Advanced Threshold Editor: Layout

Conditional formatting allows you to format controls (text fields, images, sections, and so on) in your reports and documents depending on attribute or metric qualifications. This provides the flexibility to personalize you reports and documents based on the returned data. For an introduction to conditional formatting, see the Basic Reporting Guide.

The Advanced Threshold Editor has the following features.

The toolbar

The toolbar at the top contains:

•  

• A list (at the far left) of all the controls and document sections in the document. Select the control or section to work with. Any conditional formats that are already applied to the selection are listed.
  
  Note: All control types except Grid/Graph can use conditional formatting.

• New: Adds a new conditional format to the selected object. The new conditional format, titled New Threshold, is added to the list below the toolbar.

• Copy: Copies the selected conditional format (the qualifications and the format).

• Paste: Adds the copied conditional format to the bottom. You can then rename and edit it to suit your needs.

• Delete: Deletes the selected conditional format.

• Delete All: Deletes all the conditional format.

• Move up and Move down: Re-order the conditional formats.

• Add condition: Adds another qualification to the selected conditional format.

• Clear conditions: Removes all qualifications from the selected conditional format.

• Cell formatting: Change the formatting that is applied when the threshold is met. The Format Threshold dialog box opens.

• Enable thresholds on graph: This option is not available for objects in documents.

• Choose one of the following to determine how the conditional format is applied:

• Apply the threshold on metric conditions only (Default): Apply the selected conditional format to metric values but not subtotal values.

• Apply the threshold on subtotal values only: Apply the selected conditional format to subtotal values but not metric values.

• Apply the threshold to metric and subtotal values: Apply the selected conditional format to metric and subtotal values.

Conditional format list

The middle area of the Advanced Threshold Editor lists all the conditional formats applied to the object selected in the toolbar. If no conditional formatting exists for the selected object, the message "There are no items to shown in this view" is displayed. Each conditional format has a box that contains:

•  

• The name of the threshold. The default name is New Threshold, but you can change it by selecting New Threshold and typing the new name.

• A check box in front of the name that enables or disables it. If a threshold is disabled (the check box is cleared), that threshold is not displayed in the PDF.
  
  Note: You can also show all or hide all thresholds in a document.

• The qualifications that determine whether the threshold is applied. Qualifications are the actual conditions that must be met, such as "Region = Northeast" or "Revenue > $1 million". Each threshold can have one or more qualifications; multiple qualifications are combined with operators such as AND and OR.

• The formatting applied when the qualifications are met. A sample of the formatting and replacement text/symbol is shown to the right. Click the down arrow to select whether to:

• Format the text. Click Cell formatting to change the threshold formatting.

• Replace the text (Available only when the selected control is a text field). Replace the text in the text field with new text that you type. You can change the format of the replacement text by clicking Edit the threshold formatting.
  
  Note: Only static text can be used as replacement text.

• Replace the text with a Quick symbol. (Available only when the selected control is a text field). Choose the replacement symbol from the box next to the drop-down list. You can change the symbol's formatting (such as size, color, and border) by clicking Edit the threshold formatting.

• Hide the text, which hides the selected object.