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ETO Results | Conditional Formatting

Bo 4.3 Platform

Updated over a week ago

Conditional Formatting will change the formatting for a cell in a report when certain conditions are met.

To access Conditional Formatting in ETO Results, select the 3-dot Icon under the Analyze section, and choose "Formatting Rules" from the dropdown.

Select the + Icon to create the new rule.

To prevent applying formatting when saving a rule, deselect any columns or tables in a report.

Name the new rule (1) and add a description (2) to easily identify it later. Then, enter what the condition is (4). Click the ... (5) button to switch between contents of a cell, or a specific Object in the report. In the example, this Object is named Flag.

Choose the appropriate operator (6) such as Greater Than, Equal To, Is Null, etc. Then, enter the value that will trigger it. To select a specific value from a list, click the "..." button (7). If the rule requires multiple conditions be met to trigger, use the "+" button (8) to add more conditions. Use the "Format..." button (9) to customize how the text should appear, and review the specified format in the space beside it (10).

To keep Conditional Formatting organized and simple, creating Flags or Variables to trigger the conditions is preferred. The Flag or Variable selected must exist in the table to trigger the Condition, and it can be hidden.

In the example above, the condition is anytime the Flag variable returns a number greater than 0. Because the Flag uses an If/Then statement that returns a 1, anytime this Flag is activated (or returns a 1 in the table), the formatting with trigger.

Once the Formatting Rule is complete, click OK to save it.

Click the Column where the rule should format the data, right click, and select the Formatting Rules button.

Check the box of the Rule that should apply to the data, and click "OK".

In the example above, the Conditional Format is applied to the "Program Start Date" column. This rule flags any Program Start Dates that are less than or equal to January 1st, 2022 in orange.

To remove Conditional Formatting from the column, highlight the column that is currently formatted, click "Formatting Rules", un-check the box next to the name of the rule, and click "OK".

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