Conditional Formatting

Overview

General Settings

 Display

Option	Description
Alert Legend	Display a conditional format rules legend with the report.
Legend Title	Provide a title for the conditional format rules legend.
Legend Description	Provide a description for the conditional format rules legend.

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 Display

Option	Description
Alert Legend	Display a conditional format rules legend with the report.
Legend Title	Provide a title for the conditional format rules legend.
Legend Description	Provide a description for the conditional format rules legend.

Field Settings

 Setup

Option	Description
Alert Type

• Basic: these alerts are based on comparison of the column value to a set value or another column.
• Advanced: |

  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. Traffic Lights Arrows Up Arrows Down Ticks Shapes
  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 : cCompares 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 : cCompares 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 : cCompares 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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 Setup

Option	Description
Alert Type

• Basic: these alerts are based on comparison of the column value to a set value or another column.
• Advanced: |

  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. Traffic Lights Arrows Up Arrows Down Ticks Shapes
  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 : cCompares 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 : cCompares 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 : cCompares 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.

 Alerts

Option	Description
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 Alerts

Option	Description
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