Configure and Manage Conditional Formatting of Tables and Pivot Grids

Conditional formatting enhances the clarity of data in Table and Pivot Grid views by allowing you to set rules that visually highlight values based on criteria. You can use this to identify trends, outliers, or key metrics through defined formatting styles such as font color, background color, and font style.

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 in a project or shell

1. Sign in to Unifier with project/shell user credentials.
2. Select the specific project/shell tab, and switch to User mode. For example, select a tab called Vision Corporation.
3. In the left Navigator, select Visualizations.

   or

   Access the Visualizations log from a business process log as follows:

   1. In the left Navigator, select Logs, and then select a specific business process, such as Contracts.
   2. In the selected business process log (right pane), just below the User mode indicator, select a specific visualization from the Visualization list.
4. In the Visualizations log (right pane), select any of the following actions:
   • Select Create to add a new visualization in the project/shell.
   • Select a visualization in the log, and then select Edit.
5. On the Edit page, select a Pivot Grid or Table in the visualization layout.
6. From the More Actions ( ) menu, select Conditional Formatting.
7. 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.

8. 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.
   • To reorder the rules, select Drag().