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The next component required for KPI reports is the Conditional Formatting Alerts displayed to the left of the kpi on the Dashboard. This icon or colour displays an alert for the current status of the value.

16. Click on the Setup section to open the settings available.

In this example we will be defining alerts using the icons. You can also use the Cell or Text options if you just wish to display a block of colour rather than an image.

17. Set the Style to Icon and select the Ticks option as the Icon Set.

18. Define the Type as Value. This will mean that the value in the cell is compared to the alert values to check the rule, rather than another field or function.

19. Click on the Alerts section to open the alert rules list. This is where you will define the conditions.

20. Create three alerts:

  • Red Less than 12000000
  • Orange Between 12000000 and 15000000
  • Green Greater than 15000000
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KPI Refresh Schedule

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