Product Adoption Tip March 2023: Formatting Templates

CSP Discussions
1

Are you preparing your templates for the new year and you need to format your templates?
There are different formatting options available in Prophix:

  1. Automatic Data cell formatting
  2. Conditional formatting

Automatic Data cell formatting
This option automatically formats cells if they are Editable or Not Editable.
The following steps show how to add automatic cell formatting to a template:

  1. Click on Options
    image
  2. Select Data entry tab
  3. Turn on ‘Automatically format data cells based on whether they are editable or not’
  4. Click Edit
    image
  5. Select the Data cell formatting type and chose the option if Editable or Not Editable
  6. Click OK
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    image.png686×519 42.3 KB

Conditional Formatting
This formatting option is available in Adhoc Analysis and Template studio. It allows data cells to be formatted based on conditional rules that are defined. This formatting type make it easier to identify outliers.
The following steps show how conditonal formatting is applied:

  1. Click on Edit
  2. Select Conditonal Formatting
    image
  3. Click Add
    image
  4. Define the condition and click OK
    image
2

We most often use automatic cell formatting.

1 Like
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This could be helpful.

4

Nice to know. Thanks for the tip.

5

Nice reminder, thank you.

6

Didn’t know this was available. Thanks.

7

Thank you for the screenshots! Very helpful.

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Thank you. Very Helpful

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Useful reminder. Thanks!

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This is very helpful. Thank you.

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Good reminder on automatic formatting.

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I am loving these enhancements to my templates!

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Nice to know. Thanks for the tip.

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Good tip and reminder - very useful.

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Very helpful tip, thank you!

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Thanks for the tip. Very helpful

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I was unaware of automatic cell formatting. thanks!

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Glad to have these as a guild

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Definitely going to put conditional formatting to use

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This was helpful, thanks for sharing