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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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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 フィルター設定.
| 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. | Panel |
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| borderColor | white |
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| bgColor | white |
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| 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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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 |
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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 フィルター設定.
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Option | Description |
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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 | If the Style is set to Icon then select the set of icons to apply to the alert. | Panel |
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| borderColor | white |
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| bgColor | white |
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| 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 フィルター設定 for more information.
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Conditional Format Data Validation
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