Basic Formatting
Basic rules allow you to set the format of a column using comparisons to either its own values or another field’s values. This is the most common form of Conditional Format that are applied.
Option | Description |
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Alert Type | Select the complexity of the alert rules.
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Style | Select a display method for the alert. There are three options available:
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Type | Select the comparison type from the following options:
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Target | If you select a column comparison type you will have to choose the column that you want to compare your data to. Choose the appropriate column. |
Creating Basic Rules on Report Columns
While on the Conditional Formatting popup window, you can create rules with different types of styling. Yellowfin allows users to add three types of styles when rules are matched, as explained below:
Based on the data type of the column, the styling options will differ.
This can be used to highlight the background colour in a matching cell. For example, you can make it so that if the profits on your monthly report hit a number greater than 500,000, that data will be highlighted with a blue colour.
Follow these steps:
Choose a column from the left side, on which the formatting will be applied
- Choose the Basic option from the Alert Type
- Select Cell from the Style dropdown
- Choose the type of comparison
- Click on the +Add Another Rule link; a new pop to format matching cells in the report will appear
- Start creating a rule by choosing an operator and then adding a value
Set a style to highlight the matching cells
Icon Style type Description 
Bold To make the matching values appear bold. 
Italic Make your values italic with this option. 
Underline Add an underline to the matching values. 
Font colour Change the colour of the font. 
Background colour Change the background colour of the matching cell. 
- Click on the Submit button to save the rule
This can be used to replace the text in a matching cell with an icon.
Follow these steps:
Choose a column from the left side, on which the formatting will be applied
Choose the Basic option from the Alert Type
- Select Icon from the Style dropdown
- Choose the type of comparison
- Click on the +Add Another Rule link; a new popup to format matching cells in the report will appear
- Start creating a rule by choosing an operator and then adding a value
Choose an icon; you can also alter its colours
Icon Style type Description Screenshot 
Select icon Choose from a range of icons 
Forefront colour Change the forefront colour of the icon. 
Background colour Update the background colour of the icon. - Click on the Submit button to save the rule
- This icon will now appear wherever matched data is found in your report
This is used to make the value in a matching cell display as an inline bar. (Note: This type of styling can only be applied to certain types of content.)
Follow these steps:
Choose a numeric column from the left side, on which the formatting will be applied.
Choose the Basic option from the Alert Type
- Select Bar from the Style dropdown
- Choose the type of comparison
- Select a target value
- Click on the +Add Another Rule link; a new popup to format matching cells in the report will appear
- Start creating a rule by choosing an operator and then adding a value
Style the bar you want to make appear on the matching cells
Icon Style type Description 
Bar colour Choose a colour for the bar. 
Left alignment To place the bar on the left part of the matching cells. 
Middle alignment To place the bar in the middle of the matching cells. 
Right alignment To place the bar on the right side of the matching cells. Note: The selected alignment's icon changes to blue 
Hide/Show text Hide or show text/value of the matching data on the bar. 
Text colour If you opt to show text on the bar, you can also change its colour. - Click on the Submit button to save the rule
- This bar will now appear wherever matched data is found in your report
Advanced Formatting
Advanced rules allow you to create complex rules for determining the format of the column. For example, if you wanted to create a rule such as: If Region = Europe and Revenue > $200,000 then highlight Profitability as RED.
Follow these steps:
Choose a column from the left side, on which the formatting will be applied.
Choose the Advanced option from the Alert Type
- Click on the +Add Another Rule link; a new popup to format matching cells in the report will appear
Enter the logic of your rule. You can select a column the operator and the value. By clicking add you can add additional rules with bracketing etc. See Filter Settings for more information
- Choose a format
Style the values the matched conditions will display, the way you want
Icon Style type Description Bold To make the matching values appear bold. Italic Make your values italic with this option. Underline Add an underline to the matching values. Font colour Change the colour of the font. Background colour Change the background colour of the matching cell. - Click on the Submit button to save the advanced rule
Conditional Formatting on Totals
Totals
If you have a total value displayed on any of the columns, you can apply formatting rules to those values. The setup configurations for these include:
Option | Description |
|---|---|
Style | Select a display method for the formatting rule. There are two options available:
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Type | Select the comparison type from the following options:
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Format Sub Totals | Enable this toggle to apply conditional formatting rules to subtotal cells. |
Rule | Create a basic conditional formatting rules, as you would for a Column. |