Manage rules

When you have several conditional formatting rules in your report, you can easily view and modify them using the Manage Rules option.

To access, click on the 'Conditional formatting' dropdown and select Manage rules. A side panel opens, showing a list of all the rules.

a) To edit the existing rule, click on the 'Pencil' icon.

b) Use the 'Duplicate' icon to make a copy of existing rules and then edit them as needed.

c) To delete the rules, select the 'Delete' icon next to each rule.

d) Using the 'On/off toggle', you can enable/disable the rules.

e) You can reorder and prioritize the rules using the gripper to drag and drop rules.

Prioritizing rules

Let's consider an example of prioritizing rules. Let's add two rules as defined below.

Rule 1: When Actual Sales < 1000k, the actuals are shown in blue with bold style.

Rule 2: When Actual Sales < Forecast, the actuals are shown in red.

When both conditions are enabled, a conflict occurs when data meets both conditions. In such cases, the first rule in the order is executed.

In the image on the left, Rule 1 is executed first. So, most values are in blue. In the image on the right, the values are in red.