EN - Financial overview - Conditional highlighting

Question

How to highlight specific ranges in a financial overview.

Answer

In this example we will highlight hours and kilograms based on a specific caonditions.

Conditional formatting with formulas should be applied only to fields with decimal notation. In our example, we will highlight the 'Kg' field, which contains decimal values, and the 'Worked Hours' field. However,

since 'Worked Hours' uses time notation, we will use the 'Hours' field instead, as it represents time in decimal notation.

Highlighting decimal numbers, e.g. Kilogram.

1.     Right click on a data field (1), then select 'Manage Rules'.

             

      2. Then create a 'New rule' and select 'Use a formula'.
      We can only make rules for datafields that are being used in the Overview.

      

          3. Select 'Format' to change the way the text or field gets altered. 
                 In my example, I want the column to be filled with green when there is more than 215 kg.

            

           

                  

            

Highlighting time notation, e.g. Hours worked.

            1. First we need to add the datafield, [Hours] this in combination with [Hours worked].

      

If there is no field [Hours],  please see the steps below.

          

      

      

             

            2. Right click on a data field (1), then select 'Manage Rules'.

      

       

            3. Then create a 'New rule' and select 'Use a formula'.
                We can only make rules for datafields that are being used in the Overview. 

     

            4. Select 'Format' to change the way the text or field gets altered. 

                 In my example, I want the column to be filled with red when there are less than 4 hours.

                  

       

      

      

            5. Now you should have colored hours, but there is still a decimal value next to it.
                We cannot make the 'Hours' row dissappear, but we can make it less obstructive.

                Go to 'Manage Rules' again.

            

            6. Make a 'New Rule' and make it formula again.
                 As a rule we set: ' [Hours] greater or equal to 0'.

      

7. Then we use the 'Format' to make text and background both white.

       

      

      

            9. Then you can resize the 'Hours' to make it smaller.

        

            You can also export as PDF and it will look the same.

                  

 

                 

                 

                  

                  

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