Conditional Formatting

By configuring Conditional Formatting options in the Buying Profile Definition, each unique media/client (Client Level) and media/client/product (Product Level) combination can have their own set of rules applied. The benefit of defining conditional formatting formulas here is that it allows you to set up various buying guideline rules and have them automatically set up on the Advanced Filters/Format section in the Filters tab in the Buy Module. You can then activate the conditional filters from the Filters tab and see the results on the Worksheet tab.


To create a Conditional Formatting formula:

  1. Click the Add button to add as many rows as you need under the Conditional Formatting Section header.

    Conditional Formatting Section

  2. If you are going to be creating a complex formula, you can select an opening parenthesis from the drop down.

  3. Select an available column from the Description drop down.

  4. Select an available operator from the Condition drop down.

  5. Type an appropriate value in the Value text box.

  6. If you are going to be creating a complex formula, you can select an closing parenthesis from the drop down.

  7. Use the And/Or drop down to add an And or an Or operator to your formula.

  8. Use the Format drop down to specify how you want to highlight the condition that you are specifying on a line of your formula. You can select from a number of colors for the text as well as the border.