Everything about it is in Loading strategies.
Reset
Reset returns the visual to the state of a freshly added one. It first asks for confirmation:
Reset everything? This will clear all custom settings in this visual, including: a. Templates and design settings (fonts, spacing, lines, banding) b. Row/column formatting, hidden rows/columns, and conditional rules c. Expanded row and column states (Note: Data loading configurations will not be affected.)
After the reset the Default template is active, all rows are collapsed and the Formatting and Conditional Formatting panels are closed. A license key is not touched by it. See Saving, Undo and Reset.