Setting conditional formatting

You can specify different text and numeric formatting for values in a data grid column of your Presenter report in IBM® Incentive Compensation Management (ICM) when certain conditions are true. For example, when a value in the results column is lower than a certain amount, you might want to display that value in red.

Procedure

  1. In Presenter, click the data grid in the layout table.
  2. In the data grid, place your cursor over the header of column that you want to add conditional formatting and click the arrow to select the column.
    Note: Conditional formatting can only be applied to numeric columns.
  3. In the Column section in the left pane, under the Add heading, click the Conditional Formatting icon.
  4. Click Add a Condition.
  5. Create a condition by dragging available columns from the Available Sources pane.
    Tip: To define multiple conditions, type AND(<condition1>,<condition2>). For example, type AND(Source.YTDSales>= 0,Source.YTDCommission< 0).
  6. Use the toolbar to indicate the formatting that you want to apply to values that meet the condition.
    Tip: To make sure that the conditional formatting does not interfere with the alternate row formatting of the data grid, set the cell shading color to transparent.
    Conditional formatting example
  7. Click Add.
  8. Repeat the preceding steps to add as many conditions as necessary. You can add multiple conditions to a column.
  9. Drag the conditions to arrange them in the order that you prefer. Formatting is applied in the order that the conditions are listed.
  10. When you finish adding conditional formatting, click Save.