R06 | Intermediate Reporting - Conditional Formatting (MCUI)
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This document discusses conditional formatting in reports. It defines conditional formatting as applying user-defined formatting to reports based on predefined criteria. It provides examples of conditional formatting like highlighting inactive records in an asset list or bolding labor hours over 40 in a timesheet. It also explains how to set up conditional formatting by defining criteria like numeric values or text, operators, applying the criteria to specific columns or rows, and setting format styles. Interactive examples demonstrate applying conditional formatting for inactive assets and values over a certain amount.
R06 | Intermediate Reporting - Conditional Formatting (MCUI)
- 1. MC University R06|Intermediate Reporting: Conditional Formatting
- 2. MC University Conditional Formatting Defined Applying Conditional Formatting Agenda
- 3. MC University Conditional Formatting Overview Conditional Formatting Examples Conditional Formatting Defined
- 4. MC University Apply user-defined formatting to Reports Determined by pre-defined criteria Applied to field values or entire row Conditional Formatting Overview
- 5. MC University Benefits of using Conditional Formatting: • Locate outliers • Emphasize attributes • Identify trends Conditional Formatting Overview (cont’d)
- 6. MC University Work Order Labor Hour Report with more than 40 Labor hours in a week in bold red: Conditional Formatting Examples
- 7. MC University Asset List Report with inactive records highlighted: Conditional Formatting Examples (cont’d)
- 8. MC University Inventory List Report with an On Hand count less than 5 italicized and surrounded by a border: Conditional Formatting Examples (cont’d)
- 9. MC University Interactive Example 1 Let’s practice the skill you just learned! Check out the following interactive example, located under the MCU course slides: • R06 – Viewing Conditional Formatting on Reports
- 10. MC University Format Sub-Tabs Criteria and Style Applying Conditional Formatting
- 11. MC University Up to three Conditional Formatting criteria can be defined Format sub-tabs are used to define Criteria and Style Format Sub-Tabs
- 12. MC University Four Criteria Types available • Numeric • Text • Date • Yes / No Criteria and Style
- 13. MC University Operator • Options depend on Criteria Type selected • Value(s) field will appear logically Criteria and Style (cont’d)
- 14. MC University Apply Criteria to • Designate ‘All Columns’ or specific column • Specific column number is found in the Display fields list Criteria and Style (cont’d)
- 15. MC University Limit Criteria to • Specify which row(s) to apply formatting • All rows of Report Data • Selected Group’s Sub-Total • Grand Total Criteria and Style (cont’d)
- 16. MC University Format / Type • Standard border and background options Format Style • CSS Editor for more complex custom style Criteria and Style (cont’d)
- 17. MC University Type designates either Cell or entire Row If both formats are populated, system applies Format Style Criteria and Style (cont’d)
- 18. MC University CSS Editor available options • Content and Text • Background • Border and Outline • Box Shadow Criteria and Style (cont’d)
- 19. MC University Interactive Example 2 Let’s practice the skill you just learned! Check out the following interactive example, located under the MCU course slides: • R06 – Apply Conditional Formatting for Inactive Assets
- 20. MC University Interactive Example 3 Let’s practice the skill you just learned! Check out the following interactive example, located under the MCU course slides: • R06 – Apply Conditional Formatting for Greater Than Amount