Applying conditional formatting

You can use a conditional format in quick reports to help you visually explore and analyze data, discover critical issues, and identify patterns and trends.

1. Open the Format page of the Create New Quick Report wizard.
2. Expand Report Settings node and select Conditional Format node from the tree.
3. On the Conditional Format page, click Add Format.
4. On the first page of the New Conditional Format wizard, specify the conditional format name and select the columns and levels of detail to which this format will be applied. Click Next.
   Note: If the format for the selected columns or levels of detail has already been set, the new format will override it.
5. On the second page of the wizard, specify conditional expressions and the format options.
6. From the Base column list, select the column which values will be used as a part of condition for formatting. You can select the <Based on the same column> option, to use the values from the column to which you apply the conditional format. If you select this option, the format can only be applied to the columns of the same type (numeric, string, or date/time).
7. Click Add Condition and specify condition parameters in the Selected condition area.
   1. From the Operator list, select the required operator. Available options are:
      • Not Less Than - All values that are equal to or greater than the specified value are included.
      • Greater Than - All values that are greater than the specified value are included.
      • Not Greater Than - All values that are equal to or less than the specified value are included.
      • Less Than - All values that are less than the specified value are included.
      • Equal To - Only values that are equal to the specified value are included.
      • Not Equal To - All values that are not equal to the specified value are included.
      • Like - All values that match the specified pattern are included. The pattern can contain the following special characters:
        • % matches zero (0) or more characters.
        • _ matches only one (1) character.
        • ? matches only one (1) character.
      • Case-Insensitive Like - A case-insensitive version of the Like operator.
      • Unlike - All values that are not like the specified value are included.
      • Is Null - Only null values are included.
      • Is Not Null - All of the values that are not null are included.
      • In Range - All of the values that fall within the two specified values, along with the values themselves, are included.
      • Outside Range - All of the values that fall outside of the two values, along with the values themselves, are included.
      • Between - All of the values that fall within the two specified values are included.
      • Not Between - All of the values that fall outside of the two specified values are included.
   2. Specify the types and values for the operands. You can set either a constant value or a name of the column that will provide required values.
8. In the editor, specify the conditional format options. You can preview the resulting format in the Sample area.
   1. On the Text page of the editor, set the text font, data format, and alignment.
   2. On the Colors page, set the foreground and background colors. You can use either a single color or gradient.
   3. On the Image page, you can select an image to display in the report and set its position. Available position options are:
      • Before text
      • After text
      • Replace text.
9. Click Finish to close the New Conditional Format wizard.
   The created condition format is displayed on the Conditional Format page of the Create New Quick Report wizard.
10. If you have specified all the required parameters for the quick report, click Finish to close the Create New Quick Report wizard and display the quick report on the Design page of the editor where you can manually customize the look of the report.