Applying Formatting Rules

Objective

After completing this lesson, you will be able to use formatting rules to make important trends and values stand out in a Web Intelligence document.

Formatting Rules

Watch the video to discover formatting rules to highlight information.

Add Formatting Rules

To create formatting rules, right-click to open the context menu and select Formatting Rules.

When you set up a rule, you choose the data or cell, the operator, and the value to compare.

Then, you pick how the data should look when it meets the rule's conditions. Finally, apply the rule to your report.

Three sales revenue cells for 2023 are selected, and the right-click menu highlights the Formatting Rules... option.

Multiple Condition Formatting Rules

You can apply different formatting to data that meets specific conditions by creating multiple rules.

To add a new condition, select the Add Condition button at the top of the conditions area.

Then, define the condition and choose the formatting you want to use.

Conditional formatting rule highlights sales revenue below 1,900,000 in red and values equal to or above 1,900,000 in green within the table.

For more information about this topic, please read SAP BusinessObjects Web Intelligence User's Guide

Let's Summarize What You've Learned

  • Highlight important data by applying conditional formatting rules.
  • Create rules and define conditions in the Formatting Rule Editor.
  • Apply formatting to various report elements like tables and cells.
  • Use multiple conditions to apply different formatting styles.

Highlight Data in a Table

Business Example

Your manager asks you to analyze the sales performance across different states over the last few years. They want you to identify regions with sales revenues below $1,000,000, flagged with a red indicator for further review, and regions with revenues exceeding or equaling $1,000,000, highlighted with a green marker to acknowledge successful performance.