Conditional Formatting - ReportsDNA Manual

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Conditional Formatting

Location: Format tab

Figure 1: Conditional Formatting

This feature allows you to conditionally format a field's font color, font style (bold or normal) and cell fill color based the value in a field. Click on the button labeled Conditional Formatting on the Format tab to show the Conditional Formatting dialog box. Click the Conditional Formatting button (Figure 1: item 1) to display the conditional formatting form. The Enable Conditional Formatting checkbox (Figure 1: item 2) toggles the feature. This allows the setting to be turned on or off without changing the actual Conditional Formatting configuration.

Conditional formatting supports up to 25 conditional formats per report (see Figure 2)

Figure 2: Conditional Formatting Form

#	Feature	Description
1	Help	Descriptions of each field's purpose. Note: additional help may be viewed by clicking the red carat in the upper-right corner of each field.
2	Active	Sets a condition active or inactive (quick way to turn a condition on or off)
3	Field	Field that contains the condition which will trigger the formatting
4	Condition	Condition to match to trigger the formatting
5	Value	Value which combined with a Condition triggers the formatting
6	Location	Indicates where the formatting should be applied: - data - headings - data & headings
7	Match Case	Specifies if the condition is case sensitive No - the match is NOT case sensitive (e.g., both milk and Milk will match) Yes - the match IS case sensitive (e.g., Milk will match, but milk will NOT match)
8	Format	Specifies the formatting that will be applied when the condition is met. The format applied to this cell will be applied to the applicable fields. Formatting that is applied includes: - font (e.g., Tahoma) - font color - font style (bold or normal) - cell fill color
9	Field(s) to Format	A comma-separated list of fields that will be formatted when the condition is met Clicking this field will display a dropdown list of available fields in the report. The list will also include an option named [ROW]. Choosing this option will format all the fields in the row.
10	Save Options	Options for saving the settings defined in the form. Save - saves the options without closing the form. Save and Close - saves the options and closes the form. Close without Saving - closes the form without saving any of the settings (they are discarded).

EXAMPLE : Conditionally format two fields

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Conditional Format Settings
Search Field	Format Field	Value & Format
Order	ID, Order	Milk

Description: Formats the ID and the Order fields (font red, cell fill color yellow)
when the Order field contains the word Milk

Original data set
ID	First Name	Last Name	Order
1	Jane	Doe	Milk
2	John	Doe	Eggs
3	Doe	Smith	Milk
1	Jane	Doe	Butter

Report Output
ID	First Name	Last Name	Order
1	Jane	Doe	Milk
2	John	Doe	Eggs
3	Doe	Smith	Milk
1	Jane	Doe	Butter

EXAMPLE: Conditionally format the entire row

Download example

Conditional Format Settings
Search Field	Format Field	Value & Format
Order	[ROW]	Milk

Description: Formats entire row (font red, cell fill color yellow)
when the Order field contains the word Milk

Original data set
ID	First Name	Last Name	Order
1	Jane	Doe	Milk
2	John	Doe	Eggs
3	Doe	Smith	Milk
1	Jane	Doe	Butter

Report Output
ID	First Name	Last Name	Order
1	Jane	Doe	Milk
2	John	Doe	Eggs
3	Doe	Smith	Milk
1	Jane	Doe	Butter