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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. You can create rules to highlight or

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change the appearance of data on your report and charts.

 

It is recommended that Conditional Formats

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be 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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Option

Description

Alert Legend

Display a conditional format rules legend with the report.

Legend Title

Provide a title for the conditional format rules legend.

Legend Description

Provide a description for the conditional format rules legend.

 

Types of Conditional Formatting

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You can create conditional formatting rules for your report columns as well as your widgets. To learn more

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about these, click on the options below:

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

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.

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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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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:

 

Value Overlaps

If you are creating a number of Conditional Formats, as in the example above, care will have to be taken to ensure that the Conditional Format values do not overlap. For instance you cannot set one record that is 50 to 60 and another 55 to 65. This will cause a clash in processing and may result in your report failing.

 

Value Sequence

When creating a range of values – such as for

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BETWEEN

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 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.

 

Value Applicability

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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Related links:

Conditional Formatting on Report Columns

Conditional Formatting on Canvas Widgets

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