This feature requires IFP 3.4.3 or later.
Conditional formatting can be applied to reports and editors using report and crosstabulation definitions. For each line (Report Definition) or column (Crosstabulation Definition), you can define one or more rules to format the output.
If a Report is created using both a Report Definition and Crosstabulation Definition, formatting rules used in the Crosstabulation have priority over the Report Definition.
Creating Conditional Formatting Rules
Note: Ordering of rules is important - rules are applied from the top down and once a cell has met a condition in your report/editor, no further rules will be checked.
In a Report or Crosstabulation Definition:
- Select the line/column to format and click Properties.
- Select the Conditional Formatting tab and click Add.
- Select the Conditional Formatting options required and click OK.
- Repeat steps 2 and 3 until all required rules have been added.
Conditional Formatting Options
Format cells if
This provides you with the condition to use when creating a rule. The available conditions are =, <>, >, < and Apply to all cells, which applies the formatting regardless of the cell’s value.
The value to be used alongside this condition. This can be any numeric value, positive or negative.
The format of the cell if the condition is met. A default format can be selected from the Default Style Selection dropdown, or a custom format can be created using the additional Custom Style Buttons. A sample of the formatting shows how cells that meet the condition will look.
Apply to levels
The level in the report which these formats will be applied to. By default this is set to Reporting level only (the base level of detail selected), however, you may also select Totalling levels only (all sub-total levels) or All levels.
The example below shows different formats for Products (Reporting Level) above and below 100,000 and for each Product Group (Sub-Total Level) above and below 500,000.