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Alteryx Designer Desktop Discussions

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Conditional formatting based on conditions in row/column

Sohdaw
8 - Asteroid

Hi,

 

I have a workflow where im looking at putting conditional formatting on the "Grand Total" and "% of Limit" rows, to highlight cell background as RED

a) any values in the two rows < 0 

b) if the limit in Grand Total is exceeded, eg. x > 100M. 

 

Note that i have used a union tool to join the rows 1 & 2 and 3 & 4 together.  

 

 Limit 100M     
 DescriptionDate T-1Date TDate T+1Date T+2Date T+3
1abc     
2def     
3Grand totalxyetc  
4% of Limit  ABetc  
13 REPLIES 13
ShankerV
17 - Castor

Hi @Sohdaw 

 

Yes, it can be achieved with the help of Basic Table tool.

Using the coloring option, Creating a Row rule.

 

ShankerV
17 - Castor

Hi @Sohdaw 

 

Hope you are expecting the result like this.

 

ShankerV_0-1674113179156.png

 

ShankerV_1-1674113188538.png

 

ShankerV_2-1674113209710.png

 

ShankerV_3-1674113254895.png

 

Hope it helps!!!

 

Many thanks

Shanker V

 

 

 

Sarreddy
9 - Comet

@Sohdaw  

Some example attached for conditional formatting.

Sarreddy_0-1674113809753.png

 

  

Sohdaw
8 - Asteroid

Thanks @ShankerV , one point to note is that my dates are dynamic fields. 

Date T-1 / Date T / Date T +1 / Date T +2 / Date T+3 

 

If i create the rule manually for all 5 date columns, will that work? 

 

Also for Grand Total it needs to flag up in RED if the amount exceeds the Limit. What's the easiest way to make that work? 

ShankerV
17 - Castor

Hi @Sohdaw 

 

Breaking down to answer all your questions.

 

1. Yes, if you create a rule manually for 5 date columns separately. It will work.

I shown an example for 1 row.

 

2. Also I have shown the sample for <0.

You need to create the same rule for all 5 date columns if >100million.

 

Hope it helps!!!!

 

Many thanks

Shanker V

ShankerV
17 - Castor

Hi @Sohdaw 

 

Wanted to tweak a better solution for my solution 2 in previous reply.

 

We can use the same formula to achieve both <0 and >100m.

 

Here below,

tonumber([Date T-1])<0 or tonumber([Date T-1])>1000

Please add as many zero's for 100m. I just did for testing.

ShankerV_0-1674123925451.png

ShankerV_1-1674123977510.png

 

 

Many thanks

Shanker V

Sohdaw
8 - Asteroid

Hi @ShankerV , i created the column rules as per your advice. However only the top row is highlighted in RED background colour, not the Grand Total row.

 

Any idea why? 

Description19-Jan-202320-Jan-202323-Jan-202324-Jan-202325-Jan-2023
Abc --> Only this row is in RED background 237,947,672224,933,029219,567,492219,567,492219,567,492
def531,999531,999531,999531,999531,999
ghi00000
Grand Total238,479,671225,465,028220,099,491220,099,491220,099,491
Limit Checking %119113110110110

 

 

Sohdaw_0-1674208942311.png

Sohdaw_1-1674208962150.png

Sohdaw_2-1674208971922.png

 

 

ShankerV
17 - Castor

Hi @Sohdaw 

 

Could you please check and advise whether you are looking the results like below.

 

ShankerV_0-1674218418051.png

 

 

Many thanks

Shanker V

Sohdaw
8 - Asteroid

Ideally for the cells that are in the column which contain the dates, should flag up with background red if

a) their amount exceeds the limit (i have another column which i have hidden) - limit in this table is 200M

b) value < 0 

 

Also is there any way to flag if cells in the row Limit Checking % > 100? 

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