Working with conditions

You may be able to apply conditions to data that meet certain criteria, so that the data stands out from the rest of the data.

For example, in the following illustration, you may want to highlight all numbers less than or equal to 10,000,000, for easier identification and analysis.

Creating a condition

You may be able to apply a condition to an entire view, or to one symbol at a time.

For an entire view

You may be able to apply a condition to an entire view.

To apply a condition to an entire view, follow these steps.

1. Make sure that no row or column symbol is currently highlighted (selected).
2. Choose Format > Edit Conditional Displays. The Conditional Display dialog appears.
   
3. Complete these fields:

   Field	Description
   Top left drop-down list	Select one of the following: Highlight: To highlight the cells containing data meeting the condition. Note: To display highlighting for users in the report, you must show conditional display highlights. To do so, follow the steps in “Formatting the report body”. Filter: To blank out the cells containing data meeting the condition. Suppress: To hide the entire row or column containing data meeting the condition.
   Values	Specify the condition you want to apply to the data. For example, you can choose to have values between 0 and 10,000,000 highlighted, filtered, or suppressed.

4. If you selected Highlight in step 3, you also need to specify background and foreground colors for the cells containing the data meeting the condition. For each of Background and Foreground, select colors for the cells containing data meeting the condition. If you select a color only for Background or only for Foreground, the system automatically applies a default color to the other.
5. Click Add. The new condition is added to the list.
6. Repeat step 3 to step 5 for each condition you want to create.

   Note: Conditions are prioritized according to the order in which they appear in the list. For example, if the first condition shows numbers between 0 and 500 in red, and the second condition shows numbers between 0 and 1000 in blue, both red and blue conditions appear. However, if the first condition shows numbers between 0 and 1000 in blue, and the second condition shows numbers between 0 and 500 in red, only the blue condition appears, as it has priority over the second condition in the list. To change the priority, select a condition in the list, and then move it either up or down using the arrow keys to the left of the list.

7. Click Apply to see the changes before exiting this dialog.
8. When you are finished, click OK. The view appears, with the conditions you specified.

Note: To display highlighting for users in the report, you must show conditional display highlights. To do so, follow the steps in “Formatting the report body”.

For one symbol only

You may be able to apply a condition to one symbol at a time. If you have more than one dimension in the down or across directions of the view, the symbol must be in the inner dimension.

To apply a condition to one symbol only, follow these steps.

1. Click the symbol to which you want to apply a condition.
2. Choose Format > Edit Conditional Displays. The Conditional Display dialog appears.
   
3. Complete the dialog, as described in “For an entire view”.
4. Click Add. The new condition is added to the list.
5. Repeat for each condition you want to apply to the symbol.

   Note: Conditions are prioritized according to the order in which they appear in the list. For example, if the first condition shows numbers between 0 and 500 in red, and the second condition shows numbers between 0 and 1000 in blue, both red and blue conditions appear. However, if the first condition shows numbers between 0 and 1000 in blue, and the second condition shows numbers between 0 and 500 in red, only the blue condition appears, as it has priority over the second condition in the list. To change the priority, select a condition in the list, and then move it either up or down using the arrow keys to the left of the list.

6. Click Apply to see the changes before exiting this dialog.
7. When you are finished, click OK. The view window appears, with the conditions showing for the symbol.
   
8. If the conditions do not appear, make sure that conditions are activated. For more information, see “Activating and deactivating all conditions”.

Editing a condition

Once you have created a condition, you may be able to make changes to its appearance and associated criteria.

To edit a condition, follow these steps.

1. Choose Format > Edit Conditional Displays. The Conditional Display dialog appears, listing the existing conditions.
   
2. From the list, select the condition to edit.
3. Complete the dialog, as described in “For an entire view”.
4. When you are satisfied with the changes, click Update. The changes are applied to the condition.

   Note: Conditions are prioritized according to the order in which they appear in the list. For example, if the first condition shows numbers between 0 and 500 in red, and the second condition shows numbers between 0 and 1000 in blue, both red and blue conditions appear. However, if the first condition shows numbers between 0 and 1000 in blue, and the second condition shows numbers between 0 and 500 in red, only the blue condition appears, as it has priority over the second condition in the list. To change the priority, select a condition in the list, and then move it either up or down using the arrow keys to the left of the list.

5. Click Apply to see the changes before exiting this dialog.
6. Click OK. The changes are saved.

Deleting a condition

If you do not need a condition in a template, or DataView, you may be able to delete it.

Caution: If you follow this procedure, you cannot reverse your decision. Use with caution.

To delete a condition from a view, follow these steps.

1. Choose Format > Edit Conditional Displays. The Conditional Display dialog appears, listing the existing conditions.
   
2. In the list, select the condition, and click Remove. The condition is deleted from the list.
3. Click OK.

Activating and deactivating all conditions

You may be able to activate and deactivate all the conditions in a template, or DataView.

The default setting is the activated state, represented by a check mark beside Apply Conditional Displays in the Format menu.

To change the activation of conditions, follow these steps.

1. Choose Format and look at the Apply Conditional Displays command:

   Command	Description
   check	The conditional displays appear in the view.
   no check	The conditional displays do not appear in the view.

2. To change the setting, choose Format > Apply Conditional Displays. If you enable the command, the conditions appear in the view.