Visual Conditional Formatting Editor

You can apply formatting to a control in your document (text fields, images, sections, and so on) based on the value of a metric. For example, you can display a document section with a red background if the costs for a store are over $40,000. You can apply formatting to controls in a document by creating simple conditional formats using the Visual Conditional Formatting Editor, as shown in the image below. Simple conditional formats consist of one expression; for example, one conditional format can calculate a revenue that is greater than $10,000.

 Visual Conditional Formatting Editor

Notice the horizontal slider bar in the Visual Conditional Formatting Editor. This is the bar in which you define different ranges of values and specify the formatting to apply to the control when data values fall into these ranges. You add and move thumbs to create different ranges of values, with each thumb on the horizontal slider bar representing a different conditional format. For example, suppose you want to create two different conditional formats for the Daily Revenue metric: one conditional format to highlight revenue data above $40,000 and another conditional format to highlight revenue data less than $10,000. You can create one thumb for 10,000 and one for 40,000, then specify the formatting to apply to values that fall into each range.

For an introduction to conditional formatting in documents, as well as a full list of the controls you can format, see the Formatting Documents chapter in the Document Creation Guide.

To apply conditional formatting to objects in a grid report in a document, see thresholds.

To create a simple conditional format

1 Open the document in Design Mode or Editable Mode.
2 Right-click the control you want to format in the document layout area, point to Conditional Formatting, then select Visual. The Visual Conditional Formatting Editor opens.
3 From the Based on drop-down list, select the metric on which to base the qualification. For example, to ensure that the conditional format highlights Daily Revenue values over $40,000, select Daily Revenue from the drop-down list.
4 In the Enter value field, type the number for which you want to define the conditional format, then click the Apply icon Apply icon. For example, in the scenario described above, you can type 40000 to create a thumb for $40,000.
5 After you define the qualification, you must specify the formatting you want to apply when the qualification is met. The area between two thumbs on the horizontal slider bar represents the range between two values. Hover the cursor over the section of the bar you want to format. In the pop-up menu that is displayed, select the Format icon Format icon.
6  Do one of the following:
To format the conditional format values in a text field by adjusting the font, color, alignment, and other options, make the appropriate selections within the Font, Number, Alignment, and Color and Lines tabs. See Format dialog box for more information on the options available.
To format a line, shape, or other type of document control, make the appropriate selections using the Fill, Border, and Line and Shape options. See Format dialog box for more information on the options available.

The text sample on the left of the pop-up menu Threshold menu bar provides an example of the formatting you specified.

7 To add additional qualifications, in the pop-up menu, click the Add Threshold Add Threshold icon icon. A new thumb is added to the horizontal slider bar. The thumb's initial location differs depending on the kind of qualification you specified previously. Repeat the appropriate steps above to define the additional qualifications.
8 To delete a conditional format, hover the cursor over the conditional format's thumb, then click the Delete Threshold Delete Threshold icon icon.
9 To return any formatting options specified for a conditional format to their default values, hover the cursor over the conditional format's thumb, then click the Clear Format Clear Format icon icon.
10 Click OK to apply changes and return to the document.
* Note: If the Auto-Apply changes check box is selected, your changes are already visible on your document.

Related topic

Conditional Formatting Editor