Report conditional field article easily

Aug 6th, 2022
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How to report conditional field article

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I have a report in my access database that summarizes sales figures for several different regions by fiscal year and quarter when I look at the report its not that easy to pick out values that might need more attention for example the Northeast region hasnt been doing so well lately but its hard to see a trend or determine how that region compares to others so Im going to apply some conditional formatting to this report I want any numbers below 300,000 to appear in red text and I want any numbers over 800,000 to appear in green text Ill switch to layout view by right-clicking the document tab and then clicking layout view now I need to select all of the columns that I want to apply this conditional formatting to Ill do this by clicking a cell in the first column holding down the shift key and then clicking a cell in the last column that I want to select it doesnt matter on which row I do this because each row on this report contains the same four controls theyre just repeated

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We can highlight field values in summary or matrix reports based on the ranges and colors we specify. To enable conditional highlighting, your report must contain at least one summary field or a custom summary formula. Get Salesforce Essentials for Administrators now with the OReilly learning platform.
Conditional formatting makes it easy to highlight certain values or make particular cells easy to identify. This changes the appearance of a cell range based on a condition (or criteria). You can use conditional formatting to highlight cells that contain values which meet a certain condition.
On the Home tab, in the Style group, click the arrow next to Conditional Formatting, and then click Highlight Cells Rules. Select the command you want, such as Between, Equal To Text that Contains, or A Date Occurring. Enter the values you want to use, and then select a format.
Apply conditional formatting based on text in a cell Select the cells you want to apply conditional formatting to. Click the first cell in the range, and then drag to the last cell. Click HOME Conditional Formatting Highlight Cells Rules Text that Contains. Select the color format for the text, and click OK.
1:39 2:55 Catch the eye: how to use conditional highlighting in salesforce reports YouTube Start of suggested clip End of suggested clip And we can select conditional highlighting. The only value that we have in the report is theMoreAnd we can select conditional highlighting. The only value that we have in the report is the opportunity. Amount so we can select that from the pick list on the left hand side.
On the Format tab, click Conditional Formatting. In the Conditional Formatting Rules Manager dialog box, click New Rule and select a rule type. Select an option from Edit the rule description. Select the formatting that you want to apply and click OK.
On the Home tab, in the Style group, click the arrow next to Conditional Formatting, and then click Highlight Cells Rules. Select the command you want, such as Between, Equal To Text that Contains, or A Date Occurring. Enter the values you want to use, and then select a format.
On the Format tab, click Conditional Formatting. In the Conditional Formatting Rules Manager dialog box, click New Rule and select a rule type. Select an option from Edit the rule description. Select the formatting that you want to apply and click OK.

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