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.
