Quick Reference: Adding Conditional Formatting to your ipushpull pages in Symphony

You can change the text and background colours of a cell depending on its current value or the value of cells around it. Conditions supported include =, >, <, <> etc.

You can also change the colour of an entire row based on a cell value.

 

1. Getting Started

To set Conditional Formatting, select the Tools | Cell Actions menu option then select the Formatting tab.

To apply formatting to a new range of cells, select the range of cells the formatting should be applied to and click USE THESE CELLS. In this example all of column (except for the top row) has been selected:

select_new_range.png

To apply formatting to an existing button or range, click on the NEW FORMATTING dropdown and select the name of the range from the list. In this case a button range called CHAT has been selected:

select_existing_range.png 

 

2. How do I set all cells in the range to have the same format?

To set all cells in the range to the same format:

  • set the CELL/S dropdown to SELF (meaning that the format will be applied to just this cell and not its entire row)
  • set the CONDITION to =TRUE (meaning that the condition will always be True)
  • choose the TEXT and BACKGROUND colours and click the blue + button
  • click ADD FORMATTING
  • click SAVE ACTIONS

In this example all cells in the range will be formatted with black text and and an orange background:

all_the_same.png

 

3. How do I change the formatting of a cell based on its value?

 

To set different formats according to the value of the cell, you have to create a set of Conditions and associated colours. For each condition:

  • set the CELL/S dropdown to SELF (meaning that the format will be applied to just this cell and not its entire row)
  • set the CONDITION to =VALUE="ABC" (meaning that if the cell contains the value ABC then the formatting will be applied)
  • choose the TEXT and BACKGROUND colours and click the blue + button
  • click ADD FORMATTING
  • Repeat for as many conditions as you want to set
  • click SAVE ACTIONS

In the following example:

  • if the cell contains the value "To Do" then its text will be white and background red
  • if the cell contains the value "In Progress" then its text will be black and background yellow
  • if the cell contains the value "Done" then its text will be white and background green

multi_condition.png

 

4. How do I change the formatting of an entire row based on a cell's value?

To change the colour of an entire row based on the value of a single cell, follow the same process as in 2 and 3 above, but instead of selecting SELF from the CELL/S dropdown, select ROW instead. In the following example, the conditional formatting will be applied to the entire row rather than just the individual cells:

entire_row.png

 

5. How do I change the formatting of a cell based on another cell's value?

You can set the colour of one cell based on the value of another by passing absolute cell co-ordinates to the =VALUE() function.

In the following example, all cells in the range will be set to black text on a green background if the value of the top left cell (A1) is "Complete":

absolute.png

 

You can also set the colour of one cell based on the value of an offset cell using the =OFFSET(row_offset, column_offset) function.

In the following example, a cell will be set to black text on a purple background if the value in the cell on the same row but two to its right is "To Do":

offset.png

Was this article helpful?
0 out of 0 found this helpful
Powered by Zendesk