Defining a default set of specifications

You can save a set of conditional formatting specifications to use as your default list for running live formatting. This is useful if you regularly need to run the same specifications.

Before you begin

Ensure the conditional formatting specifications that you want to use in your default list are compatible with live formatting and are saved in your workgroup or local folder. For more information about compatibility, see Live formatting system messages.

About this task

You can save one set of default specifications. If you make changes and save the list as your new default, it overwrites the previous version.

Procedure

  1. Follow the instructions in Setting up live formatting to select your specifications.
  2. Click Live Formatting > Save Current Settings as Defaults.
    The list that you selected in Live Formatting Setup is saved as your default list.
  3. If you make further changes to live formatting and want to restore your saved list, click Live Formatting > Use Default Specifications.
  4. When you open a new or existing chart, click Live Formatting > Use Default Specifications if you want to run your saved list as the live formatting setup.