Overview
General Settings
Field Settings
Option
Description
Alert Type
- Basic: these alerts are based on comparison of the column value to a set value or another column.
- Advanced: |
Style
Select a display method for the alert. There are four options available:
- Bar: the value in a matching cell will be displayed as an inline bar.
- Cell: the background colour in a matching cell will be highlighted.
- Icon: the text in a matching cell will replaced with an icon.
- Text: the text in a matching cell will be highlighted.|
Icon Set
If the Style is set to Icon then select the set of icons to apply to the alert.
Traffic Lights
Arrows Up
Arrows Down
Ticks
Shapes
Type
Select the comparison type from the following options:
- Value : compares data to set values eg. Greater than 10.
- Compare Column : compares data to set values stored in another column. E.g. Compare the received amount with amount invoiced to highlight those that are not equal.
- Percentage of Column : cCompares the value to a percentage threshold of a comparison column. Use this to highlight revenue that is 10% less than 'planned revenue'.
- Percentage of Total : cCompares the value to a percentage of the total of the column. Use this to highlight values that represent less than 5% of revenue.
- Percentage of Max : cCompares the value to a percentage of the maximum value. Use this to highlight values relative to the maximum value eg. values that are in the lowest 20% bracket of results|
Target
If you select a column comparison type you will have to choose the column that you want to compare your data to. Choose the appropriate column.
Option |
Description |
|---|---|
Alert Type |
- Basic: these alerts are based on comparison of the column value to a set value or another column.
- Advanced: |
Style
Select a display method for the alert. There are four options available:
- Bar: the value in a matching cell will be displayed as an inline bar.
- Cell: the background colour in a matching cell will be highlighted.
- Icon: the text in a matching cell will replaced with an icon.
- Text: the text in a matching cell will be highlighted.|
Icon Set
If the Style is set to Icon then select the set of icons to apply to the alert.
Traffic Lights
Arrows Up
Arrows Down
Ticks
Shapes
Type
Select the comparison type from the following options:
- Value : compares data to set values eg. Greater than 10.
- Compare Column : compares data to set values stored in another column. E.g. Compare the received amount with amount invoiced to highlight those that are not equal.
- Percentage of Column : cCompares the value to a percentage threshold of a comparison column. Use this to highlight revenue that is 10% less than 'planned revenue'.
- Percentage of Total : cCompares the value to a percentage of the total of the column. Use this to highlight values that represent less than 5% of revenue.
- Percentage of Max : cCompares the value to a percentage of the maximum value. Use this to highlight values relative to the maximum value eg. values that are in the lowest 20% bracket of results|
Target
If you select a column comparison type you will have to choose the column that you want to compare your data to. Choose the appropriate column.