Setting up live formatting

When you set up live formatting, you specify which conditional formatting specifications Analyst's Notebook uses when live formatting is started, the order they run in, and what other formatting to override.

About this task

You must have access to suitable conditional formatting specifications before you can set up live formatting. You can create and edit specifications for your own use or to share with your workgroup. For more information, see Creating and editing conditional formatting specifications. Live formatting applies style rules that are created as conditional formatting specifications, to items that meet the criteria you specify.

Procedure

  1. Click Live Formatting > Set Up to open the Live Formatting Set Up window.
  2. Select one or more specifications from the Available specifications list and move them to the Selected specifications list by clicking the right arrow icon. If you see an information or warning icon next to a specification, hover your mouse pointer over the icon to display the message. For more information about these icons, see Live formatting system messages.
  3. Use the Up and Down commands to change the order that the specifications run. The order of specifications is significant as they run sequentially from the top of the list. Rules set further down the list might affect the specifications that you selected to run first.
  4. Optional: You can override existing style changes and reset the items already on the chart to their default style. Click the Reset all chart items to their default appearance before running specifications check box.
    Chart items are reset to the appearance defined by your schema.
    Note:
    If you use the Stop and Reset Formatting command, your chart items are reset to the appearance defined by your schema and not to any style changes that you applied previously.

Results

Live formatting starts even if your chart surface is empty. The circle icon in the record bar changes color to orange to indicate that live formatting is running. You can see a summary of your selections by hovering your mouse pointer over the Live Formatting command. Live formatting continues to run until you select Stop or Stop and Reset Formatting.