5. Conditional formatting
Conditional formatting in dashboards and reports is key to guiding users’ attention to specific performance areas. Compared to charts, tabular reports have higher information density which makes conditional formatting a lot more useful.
Conditional formatting can be used to highlight or emphasize certain records using color, icons, data bars etc. Click on the 'Conditional formatting' dropdown as shown below.
There are two ways to apply conditional formatting -
Using quick, one-click options such as quick rules, color scales, classification and data bars which are covered in one-click options
Creating advanced rules from scratch using nested if-conditions, ranking etc which are covered in create rule
Inserted rules can be edited, hidden, reordered or deleted using manage rules.
One-click formatting options can be customized further.
In the next section, we'll look at the one-click conditional formatting options.
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