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Overview
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The most important reason for creating a Conditional Format is to assist an end user to interpret the data presented to them. The example below illustrates how Conditional Formats can help the user. The average salary column has had red and green Conditional Formats applied to it. This makes it easy for the user to quickly interpret the report and act on the information provided.
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It is recommended that Conditional Formats are used whenever the reader of a report needs to be drawn to act or interpret data based on a pre-determined set of rules.
General Settings
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Field Settings - Basic Rules
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<iframe width="700" height="394" src="https://www.youtube.com/embed/dyIfrmaiKF4?color=white" frameborder="0" allowfullscreen></iframe> |
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Basic rules allow you to set the format of a column using comparisons to either its own values or another field's field’s values. This is the most common forms of Conditional Format that is applied.
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<iframe width="700" height="394" src="https://www.youtube.com/embed/pM9QMsEKvak?color=white" frameborder="0" allowfullscreen></iframe> |
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Once you have selected how you want to highlight your data you must set the alert rule. The rule input section will differ based on earlier selections however, generally you will need to choose the colour the operator (greater than etc) and input the values.
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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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Conditional Format Data Validation
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When creating a range of values - – such as for a BETWEEN operator the lower end variable must be inserted as the first value of the Conditional Format followed by the higher. Example - – 30 then 40 not 40 then 30. If this is not followed you report Conditional Format will fail since no data will meet the criteria.
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You do not have to create a Conditional Format for every possible value that will be returned. If there is a measure that does not meet a Conditional Format criterion it will be returned in a normal font. Conditional Formats should only be put on values that you want to draw attention to.
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