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You can create conditional formatting rules for your report columns as well as your widgets. To learn more on these, click on the options below:

 

 

Field Settings - Advanced Rules

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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.

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Option

Description

Alert Type

Select the complexity of the alert rules.

  • Basic: these alerts are based on comparison of the column value to a set value or another column.
  • Advanced: these alerts can be based on multiple conditions, set up using logic similar to that of Filter Settings.

 

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Option

Description

Alert Details

Provide a description for this rule.

Style

Select a display method for the alert. There are four options available:

  • Bar: the value in a matching cell will be displayed as an inline bar.
  • Cell: the background colour in a matching cell will be highlighted.
  • Icon: the text in a matching cell will replaced with an icon.
  • Text: the text in a matching cell will be highlighted.

Icon Set

If the Style is set to Icon then select the set of icons to apply to the alert.

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Traffic Lights

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Arrows Down

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Ticks

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Shapes

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Colour

This option requires you to define either the colour, or the icon from a set, to be applied to the rule.

Rules

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.

 

Conditional Format Data Validation

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When inserting values into the Conditional Format type a number of rules need to be followed. These include:

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