You can specify the formatting to apply to data that meets a threshold condition using the Format Threshold dialog box. For examples, images, and an introduction to thresholds in reports, see the Formatting a Report chapter in the Basic Reporting Guide. For an introduction to thresholds in documents (called conditional formatting), see the Formatting Documents chapter in the Document Creation Guide.
The following options are available:
Name: Type a name for the threshold.
Replace Data: Determine whether to replace the threshold values with text, an image, or a quick symbol. This option is cleared by default.
Replace Text: Select this option to display your own text. This replaces the values that meet your threshold condition with text. Then type the text in the empty text field. The text should be limited to 255 characters. For example, for sales opportunities that have been lost, you might display the word LOST in red. A common use of this option is to display the word EMPTY when a data value is null.
Quick Symbol: Select this option to replace the values that meet your threshold condition with a symbol. Then select a symbol from the drop-down list. For example, in a report showing the financial contribution of sales groups to overall sales, you can display a green plus (+) or a red minus (-) symbol to represent positive or negative contributions.
Image: Select this option to replace the values that meet your threshold condition with an image file. Specify the path to where the image is stored. The image should be stored in the Web Services folder.
Font: Have the font and color of letters and numbers in the report automatically change, and change the background by applying gradients and other effects.
Font: Select any font that is installed and available on your machine. When you select a font name from the list, the font is applied to the selected text.
Style: Apply italic or bold effects to the text.
Size: Select any font size that is installed and available on your machine. Options in this list depend on the font type you choose. When you select a font size, it is applied to the selected text.
Effects: Apply underline or a strikeout to the text.
Color: Specify a color in which to display the text by selecting a color from the color palette. You can apply a color gradient, which is a shading between two colors, by selecting Gradients. In the Gradients dialog box, select the two colors to use for the gradient. Then select a shading style to determine the direction in which the two colors are blended.
Sample: Shows a sample of how the text looks when various options are selected.
To change cell background (fill) color:
If DHTML is enabled, use the Fill Color option on the Color and Lines tab.
If DHTML is disabled, use the Fill Color drop-down list on the Font tab.
Number: Select a format in which to display the values. For example, you can display numbers as a percentage or with a currency symbol. You can display numbers as currency and also determine the number of decimal places for the values.
Alignment: Format text alignment options by choosing from the following options:
Text Alignment: Specify the horizontal and vertical alignment of text within grid cells.
Horizontal: Change the horizontal alignment of text within the cell. Select left, center, right, or justified alignment.
Vertical: Change the vertical alignment of text within the cell. Select top, center, or bottom.
Text Control: Specify wrapping and text direction options.
Wrap text: Determine whether or not long text is wrapped within the cells.
Text Direction: Determine whether text is aligned within the grid cells horizontally or vertically.
Padding: Adjust the space around the text in a cell, between the text and the left, top, right, and bottom edges of the cell.
Color and Lines: Format your selection by choosing from the following options:
Fill: Specify a background color for the cell.
Color: Specify a color with which to fill the selected object by clicking the arrow on the color menu and selecting a color. You can:
Access additional colors by clicking More Colors.
Apply a color gradient, which is a combination of two colors, to the object. To do so, click Gradients. In the Gradients dialog box that opens, select the two colors to use for the gradient. Then select a shading style in which to display the gradient to determine the direction in which the two colors are blended together.
Borders: Select the type of border to display around the selected cells.
None: No borders appear around the selected cells. This is the default setting.
All: Borders surround the selected cells on all sides. After selecting this option, select a line style from the drop-down list and select a color.
Custom: Determine whether the left, right, top, and bottom borders are displayed, and if so, the type of line and color used for each border.
Click OK to apply your changes.