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Q: Conditional formatting

See also

Herb 50 Accounts example: Conditional formatting

Herb 50 HR example: Conditional formatting

Herb 50 Payroll example: Conditional formatting

Conditional formatting

Introduction

Conditional formatting is used to draw attention to, or ignore, information when a condition is met. For example, you could use conditional formatting to highlight balances that exceed certain amount, indicate inactive records, or display negative numbers in bold and red.

Unlike filters that work on the whole report or a section of a report, you can control single pieces of information on a report.

Conditional formatting is an expression, which can be applied to most information on a report whether it is a heading, calculation or text.


You can


Use conditional formatting

To apply conditional formatting:

  1. Select the item you want to work with.
  2. From the Properties pane select Conditional Formatting then click the finder button .

    The Conditional Formatting window appears.

  3. To create a filter, click Edit on the Filter tab.
  4. Click the Properties tab and select the properties you want to apply such as text styles and colour.
  5. Once the condition is complete, click OK.

Note: Conditional formatting works on individual items. Applying conditional formatting to an item does not affect the line of information it is associated. If you want to hide or highlight the whole line, you need to apply conditional formatting to all items in the line.

Advanced conditional formatting

 This feature is only available for:
Herb 50 Accounts, Herb 50 HR, Herb 50 Payroll, Herb 200.

You can also use expressions for conditional formatting filters. When you are editing a filter, click Use Advanced Filter to enter an expression. To display the expression editor by default when setting conditional formatting, choose Tools > Options, then select the Options tab and enable Use Advanced Conditional Formatting.


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