Configure and Manage Conditional Formatting of Tables and Pivot Grids

Conditional formatting helps you highlight data in Table and Pivot Grid views by using rules that emphasize values based on criteria. Use formatting styles such as font color, background color, and font style to identify trends, outliers, and key metrics.

Limitations

The following limitations apply:

• Only the Table and Pivot Grid views are supported.
• You can apply up to 10 conditional formatting rules in total. Each column can have up to 5 rules, and each rule can include up to 5 conditions.
• Rule names must be unique. Each rule must include at least one condition and one style.
• Conditional formatting does not apply to charts.
• You cannot remove columns with rules until you delete the rules.
• PDF export retains formatting.

To configure and manage conditional formatting of tables and pivot grids in a project or shell (Admin mode):

1. Sign in to Unifier with project/shell administration credentials.
2. Go to the specific project/shell tab, and switch to Admin mode. For example, select a tab called Vision Corporation.
3. In the left Navigator, select Setup, and then select Visualizations.
4. In the Visualizations log (right pane), select any of the following actions:
   • Select Create to add a new Table or Pivot Grid visualization in the project/shell.
   • Select a Table or Pivot Grid visualization with a Draft status in the log, and then select Edit.
5. From the More Actions ( ) menu, select Conditional Formatting.
6. 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.

7. After creating rules, perform any of the following actions from the Actions ( ) menu:
   • To edit a rule, select Edit.
   • To discard the rule, select Remove.
8. To reorder the rules, select Drag().Update visualizations in project shells as needed, retaining all applicable formatting.
9. For existing shells, you can update the templates and push new or modified rules to project or shell visualizations.