Intermediate Reporting - Conditional Formatting (MCUI)

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R06|Intermediate Reporting: Conditional Formatting

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Conditional Formatting Defined
Applying Conditional Formatting
Agenda

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Conditional Formatting Overview
Conditional Formatting Examples
Conditional Formatting Defined

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Apply user-defined formatting to Reports
Determined by pre-defined criteria
Applied to field values or entire row
Conditional Formatting Overview

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Benefits of using Conditional Formatting:
• Locate outliers
• Emphasize attributes
• Identify trends
Conditional Formatting Overview (cont’d)

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Work Order Labor Hour Report with
more than 40 Labor hours in a week in
bold red:
Conditional Formatting Examples

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Asset List Report with inactive records
highlighted:
Conditional Formatting Examples (cont’d)

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Inventory List Report with an On Hand
count less than 5 italicized and
surrounded by a border:
Conditional Formatting Examples (cont’d)

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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

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Format Sub-Tabs
Criteria and Style
Applying Conditional Formatting

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Up to three Conditional Formatting
criteria can be defined
Format sub-tabs are used to define
Criteria and Style
Format Sub-Tabs

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Four Criteria Types available
• Numeric
• Text
• Date
• Yes / No
Criteria and Style

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Operator
• Options depend on Criteria Type selected
• Value(s) field will appear logically
Criteria and Style (cont’d)

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Apply Criteria to
• Designate ‘All Columns’ or specific column
• Specific column number is found in the
Display fields list
Criteria and Style (cont’d)

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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)

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Format / Type
• Standard border and background options
Format Style
• CSS Editor for more complex custom style
Criteria and Style (cont’d)

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Type designates either Cell or entire Row
If both formats are populated, system
applies Format Style
Criteria and Style (cont’d)

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CSS Editor available options
• Content and Text
• Background
• Border and Outline
• Box Shadow
Criteria and Style (cont’d)

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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

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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

21. Thank You for
Attending!