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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.

Style

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

  • Bar: the value in a matching cell will be displayed as an inline bar. (Note: This type of styling can only be applied to certain types of content.)
  • Cell: the background colour in a matching cell will be highlighted.
  • Icon: the text in a matching cell will be replaced with an icon.

Type

Select the comparison type from the following options:

  • Value: compares data to set values eg. Greater than 10.
  • Compare Column: compares data to set values stored in another column. E.g. Compare the received amount with amount invoiced to highlight those that are not equal.
  • Percentage of Column: compares the value to a percentage threshold of a comparison column. Use this to highlight revenue that is 10% less than ‘planned revenue’.
  • Percentage of Total: compares the value to a percentage of the total of the column. Use this to highlight values that represent less than 5% of revenue.
  • Percentage of Max: compares the value to a percentage of the maximum value. Use this to highlight values relative to the maximum value eg. values that are in the lowest 20% bracket of results

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.

 

 

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Creating Basic Rules

Once you have selected how you want to highlight your data you must set the alert rule.

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See Columns Conditional Formatting to learn more about this.

Option

Description

Style

Define the style to be applied to the matching content.

Operator

Define the operator to be used for each rule.

Value

Define the value to be used (if required) for each rule.

 

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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