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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 values. This is the most common forms of Conditional Format that is applied.

 

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titleSetup

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 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

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

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Traffic Lights

Arrows Up

Arrows Down

Ticks

Shapes

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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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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