Applying Conditional Formatting on Grids

You can apply conditional formatting when working with grids in the Report Designer. First, you establish a condition for the selected cells. Then you specify formatting for values that meet that condition.

You can specify conditionally formatting for related content on any grid object cell. For example, if the Market member name is “East” link to “ReportA”, if the Market member is “West”, link to “ReportB”. On the Format Cells dialog, you can specify the related content links. See Replacing Text.

  To apply conditional formatting:

  1. Create a grid in a report, or open an existing report containing a grid.

  2. Select the cells to which you want to apply conditional formatting.

  3. Select Format, and then Conditional Format to access the Conditional Format dialog box.

    Conditional Format Dialog Box
  4. From the Select Property drop-down list box, select a property.

    Note:

    Your property selection determines the options that are available in the drop-down list boxes.

    The following table lists each conditional formatting property with the applicable data sources.

    Property

    Data Source Usage

    Cell Value

    Oracle Essbase

    Planning Details

    Financial Management

    SAP BW

    Microsoft Analysis Services

    Row Value

    Oracle Essbase

    Planning Details

    Financial Management

    SAP BW

    Microsoft Analysis Services

    Column Value

    Oracle Essbase

    Planning Details

    Financial Management

    SAP BW

    Microsoft Analysis Services

    Current Cell Value

    Oracle Essbase

    Planning Details

    Financial Management

    SAP BW

    Microsoft Analysis Services

    Member Name

    Oracle Essbase

    Planning Details

    Financial Management

    SAP BW

    Microsoft Analysis Services

    Position Within

    Oracle Essbase

    Financial Management

    Planning

    Microsoft Analysis Services

    SAP BW

    The Position Within property allows designers to format the first or last row or column of a data segment with multiple members or a member function. For example, to set the condition of the top row in a multiple member row or column, the conditions would resemble the following example:

    Condition 1: If

    Position Within Row Is Top Row, then

    Format Cells = $.

    Description

    Financial Management

    Alias

    Oracle Essbase

    Planning Details

    SAP BW

    Microsoft Analysis Services

    Generation

    Oracle Essbase

    Planning Details

    SAP BW

    Microsoft Analysis Services

    Relative Generation

    Oracle Essbase

    Planning Details

    Level

    Oracle Essbase

    Planning Details

    Account Type

    Oracle Essbase

    Planning Details

    Financial Management

    Auto Calculation

    Oracle Essbase

    Planning Details

    Financial Management

    SAP BW

    Microsoft Analysis Services

    Auto Calculation Group Heading

    Oracle Essbase

    Planning Details

    Financial Management

    Attribute Value

    Oracle Essbase

    Line Item Detail

    Financial Management

    Supporting Detail

    Planning Details

    Expand Level — Specify a condition which is dependent on the expand level of a row or column dimension (how many times a dimension has been expanded).

    Oracle Essbase

    Planning Details

    Financial Management

    SAP BW

    Microsoft Analysis Services

  5. From the Reference Value drop-down list box, select a value corresponding to the property value you selected from the Select Property drop-down list box.

  6. Select an operator:

    • = (is equal to)

    • < > (less than or greater than)

    • > (greater than)

    • < (less than)

    • > = (greater than or equal to)

    • < = (less than or equal to)

    • equals (is equal to)

    • not equals (is not equal to)

    • starts with

    • ends with

    • contains

    • Is

      Note:

      The full list of operators may not be displayed at the same time, as they rely on previous formatting selections.

  7. Select one of the following comparison options:

    • Number—Enables the assignment of a certain value to a cell.

    • Cell Value—Returns the cell location; for example, A, 3.

    • Row Value—Returns the number of the row.

    • Column Value—Returns the letter of the column.

    • Zero—Assigns zero value for condition.

    • No Data—Indicates no data value for selection.

    • Error—Assigns the condition as an error.

    • String—Enables the definition of a string for the condition.

    • 0, 1, 2—Indicates the number of levels or generations in the selected dimension.

      Note:

      The options in the drop-down list depend on your property selection.

  8. To add another condition, click the Add Format 2 button. Repeat step 4 through step 7 to continue adding conditions.

    Note:

    The number on this button changes to as many as 7 as you add conditions.

  9. Select And to combine this condition with the next condition, or select Or to distinguish this condition from the next condition.

  10. Click Format Cells to assign a format to the condition. For more information, see Formatting Grids.

  11. Use the Allow Not and Allow Parentheses check boxes, located in the Options section of the Conditional Format dialog box, to establish logic for conditions:

    • Allow Not enables you to negate a condition.

    • Allow Parentheses enables you to define precedence, or order of consideration for conditions, and specify the set of conditions as intended.

  12. When you finish adding conditions for Format 1, perform an action:

    • To return to the grid in your report, click OK.

    • To add another format to your selection, click Add Format 2. For more information, see Adding Conditional Formats.