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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

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 💡Each rule is processed in order from the top down. The first condition that is met is applied and no more rules are processed


NOTE 💬 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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