You can create rules on report columns and even canvas widgets to highlight or alter data when a match is made on the content.
Based on the data type of the column, the styling options will differ. |
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:
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: Choose a column from the left side, on which the formatting will be applied - Choose the Basic option from the Alert Type
- Select Cell from the Style dropdown
- Choose the type of comparison
- Click on the +Add Another Rule link; a new pop to format matching cells in the report will appear
- Start creating a rule by choosing an operator and then adding a value
Set a style to highlight the matching cells Icon | Style type | Description |
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| Bold | To make the matching values appear bold. | | Italic | Make your values italic with this option. | | Underline | Add an underline to the matching values. | | Font colour | Change the colour of the font. | | Background colour | Change the background colour of the matching cell. |
- Click on the Submit button to save the rule
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This can be used to replace the text in a matching cell with an icon. Follow these steps: Choose a column from the left side, on which the formatting will be applied Choose the Basic option from the Alert Type - Select Icon from the Style dropdown
- Choose the type of comparison
- Click on the +Add Another Rule link; a new popup to format matching cells in the report will appear
- Start creating a rule by choosing an operator and then adding a value
Choose an icon; you can also alter its colours Icon | Style type | Description | Screenshot |
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| Select icon | Choose from a range of icons | | | Forefront colour | Change the forefront colour of the icon. | | | Background colour | Update the background colour of the icon. | |
- Click on the Submit button to save the rule
- This icon will now appear wherever matched data is found in your report
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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: Choose a numeric column from the left side, on which the formatting will be applied. Choose the Basic option from the Alert Type - Select Bar from the Style dropdown
- Choose the type of comparison
- Select a target value
- Click on the +Add Another Rule link; a new popup to format matching cells in the report will appear
- Start creating a rule by choosing an operator and then adding a value
Style the bar you want to make appear on the matching cells Icon | Style type | Description |
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| Bar colour | Choose a colour for the bar. | | Left alignment | To place the bar on the left part of the matching cells. | | Middle alignment | To place the bar in the middle of the matching cells. | | Right alignment | To place the bar on the right side of the matching cells. Note: The selected alignment's icon changes to blue | | Hide/Show text | Hide or show text/value of the matching data on the bar. | | Text colour | If you opt to show text on the bar, you can also change its colour. |
- Click on the Submit button to save the rule
- This bar will now appear wherever matched data is found in your report
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Rules on Widgets
Yellowfin also lets you create conditional rules using canvas widgets, such as charts, text, images and shapes on the canvas. This way you can, for example, hide charts when a rule's condition is matched.
Before creating a widget rule, ensure that the widget's conditional formatting feature is switched on. To learn how to do that, see below.
Follow these steps to switch on the conditional formatting feature on a widget: - Once a widget is added to the canvas, click on it to make a menu appear on top of it
- Click on the dotted menu icon here to control with the widget's settings
- Expand the Conditional Formatting label
- Click the button to enable its feature
- You can also click on the Edit Rules button at the bottom to jump to the conditional formatting window
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