Configure Conditional Formatting for a Measure

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

Conditional formatting is useful to draw the attention of the user to information that requires action. You define conditions for an individual measure. The measure can have one or more conditional formats applied. The condition is evaluated at the table level with the use of the configured units and currencies. Two tables with different units of measure (UOMs) or currencies defined can have different cells trigger the conditional formats. The conditional format for the measure can be based on the measure value, the value for another measure, or the values for two other measures.

You can configure conditional formatting for the measure at the global level in the Plan Inputs, Demand Management, Planning Central, Replenishment Planning, Sales and Operations Planning, or Supply Planning work area. You can also configure conditional formatting for the measure at the level of a pivot table or graph for a demand, demand and supply, replenishment, sales and operations, or supply plan. Conditional formatting for the measure at the level of a pivot table or graph takes precedence over conditional formatting for the measure at the global level.

Configure Conditional Formatting for the Measure at the Global Level

To configure conditional formatting for the measure at the global level, perform these steps:

1. In an applicable work area for Oracle Fusion Cloud Supply Chain Planning, on the Tasks panel tab, click Manage Planning Measures.

   The Manage Planning Measures page opens.

2. Select the measure for which you want to apply conditional formatting, and click the Edit icon.

   The Edit Measure dialog box opens.

3. On the Advanced tab, click the Conditional Formatting subtab.

4. Click the Add Row icon.

   A new row appears for the conditional format that you want to add.

5. Provide these details:

   Field Name	Description
   Measure	The measure for the condition.
   Condition	The condition for comparing the measure in the Measure field to another measure or a value.
   Compare-to Measure	The measure to which the measure in the Measure field is compared. Note: For the conditional format to be applied, the granularity of the measures in the Measure and Compare-to Measure fields must be the same, meaning the measures must have the same set of dimensions and stored levels. If you select a measure in this field, you can't enter a value in the Value field.
   Value	The value to which the measure in the Measure field is compared. If you enter a value in this field, you can't select a measure in the Compare-to Measure field.
   Color	The background color for a cell containing the measure that you're editing when the condition is met.

6. Click Save and Close.

Configure Conditional Formatting for the Measure in a Pivot Table or Graph

To configure conditional formatting for the measure in a pivot table or graph, perform these steps:

1. In an applicable plan for Oracle Supply Chain Planning, open a pivot table or graph.

2. Click View > Format Measures.

   The Format Measures dialog box opens.

3. Select the measure for which you want to configure conditional formatting, and then select the check box in the Use Override Conditional Formatting column.

   The Conditional Formatting section appears.

4. Click the Add Row icon.

   A new row appears for the conditional format that you want to add.

5. Provide these details:

   Field Name	Description
   Measure	The measure for the condition.
   Condition	The condition for comparing the measure in the Measure field to another measure or a value.
   Compare-to Measure	The measure to which the measure in the Measure field is compared. Note: For the conditional format to be applied, the granularity of the measures in the Measure and Compare-to Measure fields must be the same, meaning the measures must have the same set of dimensions and stored levels. If you select a measure in this field, you can't enter a value in the Value field.
   Value	The value to which the measure in the Measure field is compared. If you enter a value in this field, you can't select a measure in the Compare-to Measure field.
   Color	The background color for a cell containing the measure that you're editing when the condition is met.
   Apply	This column appears only if you're editing the Build Plan table for these plan types: A demand and supply plan in the Demand and Supply Planning work area A supply plan in the Demand and Supply Planning or Supply Planning work area The value controls whether the conditional format should be applied always or only when the provided name is selected in the Highlight Exceptions field on the toolbar. When you select When selected in the Apply column, the Highlight Exceptions field appears on the toolbar.
   Name	This column appears only if you're editing the Build Plan table for these plan types: A demand and supply plan in the Demand and Supply Planning work area A supply plan in the Demand and Supply Planning or Supply Planning work area The column is available only if you selected When selected in the Apply column. In this case, you must provide a name in the field. The provided name appears in the Highlight Exceptions field on the toolbar. For example, if you set up a conditional format named Resource Overload, this name appears in the Highlight Exceptions field.

6. Click Save and Close.