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Field Settings - Basic Rules

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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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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

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.

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