Conditional Formatting

Conditional formatting is performed in Report Builder on any column.

If applying conditional formatting for a column that is displaying a choice field, additional considerations apply. See the section "Conditional Formatting on Choice Fields"

Performing conditional formatting

To perform conditional formatting:

Go to Report Builder.
Hover on the column where you want to perform the conditional formatting.
Select the down arrow. The column context menu appears.
Select Format Column. The Format dialogue appears.
In the Format field, select the down arrow and select the option you want.

For a text column, there are two types of formats available: Highlight and Icon

For a number column, there are three types of formats available: Highlight, Icon and Progress Bar

Highlight Conditional Formatting

To use highlight conditional formatting:

Follow the steps in Performing conditional formatting above and select the format as Highlight.
Select the checkbox for Display text. The text displays in the highlighted colour. If the checkbox is unchecked then the text does not display.
In the Scheme field select the down arrow and select the option you want. Once a format is selected, the corresponding schemes are listed in the scheme drop down. At the maximum, you can select up to a four step scheme and a minimum of a two step scheme.
If you select a four step scheme, four rows of rules are provided. If you select a three step scheme, three rows of rules are provided and so on
Rules have three columns: Operation, Value and Colour
Select an Operation, type a Value and select a Colour for each rule.
Select + icon to add a row for the rule, see item 1 in the screen shot.
Select X icon to remove any row in the rule, see item 2 in the screen shot.
When complete, select OK. The rules apply on the report.
Select SAVE to save the report. The conditional formatting displays in view mode of the report.

Icon Conditional Formatting

To use Icon Conditional Formatting:

Follow the steps in Performing conditional formatting above and select the format as Icon.
Select the checkbox for Display text. The text displays in the highlighted colour. If the checkbox is unchecked then the text does not display.
Select the Scheme you want.
Once a scheme is selected, create the rules for the column.
Select an operation, value and icon to make a rule.
When complete, select OK. The rules apply on the report.
Select SAVE to save the report. The icon formatting displays in view mode of the report.

Progress Bar Formatting

Progress Bar Formatting is available only for a number column.

To use Progress Bar Formatting:

Follow the steps in Performing conditional formatting above and select the format as Progress Bar.
Select the checkbox for Display text. The text displays in the highlighted colour. If the checkbox is unchecked then the text does not display.
Select Scheme.
Type a Minimum value.
Type a Maximum value.
The Colour field shows the value selected in the scheme. You can select any other colour.
Select OK. The rules apply on the report.
Select SAVE to save the report. The applied Progress Bar formatting displays in view mode of the report.

Note: The progress Bar begins at the minimum value and it keeps increasing till it reaches the maximum value. Once the maximum value is reached, the full progress bar is displayed for the rest of the values above maximum value.