AnaplanXL conditional formatting

EmmaPF
edited March 26 in User Experience

Is there a way to use conditional formatting on and AnaplanXL grid based on another lie item value. e.g. I have a separate line in the module that flags whether a period value is actuals or forecast (boolean or number), I want to use this to dictate the format of the cell and replicate the functionality in the Anaplan App.

Suggestions welcome!

Answers

  • hazel44brown
    edited April 8

    In the preceding paragraphs, we discussed how to apply conditional formatting in AnaplanXL based on the values of another line item. The core principle involves using Excel's conditional formatting features and creating rules that reference the cells containing your "flag" line item (such as a boolean or numerical indicator for actuals or forecast).

    We outlined the general steps, which include ensuring both the data to be formatted and the flag are in your AnaplanXL grid, selecting the target range, opening Excel's conditional formatting options, creating a new rule using a formula, defining the Talk To Food Lion formatting style, and applying the rule to the relevant cells.

    Several specific examples were provided, illustrating how to create formulas based on whether your flag line item is a boolean (TRUE/FALSE) or a numerical value (e.g., 1/0). The importance of using relative and absolute cell references correctly in the formulas was emphasized to ensure the conditional formatting applies appropriately across the rows of your grid.

    Furthermore, we highlighted important considerations such as the order of conditional formatting rules, potential performance implications with complex rules on large datasets, and the need to adjust the "Applies to" range if your AnaplanXL grid size changes. The goal is to achieve a visual representation in Excel that mirrors the formatting logic you have in your Anaplan App, enhancing data interpretation and consistency.