Conditionally formatting a column in a tabular report

Overview

SolveXia Analytics & Reporting provides a simple way to create powerful reports based on managed tables. With the latest BI and data visualisation techniques, you can create reports that communicate and inform effectively.

This article will guide you through the use of the conditional formatting feature. This feature allows the user to impose a condition on the whole of a particular column, such that the cells which satisfy the condition will take on a specified formatting. In this example, we will highlight the background cells to green if the value contained in the cells are above 1000.

Before we get started

Before you start, please ensure that you have a managed table with at least one row of data. If you need help to create a managed table or to import data into a managed table, please refer to the articles below.

[message type=”warning”]For the purposes of this article we will continue to use the example from the How to create a tabular report with Drill-Through capability tutorial.[/message]

Steps

1. Open up the Parent report you created in the How to create a tabular report with Drill-Through capability tutorial to the ‘Edit’ screen.

2. Click the arrow at the right side of the header cell of the ‘Sum AirlineInfo_Amount’ column.

3. A dropdown will appear. Select ‘Conditional Formatting’ from the dropdown.

4. The conditional formatting dropdown from the column formatting menu of ‘Sum AirlineInfo_Amount’ will open up. From here, you can choose to either add a Basic Rule or an Advanced Rule. Basic Rules allow an user to apply a condition to a particular column based on the values within that column. Advanced Rules allow an user to apply a condition to a column based on the values within multiple other columns. Click ‘Add Rule’.

5. The dropdown for ‘Display Style’ should be set to “Cell” by default. This allows the user to format the background colours of cells if their values fulfill the specified condition. The other options are “Bar,” “Icon,” and “Text”. These options, if selected, would change any cells to a bar (of a calculated length), an icon (traffic lights, arrows, shapes, ticks), or specified text, depending on the values contained in the cells.

6. The dropdown for ‘Type’ should be set to “Value” by default. This allows the user to apply the display style selected to cells based on the values contained in those cells. The other options are “Compare Column,” “Percentage of Column,” “Percentage of Total,” and “Percentage of Max”.

7. Click the first icon in the ‘Style’ section to bring up the Colour Picker.

8. The Colour Picker will open up. Select a green colour.

9. Click [highlight txt=’Ok’].

10. The first dropdown in the ‘Rule’ section should be set to “Equal to” by default. Click the dropdown.

11. The dropdown will open up. Select “Greater than” from the dropdown.

12. Type “1000” into the first text field in the “Value” section.

13. Click [highlight txt=’Save’].

14. All cells in the ‘Sum AirlineInfo_Amount’ column which contain values greater than 1000 will now have green backgrounds. The Conditional Format List will also have appeared at the bottom of the table, summarising the conditional formatting rules which have been applied to the table.

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