Configure and Manage Conditional Formatting of Tables and Pivot Grids

To visually highlight values based on criteria in a Table or Pivot Grid, you can configure conditional formatting rules at the project or shell templates and shell levels. After rules are set up at the template level, you can push the rules to all new shells.

Limitations

The following limitations apply:

• Only Table/Pivot Grid view is supported.
• Maximum 5 rules per column, 10 columns with rules, 5 conditions per rule.
• Rule names must be unique. At least one condition and style required.
• Conditional formatting not applicable to charts.
• Columns with rules cannot be removed until rules are deleted.
• Export to PDF retains formatting.

To configure and manage conditional formatting of Tables and Pivot Grids:

1. Sign in to Unifier with company administration credentials.
2. Go to the Company Workspace tab, and switch to Admin mode.
3. In the left Navigator, select Templates, select Shells, and then select Projects.
4. In the Project Templates log (right pane), select a project template.
5. From the gear menu (), select Open to open a project template.
6. Under the opened project/shell template node in the left Navigator, select Setup and then select Visualizations.
7. Select a Table or Pivot Grid, or create a new one.
8. From the More Actions ( ) menu, select Conditional Formatting.
9. In the Conditional Formatting drawer, select Add to create a new rule by specifying a maximum of 5 conditions:
   1. (Required) In the Rule Name field, enter a unique rule name, a maximum length of 60 characters.
   2. (Required) From the Column list, select a data element on which the rule will be applied.

      For Tables, select a data field for a column.

      For Pivot Grids, select a data field for a column, row, or value.

   3. In the Condition Builder block, to define at least one condition:
      1. Select Any (to apply any one condition) or All (to apply all conditions), and then select Add (+).
      2. (Required) From the Data Element list, select a data element to create a condition.
      3. (Required) From the Condition list, select a condition to apply on the selected data element such as Contains, Does not contain, Is empty, or Is not empty.
      4. (Required) From the Value list, enter a value that needs to be satisfied by the condition.
      5. To add another condition, repeat the previous steps.
      6. To discard a specific condition or a group of conditions, select Delete ().
      7. Select any or all formatting options such as bold, italic, underline, strikethrough, text color, or background color.
      8. Preview and adjust the formatting as required, and then perform any of the following actions:
         • To add more rules, select Create and Close or Create and Next. Rules created for the same data element selected in the Column list are grouped together.
         • To discard the condition, select Cancel.

   When multiple rules are specified, the Conditional Formatting drawer groups the rules by Column or Row.

10. After creating rules, perform any of the following actions in the Conditional Formatting drawer:
    • To duplicate multiple rules, select one or more rules, and then select Duplicate.
    • To remove multiple rules, select one or more rules, and then select Remove.
    • To reorder the rules, select Drag().
    • To edit a specific rule, select Edit from the Actions ( ) menu.
    • To discard the rule, select Remove from the Actions ( ) menu.
11. Package content with formatting rules.

Upon pushing the shell template to new or existing project shells, all visualizations and their rules will be included.