Intellicus Enterprise Reporting and Business Insights 19.0

Conditional Formatting of cells

0 views June 28, 2020 0

What is it

Conditional formatting refers to feature of Intellicus wherein formatting of a cross-tab cell will be applied based on certain values when report actually runs.  For example,

  • Background of the cell turns red when a sales figure is less than targeted sales.
  • Value is presented in Bold when it is 20% higher than that in the same period last year.

When to use

This is a handy tool when you want to pass some more information to the user without actually placing that information on report.  For example:

  • If expenditure is above limit, print that figure in bold.
  • If actual sale is less than target, print that in cell background red.
  • If flight occupancy is below certain limit, make it print in Red color.
  • If staff presence is 100%, print it Blue, if it is 80% print it Red and if it is less than 60% print it in cell background red and text color Yellow.

Preparation

You need to make some preparation before it can actually be used in cross-tab:

  1. Setup one or more conditions.
  2. Setup formats to be applied on text.
  3. Join conditions and formats.

For details on above points 1, 2 and 3, please refer online help of Intellicus Desktop Studio or IntellicusStudioUserManual.pdf.

Applying conditional formatting on cross-tab

Once conditions and styles (formats) are setup, it is easy to apply conditional formatting to a cell.

Conditional Formatting can be applied to row headers, column headers and summary fields.  Steps for setting up conditional formatting on row headers, column headers and summary fields are the same.

conditional formatting
Figure 27: Applying a conditional formatting

Multiple conditions and formats (styles) can be applied to a cell.

condition formatting applied
Figure 28: Cross-tab having condition formatting applied

The above image shows the effect of conditional formatting applied in summary fields cells.