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How can I customize certain cells in my report using conditional formatting?

Environment:

Analytics

Resolution:

You can use conditional formatting to customize the display of output columns in your report.  Conditional formatting only affects the display of cells in that output column.  To affect an entire row in your report, you must define data exceptions.

Conditional Formatting

You can use conditional formatting to customize the cells in an output column of your report. You can define certain criteria and then define how the text displays by changing the color, font face and size, or the style (bold, italics or underlined).  You can also include an image or flag within the cell, such as a check mark, flag, circle or arrow. 

For example:

• In an incident report that includes multiple statuses, you can create a conditional format to list unresolved statuses in red and waiting statuses in blue. 
  
  
• In an answer report that lists public answers and their score, you can set a conditional format to display answers with a score less than 50 in blue with a down arrow next to it.

The criteria you define must be based on the value in the output column.  That is, if you add conditional formatting to the incident status that is listed as an output column, you must define the conditional criteria based on incident status. You cannot define the conditional formatting based on the status type.

Conditional formatting can be defined and saved as part of the report, so that when the report is run, cells within the output column display in the format defined for the criteria.  You can also apply conditional formatting after the report is run. This allows you to evaluate your report and then flag cells that meet certain criteria of interest.

To add a conditional format to an output column of your report:

1. To save the conditional format as part of the report, open the report for editing.  Otherwise, run the report.
   
   
2. Right click on the output column and select Edit Format.
   
   
3. Click the Conditional tab and click Add.
   
   
4. On the condition tab, set the operator and value to complete the IF statement. For example, if you are flagging all incidents with an unresolved status as red, set the Operator field to "in list" and set the Value field to "Unresolved".
   
   
5. Click the Format tab.
   
   
6. Set the Display field to display either just the text for the cell, just an image for the cell or both an image and text.
   
   
7. If including an image, set which type of image to display. Click the Change Color link to change the color of the image as well.
   
   
8. To change the style of the text, click the Change Style link to the right of the Preview field.
   
   
9. Click OK.
   
   
10. Add additional conditions and formatting as you wish.

Multiple conditional formats:  When adding multiple formats to a column, the order of those formats affects how the cells display. Once a value in the output column matches a conditional format, that value is not evaluated against any other conditional formats that you have configured.  As a result, your most stringent criteria should be listed first.

For example, in an answer report, you can flag the answer score column in red if the score is less than 10 and flag the score as blue if it is less than 50.  In this case, you would set up two conditional formats on the answer score column in your report: 

• IF Score < 10, then show red, and  
• IF Score < 50, then show blue

In this case, order the conditional formats so that the first criteria to evaluate is if the score is less than 10.  That way, if a cell is less than 10, it shows in red and does not get compared to the other conditional format that you configured.

For additional information, refer to the Edit conditional format options section in the Online Help User Guide documentation. To access Oracle B2C Service manuals and documentation online, refer to the Documentation for Oracle B2C Service Products.