i.Conditional Formatting Presets

The Preset feature enables users to integrate conditional formatting into presets for quick and convenient access in the visual.

Video 1: Conditional Formatting Presets
Image 1: Conditional Formatting as Preset.

How to Add Conditional Formatting as Presets

1

To add Conditional Formatting as presets, ensure a Conditional Formatting rule is created and the Preset Bar is enabled.

2

Click the plus (+) icon to open the Preset Selection pop-up.

3

Inside the pop-up, click the "+Add" icon to include a Conditional Formatting or Saved Filter as a preset.

4

This action adds the preset list (Conditional Formatting or Saved Filter, depending on what was created first) to be configured.

5

In the Preset List, to configure use the Type dropdown to select as Alert.

6

In the Name section, click the dropdown and choose the specific Conditional Formatting (e.g., Font, Icon, or Background) to assign it as the Preset name.

7

After configuring presets click "OK" to save the presets to the Preset Bar.

8

Select the Presets to filter the data accordingly.

Image 2: Configuring Conditional Formatting as Presets in preset list.