Conditional formatting is to data masks like spices are to food: they turn something bland into something really good.

You already know of conditional formatting from Microsoft Excel®? Well, OPTANO offers you the same feature for every table mask!

By using conditional formatting, you can highlight information on masks. This helps to emphasize important elements or to understand the relation between data. Large data volumes become transparent at first glance and can be analyzed so much more easily.

Typical issues are:

  • Top 10 or top 10% of the rows/cells
  • Datasets where problems occur (e.g. “the amount deviates more than 10% from the debit” or “more than 100 Units absolute”)
  • The target and actual dates are further apart than desired.
  • A value exceeds or falls short of a limit.

This formatting can be in the form of  text or cell formatting, a traffic light system, bars (bar chart), a status display and many more.

The assistant to create conditional formatting has some blueprints which are easy to use but it also allows individual rules on calculation to be inputted to help decide whether formatting should be performed. The assistant manages all the rules in a view. Even formula artists benefit from it. Here is just an excerpt of the extensive formula language which can generally be used in the rules of conditional formatting:

  • Basic calculation methods: +, – ,* ,/, % (Modulo)
  • Bit-Operations: | (Bitweise OR) & ( bitwise AND)
  • comparisons, e.g. ==, !=, <, >, <=, =>
  •  Logical statements: AND, OR, NOT, Between()
  •  Date functions: AddDay(), AddMonth(), AddSecond(), GetDay(), GetWeekDay(), Now(), Today() …
  • Mathematics: Abs(), Acos(), Asin(), Ceil(), Floor(), Log() …
  • Text: Ascii(), Char(), CharIndex(), Concat(), Lower(), Upper(), PadLeft(), PadRight(), Trim(),

Examples of conditional formatting

Example view (cluttered for demonstration purposes)

Text containing letters, e.g. "RT"

Reference to values which have been rounded in the view

Tagging with bars

Rules Manager (per view)

Rule Editor

Saving the best until last

Users can chage the formatting themselves – based on their own individual needs. Formatting can be stored in the mask so that it is available upon its next display. Depending on the use case, formatting can be adapted. Users with different objectives in mind needn’t have to agree with one another during the creation stage about which elements the mask should highlight. This facilitates the planning process and increases the use of the application!

Did we forget a formula feature? Do you need additional formats? Write and let us know!

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