Risk Matrix Sidebar Fields
Each risk shown on a risk matrix report is represented by a tag containing information about that risk. The set of tags on either side of the matrix are known as the sidebars. The sidebars must contain at least one data field in order to create a risk matrix report.
The Sidebar Fields page of the Risk Matrix Report Designer allows you to select and format these sidebar fields.
Use the Add Cost Field or Add Non-Cost Field buttons to add a new sidebar field, depending on whether the field to be added is or is not a cost field.
Select the field to be deleted, then click on the Delete Field button.
Changing Field Positions
The top-to-bottom order of the fields shown in the main display box is the same order as the fields will have left-to-right in the sidebars. Select a field and use the Move field up/down arrows to change its position.
Risk tags will be combined into blocks, one block for each occupied square on the risk matrix. Each tag block will normally have a header row identifying the fields in the block. The names in the header row will, by default, be the field name as shown in the main display area. You can alter a header row name by selecting a field and typing a new name into the Field Title box above the main display area.
If it is obvious which fields are in use (for example, if you are using the cost item number and name fields only), you may not need to show any headers. Click on the Hide field titles box to remove the header rows.
Select the field you wish to be conditionally formatted, then click on the Conditional Format button. If a conditional format already exists for this field, this button will turn red when you select the field.
Field Width and Report Width
Each field has a software-defined default width. To change this width, enter a new value into the width box in the Field Width frame. The width of each field can be shown in the main display box on this page by clicking the Show field widths box in the Field Control frame.
This frame also shows the overall report width, defined as the distance from the left hand side of the left tag block to the right hand side of the right tag block. The scaling that will be required to fit the report into a single sheet width when printing it, based on the paper size and orientation, is also shown. For readability purposes you should not let the scaling factor go below about 80%.
Text wrap is the process whereby long text entries, such as risk names, are wrapped onto a new line if they cannot fit onto a single line. You may control the text wrap property of each field individually. It is recommended that you do not use text wrap for cost or date fields. If data does not fit into a single line in these cases, increase the field width or reduce the font size.
If you have a large number of risks to be shown in the report it is recommended that text wrap be turned off for all fields, as this would otherwise cause the vertical extent of the sidebars to be excessive.
You may control the horizontal alignment (left, center, or right) of each field individually. You can display field alignments in the main display area by clicking on the Show alignments box in the Field Control frame.
You may individually select the number of decimal places to be shown with each numeric field.
You may select the text color, background color, font size and bold/italic characteristics of each field individually. Note that conditional formatting will override normal field formatting.