# Conditional Formatting

Conditional formatting is essential for directing users' attention to specific performance areas. It allows you to highlight or emphasize certain records using font styles, borders, icons, text and background colors making it easier to identify important data points.

The data in the table is formatted according to the user-configured rules. This section outlines how to configure and apply condition-based formatting to a table. You can create your own detailed conditional formatting rules from the ground up.

## Create Rule

1. **Create Rule:** To create a rule, click **Format Rules -> Create Rule** (Alt+Y). A side panel opens as shown below:

<figure><img src="https://608526116-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdpYgiTFFEktmDlcxUGTv%2Fuploads%2FHCkmfxnW5eKBqP2fHwDp%2Fimage.png?alt=media&#x26;token=30260a06-b90a-4605-a834-f85efe23ce6f" alt=""><figcaption><p>Create a rule</p></figcaption></figure>

2. **Title:** Enter a title for the rule in the **Title** field.
3. **Apply to:** Select the column to be formatted in the 'Apply to' field. If you choose 'Rows', all columns will be formatted for the records that meet the condition.

<figure><img src="https://608526116-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdpYgiTFFEktmDlcxUGTv%2Fuploads%2Fn4s43pXB7eljeIPnTx8X%2Fimage.png?alt=media&#x26;token=433c46a9-95d7-448a-af14-0a50808bef2b" alt=""><figcaption><p>Apply to all columns/specific column</p></figcaption></figure>

4. **Style:** Using the **Style** section, you can format text based on color, style, borders, background color, or specific icons.

<figure><img src="https://608526116-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdpYgiTFFEktmDlcxUGTv%2Fuploads%2FFdqBo3Iftenopuk6N9FN%2Fimage.png?alt=media&#x26;token=d00ac600-601c-435c-b6c0-c1ab2f1b8fc6" alt=""><figcaption><p>Style</p></figcaption></figure>

5. **Conditions:** In the 'Conditions' section, you can define the conditions using the dropdown options. Based on the type of column (text/numeric) selected, appropriate comparative functions and operators are displayed.

<figure><img src="https://608526116-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdpYgiTFFEktmDlcxUGTv%2Fuploads%2FibbnLA0v1Uh1huNCBnBJ%2Fimage.png?alt=media&#x26;token=5db1fa9a-903a-401d-90be-9a503a0c876c" alt=""><figcaption><p>Condition</p></figcaption></figure>

6. **Add Condition:** You can add multiple conditions by clicking on **Add Condition.** You can then combine them using AND or OR operators.

<figure><img src="https://608526116-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdpYgiTFFEktmDlcxUGTv%2Fuploads%2FLA2TthXV96jIGIOJYflL%2Fimage.png?alt=media&#x26;token=56392188-3131-483f-b1f1-15e8567ffbed" alt=""><figcaption><p>Adding multiple conditions</p></figcaption></figure>

7. **Apply:** Click **Apply** to implement the rule or click the Back button to cancel.

<figure><img src="https://608526116-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdpYgiTFFEktmDlcxUGTv%2Fuploads%2FtskmFR10aVscs7ATcDzD%2Fimage.png?alt=media&#x26;token=a3b2d3ec-6b40-4d44-b10b-8569e2a1c09d" alt=""><figcaption><p>Apply Rule</p></figcaption></figure>

The results are shown below:

<figure><img src="https://608526116-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdpYgiTFFEktmDlcxUGTv%2Fuploads%2FmjTe2xi3AgtNvpjGYwcK%2Fimage.png?alt=media&#x26;token=08458a5e-881f-4100-804c-7b113d1b05d2" alt=""><figcaption><p>After conditional formatting</p></figcaption></figure>

## Manage Rules

When you have several conditional formatting rules in your report, you can easily view, modify or delete them using the 'Manage rules' option.

1. Click on **Format Rules -> Manage Rules.** A side panel opens and displays all the configured rules.

<figure><img src="https://608526116-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdpYgiTFFEktmDlcxUGTv%2Fuploads%2FMezKgE3DhsNRtqSkpaOG%2Fimage.png?alt=media&#x26;token=9aa5fb92-c354-4485-99c6-d909ea671edf" alt=""><figcaption><p>Manage Rules</p></figcaption></figure>

2. To add more rules, you can click on the **Add new rule** option from this side panel.

<figure><img src="https://608526116-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdpYgiTFFEktmDlcxUGTv%2Fuploads%2FoSDhCEXkjFSNLMnl3lol%2Fimage.png?alt=media&#x26;token=3c5d9242-0d24-4db2-936d-b96c2c7168eb" alt=""><figcaption><p>Add new rule</p></figcaption></figure>

3. Click on the highlighted icons below to edit, duplicate, delete, or disable a specific rule.

<figure><img src="https://608526116-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdpYgiTFFEktmDlcxUGTv%2Fuploads%2Fccuw8Dcagjv7dwlDHOs1%2Fimage.png?alt=media&#x26;token=ab0ea078-2079-41f7-a511-d4382c19fa6c" alt=""><figcaption><p>Edit, duplicate, delete or disable</p></figcaption></figure>

## Examples

Let us see some examples with conditions configured based on numeric columns. We have three options when you choose a numeric column—number, value, and formula.

### 1. Number

Formatting can be applied based on a specific number limit or range. In this example, we'll format records where the 'Target Bonus' is greater than 0.5. We have applied the following formatting styles to the JobTitle field: bold, fill, font color, and border color where TargetBonus>0.5.

<figure><img src="https://608526116-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdpYgiTFFEktmDlcxUGTv%2Fuploads%2Faz4OxP5IgGiwapSZ9t8e%2Fimage.png?alt=media&#x26;token=170defea-f3a7-4c24-971c-cbe4ab73d15f" alt=""><figcaption><p>Conditional formatting based on a numeric input</p></figcaption></figure>

### 2. Value

You can apply conditional formatting based on another field in the visual. In the example below, we have formatted rows where the salary is less than the corresponding 'Active' column value.

<figure><img src="https://608526116-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdpYgiTFFEktmDlcxUGTv%2Fuploads%2FbV6WuZ2Ncv4AEkNHRMGw%2Fimage.png?alt=media&#x26;token=9159d7f9-6390-4290-a1ab-69b3ffe76b7d" alt=""><figcaption><p>Conditional formatting based on the value in a column</p></figcaption></figure>

### 3. Formula

You can also format data based on a formula that you can configure, as shown in the example below.

<figure><img src="https://608526116-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdpYgiTFFEktmDlcxUGTv%2Fuploads%2FWtd8LYUSYoQBFuvc99qf%2Fimage.png?alt=media&#x26;token=5a3ff11d-3118-4be8-9855-8829fafdefdd" alt=""><figcaption><p>Conditional formatting based on a formula</p></figcaption></figure>
