You can create rules on report columns and even canvas widgets to highlight or alter data when a match is made on the content.
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
Based on the data type of the column, the styling options will differ.
- 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 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
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 Select icon Choose from a range of icons Forefront colour Change the forefront colour of the icon. Background colour Change 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
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 Select icon Choose from a range of icons Forefront colour Change the forefront colour of the icon. Background colour Change 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
Rules on Widgets