Conditional Formatting
Location: Format tab# |
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
Download example
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 |
See also