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:

Create a rule

1. Title: Enter a title for the rule in the Title field.

2. 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.

Apply to all columns/specific column

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

Style

1. 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.

Condition

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

Adding multiple conditions

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

Apply Rule

The results are shown below:

After conditional formatting

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.

Manage Rules

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

Add new rule

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

Edit, duplicate, delete or disable

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.

Conditional formatting based on a numeric input

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.

Conditional formatting based on the value in a column

3. Formula

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

Conditional formatting based on a formula