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How to create a formatting rule

  1. In layout editor, select the report element that you want to conditionally format.
  2. Choose the Highlights tab in the property editor. The Highlights page appears, as shown in Figure 7-4. It is empty if you have not yet specified any formatting rules for the selected element.
  3. Figure 7-4 Highlights page
  4. Choose Add to add a new formatting rule.
  5. On New Highlight, create the rule for applying a particular format to the report element by completing the following steps:
    1. Think of the rule in plain English first. For example:
    2. If the order total is greater than $50,000.00, then set 
      the font color to blue and the font style to bold. 
      
      There are two parts to the rule: If and Then.
      The New Highlight dialog helps you specify the If and Then parts of the rule by breaking them down to more specific parts.
    3. Specify the If part of the rule by completing the following steps:
      1. In the first field, specify the first part of the If expression. Using the example rule, this part is order total:
        • If the order total values come directly from the selected element, from the drop-down list, choose Value of this data item.
        • If the order total values come from another data element, specify the expression that refers to the relevant column binding, which refers to the data-set value or calculated value you want. The following expression is an example:
        •     row["OrderTotal"] 
           

        If you want help constructing the expression, use Expression Builder by choosing the ellipsis (...) button.
      2. In the second field, specify the second part of the If expression by selecting an option from the list. Using our example rule, this part is Greater than.
      3. In the third field, specify the third part of the If expression. Using our example rule, this part is a value of 50000, as shown in Figure 7-5.
      4. Figure 7-5 Elements of the If expression in New Highlight
      You have now completed the If part of the rule, which specifies:
      If row["OrderTotal"] is greater than 50000 
      
    4. Specify the Then part of your rule, which is "then set the font color to blue and the font style to bold," by completing the following steps:
      • Choose Color, then select a color from the color picker.
      • Choose B to select the Bold format, as shown in Figure 7-6.
      • Figure 7-6 Elements of the Then expression in New Highlight
      Choose OK.
      The formatting rule that you created appears in Highlight List, as shown in Figure 7-7. The rule takes effect the next time that you run the report.

      Figure 7-7 Highlight List
  6. Preview the report to test your formatting rule.

(c) Copyright Actuate Corporation 2006

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