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.
Option | Description |
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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. |
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:
Based on the data type of the column, the styling options will differ. |
This can be used to highlight the background colour in a matching cell. For example, you can make it so that if the profits on your monthly report hit a number greater than 500,000, that data will be highlighted with a blue colour. Follow these steps:
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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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