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Let’s use the logic regarding SubTotal to setup a Custom Format.
Note that a Custom Format is created independently of searches. It is then assigned to the search fields as needed. A Custom Format can be used / shared by many searches.
Click on Tools -> Custom Format Designer
You can select an existing Custom Format from the drop down on the top of the screen. I you are creating a new Custom Format click the ADD button on the lower left of the screen.
For my example I have clicked the ADD button on the lower left of the screen. I created a Custom Format as shown in the screenshot below:
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Name
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The name of the Custom Format. For my example I have entered Sales Analysis Custom Format.
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Description
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This is optional. The description of the Custom Format.
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Override Text
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** Will be used to setup a Custom Format using Text or Symbols. **This is demonstrated in the next section.
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Default Value
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** Used specifically with Override Text when setting up a Custom Format using Text or Symbols. ** This is demonstrated in the next section.
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Criteria Type
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Options of:
Blank – Used to clear your selection in case of a mistake
Default – Used to identify the format to apply if none of the evaluation criteria is met.
Equals / Between – Used with fields Default Criteria and Default CriteriaTo to specify values used for evaluation.
Less Than – Used with fields Default Criteria to specify values used for evaluation.
Greater Than – Used with fields Default Criteria to specify values used for evaluation.
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Default Criteria
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The criteria to use in the evaluation.
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DefaultCriteriaTo
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The criteria to use in the evaluation. This is only used when the Criteria Type is Equals / Between.
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ForeColor
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The ForeColor of the text.
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BackColor
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The BackColor of the text.
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ItemFontName
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The font of the text.
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ItemFontBold
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When check marked it will apply a bold format to the text.
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Sample
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This displays a sample of the text with the custom format applied.
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