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Dynamic Template: Traffic Light Variance Reporting

Including Traffic Light symbols in conjunction with a Variance or Calculated column in a Dynamic Template

Written by Sandra McCarthy
Updated yesterday

Traffic light formatting allows users to add conditional indicator icons to certain variance values in reports. In the generated report we'll insert a separate column to the right where we include the indicator icons.

  1. For traffic light variance you must first create a Dynamic Template with a Variance or Calculation column

  2. In the column criteria click the Traffic Light checkbox to enable rules

  3. Choose either Number Value or Percentage

    • Click +ADD NEW RULE

    • Rules can be re-ordered by clicking on the ::: icon and dragging and dropping as required.

TIP ๐Ÿ’กEach rule is processed in order from the top down. The first condition that is met is applied and no more rules are processed


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NOTE ๐Ÿ’ฌ Colours and Icons shown in this configuration are taken from the Report Styles where users can choose one of 3 icon sets and then set the icon colours.

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