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Institute of IT Trainers - Freelance Trainer of the Year 2006 & 2009
Liverpool Business Connect Member
  Maximum Impact Solutions Limited - Reporting Solutions, Creating Answers
Reporting Solutions - Creating Answers, Crystal Reports, Dashboarding (Xcelsius) & SQL Reporting Services

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25
May

Creating Crystal Xcelsius custom color palettes

Crystal Xcelsius comes with a myriad of color palettes, but chances are the color palette required for a clients’ dashboard does not exist.

 

In this instance Xcelsius has the functionality to allow designers to create and save their own custom color palette.

 

There are three ways that one can create a custom color palette:

  •  Define the ten colours squares of the color palette manually
  •  Define the colour of one of the squares of the color palette, and let Crystal Xcelsius define the colours of the other nine square palettes, using the Auto Match Color feature, or
  •  Use the Advance Settings to define the colours of all the components of Crystal Xcelsius.

 

To create a custom color palette:

 

1.    Either:

i       Select the Format menu and Color Theme,

ii      In the Color Schemes dialog box:

 

Crystal Xcelsius Custom Color Scheme dialog box 

iii    Press the Create New button

or

i       Press the Colors button on the toolbar

ii      Scroll to the bottom of the list, and

iii    Select the Create New Color Scheme option

 

 

This opens the Custom Color Scheme:

 

 Crystal Xcelsius Custom Color dialog box

 

To manually create a custom color scheme

 

1.    In the Custom Color Scheme dialog box, Name the Custom Palette

 

2.    Click on the first square of the palette

 

3.    Create the desired colour, by:

i       Click within the Color Picker

ii      Use the Luminosity Slide to make the colour lighter or darker

 

4.    Click on the next color palette

 

5.    Repeat step 3

 

6.    Repeat steps 4 – 5, to define the rest of the custom palette

 

7.    Press Save button

 

To create a custom color scheme, using the Auto Match Colors feature:

 

1.    In the Custom Color Scheme dialog box, Name the Custom Palette

 

2.    Click on a square of the palette

 

3.    Create the desired colour, by:

i   Click within the Color Picker

ii    Use the Luminosity Slide to make the colour lighter or darker

 

4.    Select the Auto Match Colors

 

5.    Use the Alike slide, to allow Crystal Xcelsius to automatically create the palette more alike or less alike the created custom palette color:

 

The Custom Color Scheme usingg the Alike function

 

6.    Press Save button

 

 

To create a custom color scheme, using the Advance Settings feature:

 

1.    In the Custom Color Scheme dialog box, Name the Custom Palette

 

2.    Click on the Advanced Settings hyperlink:

 

Crystal Xcelsius Custom Color using the Advanced Setting feature 

 

3.    In the Custom Color Scheme dialog box, click on the required tab.

 

4.    Click on the colour square of the selected component

 

5.    Select the required color from the Theme Colors of the Color dialog box:

 

Crystal Xcelsius Color Options 

 

6.    If the required color is not available, click on the More Colors option

 

7.    Select the required colour from the Standard Tab:

 

Crystal Xcelsius Standard Color Paletter 

 

or

 

8.    Create the required colour in the Custom Tab:

 

Crystal Xcelsius Custom Color Palette Creator 

 

9.    Press the OK button

 

10. Repeat Steps 3 – 9, to complete the custom color palette.

 

11. Press the Save button

 

 

To Apply a Custom Palette to a dashboard:

 

1.    Open or Create a new Crystal Xcelsius dashboard

 

2.    Either:

  •   Select the Format menu and Color Theme, or
  •   Press the Colors button on the toolbar

3.    In the Customs Category, select the require palette

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