Intellicus Enterprise Reporting and Business Insights 19.0

Conditions

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Conditions are used in conditional formatting and notifications. You need to create a condition before it can be used. All the activities regarding setting up different conditions are carried out from Conditions screen.

  1. On the Desktop Studio screen, click  button on the toolbar.
    OR
  2. On the Desktop Studio screen, from Tools menu, click Conditions. The Conditions screen appears.

Figure 6: Conditions screen

You can perform the following actions:

Action Comments
Add To add a condition on the report
Modify To modify the selected condition
Delete To delete the selected condition
Import To import an existing condition
Export To export a newly created condition
OK Saves all the changes made to the condition
Cancel Close screen without making changes to the report

To create a new condition

On the Conditions screen,

  1. Click Add The New Condition screen appears.

Figure 7: New Condition screen

  1. In Name, specify a unique name for the condition being designed.
  2. In Expression, specify the formula followed by an ‘=’ sign and specify expression for the field. Refer to the section ‘Expressions’ below.
  3. Click Compile button to check the formula for syntax errors.
  4. Click OK to save the save the created condition. The newly designed condition appears in the list on the Conditions
To modify a condition
  1. On Conditions screen, select the condition that you want to modify.
  2. Click Modify The Modify Condition Expression screen appears.
  3. Edit/modify the required details.
  4. Click OK to save the changes.
To delete a condition
  1. On Conditions screen, click the condition that you want to delete.
  2. Click Delete The message, “You are trying to delete the selected item. Are you sure?” appears.
  3. Click OK to delete the condition.
Expressions

Following are the expressions:

Use this operator To indicate this
&& And
|| Or
! Not
== Equal to
!= Not equal to
< Less than
> Greater than
<= Less than equal to
>= Greater than equal to
|| Or
! Not
  • To use a text for checking, enclose the text within single quotes, for example: E_Name==’Pinto’.
  • To use a date for checking, specify the date in yyyy-mm-dd format and enclose it within single quotes, for example: JoiningDate==’2004-05-30’.
  • Numbers can be used as it is, for example, Sales>5000.

If a field of one type is checked with that of another type, then the conditional format will not be applied.

Examples:

if ( empno > 7500) {return true} else {return false}

if ( Sal > 7500) {return true} else {return false}

if (CustNo == ‘Elsa’){return true}

if (ename == ‘Elsa’){return true}

if (empno > 7500 || ename != ‘SMITH’ ) {return true}

if ((sal > 1400 || empno >7500) && (comm > 2)) return true