Applying conditional formatting using parameter fields

Parameter fields can be used to create conditional formatting formulas. You can customize these formulas whenever you refresh the report data. A conditional formatting formula could be used for color-flagging data that meets certain conditions. For example:

If the conditions under which you flag these items never change, you do not need to use parameter fields. You can just use formulas (for text flags) or conditional formatting (for border flags). However, to change the conditions from report to report, you need to use parameter fields in formulas and conditional formatting formulas.

To apply conditional formatting using parameter fields
  1. Create the parameter field of the data type you need for the formula.
  2. Create the formula and use the parameter field in place of the fixed value you would normally use.
  3. For example, to be prompted for all the customers whose last year's sales were over a certain value, and to print their names in red, select the Last Year's Sales field and click Format from the Supplementary toolbar.

    The Format Editor appears.

  4. Click the Conditional formula button next to the Color property on the Font tab, and format the field using a conditional formatting formula like this:

    If {customer.LAST YEAR'S SALES} > {?SalesTarget} Then

        Red

    Else

        Black

Now, when you refresh the data, the program will prompt you for the value that triggers the color flag (known as the threshold value). It then runs the report and flags all the customers that had sales last year above the threshold figure. You can change the figure each time you run the report and the program will flag a different set of Customer Names.

For more information see Conditional formatting functions (Basic syntax).



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