A conditional format consists of a condition and a format, where the format is applied to boxes that meet the condition.
To create a condition:
1 Select Conditional Formatting from the Format menu to display the Conditional Formatting dialog box.
Note: You can duplicate an existing conditional format using the Copy button.
2 Click Add to display the Define Conditional Formatting Properties dialog box.
3 Enter the condition name in the Condition Name field.
4 Define the criteria for the condition as follows:
Define the first search criteria expression by selecting from the Field Name and Comparison drop-down lists. Then enter the comparison string in the Contents field.
Define any additional search criteria in the second and subsequent lines by selecting the And/OR search condition for each line.
Select Match Case to match only words that are capitalized the same way as the text in the Contents field.
Select Match Whole Word to match only complete words that match the Contents field entries.
Note: Use the Constants… button to include any defined constants in the condition. See Using Constants for more information on using constants.
5 Optionally, you can limit a conditional format to one or more levels in your chart as follows:
Select the Limit to checkbox and select chart or sub-chart from the drop-down list to limit the conditional format to a level(s) within the entire chart or a level(s) within the current sub-chart.
Define the level range(s) to which you want the conditional format limit to apply.
6 Click OK. The Conditional Formatting Rule is added to the list of rules in the Conditional Formatting dialog box.
7 Select the condition and use the Format Box, Format Fields, or Format Connector buttons to define a format. Use the Clear Format button to reset formatting as needed.
Note: The Use Selection button in the Box Properties dialog will copy the formatting information from the currently selected chart box. This can save time when setting up conditional formats.
8 Click OK. The format is applied to all boxes in all charts that meet the condition.
Note: You can disable a condition by clearing that condition’s check box.