Like what you see? Have a play with our trial version.

Error rendering macro 'rw-search'

null

Versions Compared

Old Version 16

changes.mady.by.user Unknown User (admin)

Saved on

compared with

New Version 17

changes.mady.by.user Unknown User (admin)

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

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.

 

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:

...

Expand
titleBar

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:

  1. Choose a numeric column from the left side, on which the formatting will be applied.

  2. Choose the Basic option from the Alert Type

  3. Select Bar from the Style dropdown
  4. Choose the type of comparison
  5. Select a target value
  6. Click on the +Add Another Rule link; a new popup to format matching cells in the report will appear
    1. Start creating a rule by choosing an operator and then adding a value

    2. Style the bar you want to make appear on the matching cells

      IconStyle typeDescription
      Bar colourChoose a colour for the bar.
      Left alignmentTo place the bar on the left part of the matching cells.
      Middle alignmentTo place the bar in the middle of the matching cells.
      Right alignmentTo place the bar on the right side of the matching cells. Note: The selected alignment's icon changes to blue
      Hide/Show textHide or show text/value of the matching data on the bar.
      Text colourIf you opt to show text on the bar, you can also change its colour.
    3. Click on the Submit button to save the rule
    4. 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.

Image Added

Follow these steps:

  1. Choose a column from the left side, on which the formatting will be applied.

  2. Choose the Advanced option from the Alert Type

  3. Click on the +Add Another Rule link; a new popup to format matching cells in the report will appear
    Image Added

    1. 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

    2. Choose a format

    3. Style the  values the matched conditions will display, the way you want

      IconStyle typeDescription
      Image AddedBoldTo make the matching values appear bold.
      Image AddedItalicMake your values italic with this option.
      Image AddedUnderlineAdd an underline to the matching values.
      Image AddedFont colourChange the colour of the font.
      Image AddedBackground colourChange the background colour of the matching cell.
    4. Click on the Submit button to save the advanced rule
      Image Added