Configure Conditional Formatting for a Measure

Use conditional formatting to change the background color of a cell when a specific condition occurs.

Conditional formatting is useful to draw the attention of the user for information that requires action. You define conditions for an individual measure. A measure can have one or more formats applied. The condition is evaluated at the table level using the configured units and currencies. Two tables with different units of measure or currencies defined can have different cells trigger the conditional formats.

To configure global conditions:

  1. In a Supply Chain Planning work area, click the Tasks panel tab.

  2. In the Tasks panel, click the Manage Planning Measures link.

  3. Locate the measure for which you want to apply conditions and click Edit.

  4. On the Advanced tab, select the Conditional Formatting tab.

  5. Click the + icon to add a row and complete the information.

    Field Name

    Description

    Measure

    Locate the measure you want to use to evaluate. Conditional format for a measure can be based on another measure.

    Condition

    Compares the selected measure to a value or another measure

    Compare to Measure

    Measure to which the selected measure is compared

    Value

    When the Compare to Measure is empty, this value is used to compare the selected measure

    Color

    Defines the color for the cell background when the condition is met

  6. Click Save and Close.

To configure local overrides to conditions:

  1. Open a table and select View, Format Measures.

  2. Locate the measure that you want to modify and then select the Use Override Conditional Formatting check box.

  3. The Conditional Formatting section appears. Select a new conditional format to use in your table.

  4. For only the Build Plan table accessed through a Supply Planning work area, the Conditional Formatting section also includes the Apply and Name columns.

    In the Apply column, select whether you want the conditional formatting to be highlighted in your Build Plan table all the time or only when you select it from the Highlight Exceptions drop-down list.

    For example, if you set up a conditional format named Resource Overload and select When selected, Resource Overload appears in the Highlight Exceptions drop-down list in your Build Plan.

  5. Click Save and Close.