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Applying Background Color to Report Cells – Advanced Formatting

This page applies to: Conga Contracts
This page applies to: Analytics Add-on module

In the example below, a background color is used to add conditional formatting to a text field using advanced conditional formatting. The purpose of the background color is to identify the 2015 invoices so that the discounted amounts for this year can be identified and subtracted from the total discounts for 2016.

Open the Analytics Report to the Data view, and follow the steps below.


Column icon

Click on the image244.png icon for a heading whose column of information needs conditional formatting (e.g., Payment Invoice Number). A menu displays that allows you to perform a variety of actions for the column.

  In this example, conditional formatting is being applied to a text field.


Format option

Click on the image260.png icon for the Format option to display a sub-menu.


Conditional Formatting option

Click to display the Conditional Formatting window for the column.


Alert Type

Click on Advanced to refresh the screen since we will be adding two conditions. Basic alert types are used to define one condition.

Basic alert types are those that are based on the comparison between each value in the column to a set value or another column. Advanced alert types are those that can be based on multiple conditions, set up using logic similar to that of Filter settings.


Add Condition link

Click to add the first condition for the alert.


Alert Details

Enter a description for the "rule" that will be applied using the conditions that you define.


Style list

Select Cell since we want to add a background color to the cell.

 See Conditional Formatting Styles and Types for a list and description of other styles.


Color icon

Click on the image156.png icon to display a color palette, and select the color of the text or value.


Add Condition link

Click to refresh the screen and display fields that allow you to set the first condition for the selected field (i.e., Payment Invoice Number).


Condition list

Select Contains in the list since we want to identify the 2015 invoices, which all contain -15 in the invoice number.

  There are several options for defining a rule, including Equal To, Different From, Less Than, More Than, Between, Not Between, Is Null, Is Not Null, Starts With, Ends With, Does Not Start With, Does Not End With, and Does Not Contain.


Define Value link

Click to display a Select Filter Value prompt.


Defined Value field

Enter the value for the filter. In this example, we would enter -15 since the invoice number must contain -15, indicating it is a 2015 invoice.


Submit button

Click to define the filter. The first condition appears in the Filter Logic list box.


Field list

Select the field for the second condition. In this example, we selected Discounted Amount since we want to identify any discounts taken on 2015 invoices.


Add Condition link

Click to refresh the screen and display fields that allow you to set the condition for the field.


Condition list

Select Is Not Null in the list since we want to identify only the 2015 invoices for which a discount was earned due to early payment of the invoice. Since this option does not require a value input, the Select Filter Value prompt does not display.


Filter Logic list box

View the two conditions that have been defined for the conditional formatting rule.


Additional Conditions

If you want to add more conditions to your rule, simply make a selection in the Field list, and repeat the process.


Close & Apply icon

Click on the image186.png icon to close the window and apply the conditional formatting to the data in the report column.

Click on the Output tab to view the conditional formatting, along with a legend that explains the color-coding.