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Columns Conditional 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 forms of Conditional Format that are applied.
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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
Once you have selected how you want to highlight your data you must set the alert rule.
You can create rules on report columns and even canvas widgets to highlight or alter data when a match is made on the content.
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Based on the data type of the column, the styling options will differ. |
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:
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This can be used to replace the text in a matching cell with an icon. Follow these steps:
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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:
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Rules on Widgets
Yellowfin also lets you create conditional rules using canvas widgets, such as charts, text, images and shapes on the canvas. This way you can, for example, hide charts when a rule's condition is matched.
Before creating a widget rule, ensure that the widget's conditional formatting feature is switched on. To learn how to do that, see below.
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title | Enable Widget Conditioning |
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Follow these steps to switch on the conditional formatting feature on a widget:
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