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#9035 - 05/15/07 02:38 PM Tech note: Financial conditional format by column
Softrak Support Offline

Adagio Action Team

Registered: 03/09/99
Posts: 11572
Loc: Vancouver, BC Canada
It is possible within Adagio Financial Statements to apply the conditional RowFormat to only particular columns instead of the entire row.

RowFormat will not over-ride any formatting you have specifically set on a cell (except for columns A and B, which don't print for SmartSheets). If you set the colour of a cell to be Black (instead of Default) and conditional formatting would change the font colour to Red, then that cell will not print with Red colour, even if it meets the RowFormat criteria.

The same goes for Bold/Italic, size, background cell colour, borders, or any of the settings for Format Cells. If you only set the colour to Black but don't set the font type to Normal, then a BoldRed conditional format will leave a cell black but change the font to Bold. You need to specify all formats on a cell you don't want over-ridden by the conditional RowFormat - which could be useful for taking some but not others.

In essence, you have to format the cells of all the columns you don't want conditionally changed to the formatting you want maintained. Typically, you would Collapse a SmartSheet and apply the formatting on the appropriate cells of the .Range rows.

If you want to allow the cell to accept RowFormat settings, do not change the cell format at all. If you have made a format change and want to change it back, you need to copy a cell that has not been edited and paste it overtop.

Hopefully this note may be useful for you!
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Regards,
Softrak Tech Support

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#9037 - 05/15/07 04:30 PM Re: Tech note: Financial conditional format by column [Re: Softrak Support]
Lars Offline
Adagio Specialist

Registered: 02/08/02
Posts: 301
Loc: Vernon, B. C.
Speaking about row formatting, what is the formula to print an account on one row if it is a debit balance and on another row if it is a credit balance. I remember Andrew showing this at last year's AOC but can't find my notes.

By the way, you guys rock in Tech Support!

Lars
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Lars Glimhagen
Adagio Certified Trainer
Email: lars@lng.bc.ca

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#9038 - 05/15/07 04:56 PM Re: Tech note: Financial conditional format by column [Re: Lars]
Softrak Support Offline

Adagio Action Team

Registered: 03/09/99
Posts: 11572
Loc: Vancouver, BC Canada
Hi Lars,

A sample financial spec GL!BankLoc.SAM shows this - printing the cash account in the Asset section if it is a debit balance, and as a line of credit in the Liabilities section if it is a credit balance. This is a combination of two things:

1) Using formulas ADDEBIT or ADCREDIT output the balance if it's a debit or credit (respectively) otherwise output 0.00.

2) Using the RowFormat function and the 'FormatHidden' style to hide the row if the amount is zero. The formula in the right-most column would look like:
=IF($E22=0,"FormatHidden","")
where the end has two double-quotes.

Thanks for the encouraging words, too.
_________________________
Regards,
Softrak Tech Support

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