SYMPTOM:
When a consolidation is created, formatting can be applied to the values and the headers of each consolidation element. This formatting is preserved throughout the report and is carried over when exporting to PDF/Excel. However, when a subtotal is added to this report on the Consolidation, the formatting of the consolidation elements will carry over when exported to PDF/Excel. This is after the report does not show the carried over formatting.
STEPS TO REPRODUCE:
1. Create a consolidation with Region grouping 1-2 different attribute elements. Change the formatting of the values to have different colors. Ensure that subtotaling is enabled for the consolidation.
2. Create a report with Year, the Region consolidation, and the Profit metric.
3. Enable Subtotals and enable a basic total.
After running the report the formatting will only be applied to the consolidation element values.
Figure 1: Consolidation element formatting applied in Desktop
However, when exporting the document into PDF or Excel the formatting of the attribute elements will overwrite and extend to the subtotal values.
Figure 2: Subtotals inheriting formatting from attribute elements in PDF mode
CAUSE:
This is a known issue with Strategy 9.x
ACTION:
Contact Strategy Technical Support for an update on this issue.
KB43394
