r06 - intermediate reporting: conditional formatting (mcu)

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R06|Intermediate Reporting: Conditional Formatting

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Conditional Formatting DefinedApplying Conditional Formatting

Agenda

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Conditional Formatting OverviewConditional Formatting Examples

Conditional Formatting Defined

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Applies user-defined formatting to Report Determined by pre-defined criteriaApplied to field values or entire row

Conditional Formatting Overview

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Benefits of utilizing Conditional Formatting:• Draw attention to specific records • Locate unique values • Identify trends or outliers

Conditional Formatting Overview (cont’d)

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Work Order Labor Hour Report with more than 40 Labor hours in a week in bold red:

Conditional Formatting Examples

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Asset List Report with inactive records highlighted:

Conditional Formatting Examples (cont’d)

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Inventory List Report with an On Hand count less than 5 italicized and surrounded by a border:

Conditional Formatting Examples (cont’d)

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Format Sub-TabsCriteria and Style

Applying Conditional Formatting

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Up to three Conditional Formatting criteria can be defined Format sub-tabs are used to define Criteria and Style

Format Sub-Tabs

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Four Criteria Types available:• Numeric• Text• Date• Yes / No

Criteria and Style

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Operator field options dependent on Criteria Type selected Value(s) field will appear logically

Criteria and Style (cont’d)

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Apply Criteria to field designates which column (or all columns) to apply Conditional Formatting Specific column number determined by display order of fields in Display Fields list

Criteria and Style (cont’d)

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Limit Criteria to specify which row(s) to apply formatting:• All rows of Report • Selected Group Sub-Total• Grand Total

Criteria and Style (cont’d)

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Format field used for standard border and background options Format Style uses CSS Editor to create more complex custom HTML

Criteria and Style (cont’d)

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If both Formats are populated system will apply Format Style Type determines whether just the Cell or entire Row is affected

Criteria and Style (cont’d)

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CSS Editor available options:• Content and Text• Background• Border and Outline• Box Shadow

Criteria and Style (cont’d)

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Now let’s take a look at how to use Conditional Formatting on a Report to highlight expired Asset warranties with a blue border!

Conditional Formatting: Example

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Now let’s take a look at how to use Conditional Formatting on a Report to highlight Work Orders that exceed a particular dollar amount!

Conditional Formatting: Example (2)

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