Conditional formatting is a powerful feature that can help you visually analyze and interpret data by assigning specific formatting styles to cells or text within a spreadsheet or a data visualization tool based on certain conditions. The screenshot provided demonstrates two types of conditional formatting rules being set up. Here’s how to implement such rules.
Define the Rule Type
There are typically several formatting styles you can choose from:
Background Color: Changes the cell's background color based on the rule.
Text Color: Changes the text color in the cell based on the rule.
Select the desired rule type from the dropdown menu.
Set the Condition
Enter the condition for when the formatting should be applied. This is often done by writing an expression or formula. In the screenshot, we see two conditions:
{NumberOfTransactions} > 3: The condition for changing the background color. This rule means that if the number of transactions for an element is greater than three, the specified background color will be applied.
{Total} > 10000: The condition for changing the text color. This implies that if the total value of an element exceeds 10,000, the specified text color will be applied.
Conditions use the Formula capabilities of Kodexa.
Choose Formatting Style
After setting the condition, choose the formatting style:
For the background color, you may have to click on a color box or palette.
For the text color, similarly, select the desired color from a color selection tool.
Learning Formula
You can learn more about what is possible with formula here.
Tips for Effective Conditional Formatting:
Use Clear and Distinct Colors: Ensure that the colors chosen for formatting are clear and distinct from each other to avoid confusion.
Avoid Overcomplicating: Too many rules can make data difficult to read. Use conditional formatting sparingly and only when it enhances data comprehension.
Test Your Rules: It's always a good practice to test your conditional formatting rules with different data sets to ensure they are working as intended.
In conclusion, conditional formatting is a flexible tool to highlight, emphasize, or distinguish data in line with specific criteria.