Changepoint Analytics (SA) Introduction – Chapter 07: Conditional Formatting

Agenda:

• Define conditions and variables to support conditional formatting
• Automatically highlight report data based on conditional variables
• Conditionally render elements of a report using prompts to set run-time variables

Conditional Formatting Notes

• What is conditional formatting?
  • Formatting of data based on the data meeting specified conditions. You can use conditional formatting to highlight data that exceeds or fails to meet predefined criteria.
• Specify what should change:
  • If there are only two possible outcomes (yes/no, true/false, on/off, over/under) use a Boolean variable.
  • If there are more than two possible outcomes, use a string to define the variables for the various outcomes.
• Define the conditions and variables
  • Several types of constructs are available to assist in defining conditions
  • The CASE (if-then) construct is the most straightforward construct to use
• Conditionally render objects:
  • Conditional Rendering gives the report the user the option to include items in the report
• Using images properly
  • To display an image on a report, you can either host the image locally and then reference the URL in the report, or you can store the image on the Daptiv server.
  • If you host your own image it may not be available when you run your report in the PDF format. It may also cause issues if the image is located behind a firewall/internal network.
  • To have Changepoint host an image, submit a support ticket (https://support.changepoint.com/ and request that the image be uploaded, and attach a high-quality copy of the image. The image should be available at the next code update. Changepoint images are visible to all customers through the report interface.