Using Conditional Formatting in Reports

Posted byctaytsPosted inDocuments/Report Designer, Sage 200Tags:, , , ,

A great feature of Sage Report Designer is the ability to format objects in a certain way, depending on certain conditions.

You can configure the fields, sections, items etc. within a report to display in different ways, depending on different conditions.

For example, you might want to highlight Stock items on a report that are below their re-order level. Using conditional formatting you can specify to make the text colour of the Item Name red, if the item is below its re-order level.

The following document uses an example to show how to apply conditional formatting to a particular variable.

Talking Sage 200 – Using Conditional Formatting

Published by ctayts

My name is Craig Taylor and I am currently the Implementations Manager at Smith Cooper System Partners, based in Derby. My responsibilities include Pre-sales support, Project Management, Internal/External Project Handovers, Scoping, Installations, Training, Configuration, Data migration and ongoing support assistance. I have implemented Sage 200/MMS for over 10 years, including new installations and upgrades (including from Line 100 and Sage 50). My Sage 200 Accreditations include: Financials Commercials Bill of Materials Project Accounting Web Time & Expenses (WTE) Manufacturing Business Intelligence Installation Report Designer I also have a decent knowledge of other Sage products: Sage CRM Sage 50 Sage Financial Forecasting Aswell as the following Sage 200 add-ons: Spindle Professional (Draycir) Spindle Professional Document Capture (Draycir) Credit Hound (Draycir) Data Exchange (Eureka Solutions) Plus Pack for Sage 200 (Eureka Solutions) Sales Order Plus (Eureka Solutions) Purchase Order Plus (Eureka Solutions) Sales Ledger Head Office (Eureka Solutions) Stock Kitting (Eureka Solutions) Sicon Document Manager (Sicon) Sicon Enhancement Pack (Sicon) Sicon Fixed Assets (Sicon)

3 thoughts on “Using Conditional Formatting in Reports”

  1. Hi ctayts,

    The main aim was to check which stock items were linked to which nominal codes quickly as we are changing about our nominal structure slightly. Having them display on separate lines I managed to do but it makes sorting data in excel a bit of a pain when looking at lots of data. However as it’s not something we will do often it should not be a big issue.

    Thanks for looking into it, I was starting to think I’d missed something simple.

    Reply

  2. Hi,

    I’m trying to create a Sage200 report which will display all of the 4 nominal codes attached to stock codes all on one line, but I can’t make the report.

    I’ve joined the required tables (StockItemNominalCodes and NLNominalAccounts) but I can’t figure out how to filter an expression correctly taking into account the NominalUsageID and displaying the four nominal codes onto one line.

    I tried using an if statement on an expression, (StockItemNominalCodes.NominalUsageID = 0 ? NLNominalAccounts.AccountNumber : “” ) and then (StockItemNominalCodes.NominalUsageID = 1 ? NLNominalAccounts.AccountNumber : “” ) and so on for ID 2 and 3. But I can only get it to either display on different lines, or it only displays the first nominalcode it finds depending on the order in the SQL table, depending on my report grouping.

    I’m sure this should be a simple one but I’m stumped!

    Any help hugely appreciated.

    Reply

    1. Hi Tim

      This wouldn’t be possible mate. You would have to group by StockItem and then NominalUsage, but they will have to display on separate lines after each other.

      What is the aim of the report?

      ctayts

      Reply

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