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Conditional Formatting

Format your visuals by adding color and text formats based on the conditions you define. The Conditional Formatting sidebar allows you to set formatting based on conditions to apply to your data.

Define Conditional Formatting for Table Visuals

  1. Select a table visual in a dashboard or in the Visual Gallery.
  2. Select the conditional formatting icon () in the sidebar menu. The Conditional Formatting sidebar opens.

  3. Select Add Rule to open the add rule work area. Use this work area to define a condition and the formatting to apply.

  4. Select the add icon () in Select When To Apply Formatting to define the conditions to apply your formatting. See Using the Conditional Formatting Sidebar - Tables.

  5. Select a row or group attribute. The Value work area opens. Define the values for this condition. See Using the Conditional Formatting Sidebar.

  6. Select Continue to save your changes and define the formatting options.
  7. Optionally, enable Format entire row in Select Where To Apply Formatting to format the entire row. Disable to format only the applicable cell.
  8. Select the add icon () for Formatting to define the formatting to apply to data that matches the condition you set. See Using the Conditional Formatting Sidebar.

  9. Select a formatting option and define the look you need. See Using the Conditional Formatting Sidebar.
  10. Optionally, add as many formatting options as you need. Formats are applied sequentially: see How Angles Applies Formatting Rules. Select the delete icon () to remove any unneeded options. Select Continue to save your changes.
  11. Optionally, add more conditional formatting rules. Drag and drop the rules change their order. In a case where multiple formatting rules apply to results of overlapping conditions, formats are applied sequentially. See Using the Conditional Formatting Sidebar.
  12. Select Apply to apply your changes to the visual.

Define Conditional Formatting for a Pivot Table Visual

  1. Select a table visual in a dashboard or in the Visual Gallery.
  2. Select the conditional formatting icon () in the sidebar menu. The Conditional Formatting sidebar opens.

  3. Select Add Rule to open the add rule work area. Use this work area to define a condition and the formatting to apply.

  4. Select the add icon () in Select When To Apply Formatting to define the conditions to apply your formatting. See Using the Conditional Formatting Sidebar - Pivot Tables.

  5. Select a group attribute. The Value work area opens. Define the values for this condition. See Using the Conditional Formatting Sidebar .

  6. Select Continue to save your changes and define the formatting options.
  7. Select the add icon () for Formatting to define the formatting to apply to data that matches the condition you set. See Using the Conditional Formatting Sidebar.

  8. Select a formatting option and define the look you need. See Using the Conditional Formatting Sidebar.
  9. Optionally, add as many formatting options as you need. Formats are applied sequentially: see Using the Conditional Formatting Sidebar. Select the delete icon () to remove any unneeded options. Select Continue to save your changes.
  10. Optionally, add more conditional formatting rules. Drag and drop the rules change their order. In a case where multiple formatting rules apply to results of overlapping conditions, formats are applied sequentially. See Using the Conditional Formatting Sidebar.

    Select Apply to apply your changes to the visual.

Note: If the formatting rule uses fields or group not present in the visual, you see symbol in the conditional formatting rules.

Published:

Conditional Formatting

Format your visuals by adding color and text formats based on the conditions you define. The Conditional Formatting sidebar allows you to set formatting based on conditions to apply to your data.

Define Conditional Formatting for Table Visuals

  1. Select a table visual in a dashboard or in the Visual Gallery.
  2. Select the conditional formatting icon () in the sidebar menu. The Conditional Formatting sidebar opens.

  3. Select Add Rule to open the add rule work area. Use this work area to define a condition and the formatting to apply.

  4. Select the add icon () in Select When To Apply Formatting to define the conditions to apply your formatting. See Using the Conditional Formatting Sidebar - Tables.

  5. Select a row or group attribute. The Value work area opens. Define the values for this condition. See Using the Conditional Formatting Sidebar.

  6. Select Continue to save your changes and define the formatting options.
  7. Optionally, enable Format entire row in Select Where To Apply Formatting to format the entire row. Disable to format only the applicable cell.
  8. Select the add icon () for Formatting to define the formatting to apply to data that matches the condition you set. See Using the Conditional Formatting Sidebar.

  9. Select a formatting option and define the look you need. See Using the Conditional Formatting Sidebar.
  10. Optionally, add as many formatting options as you need. Formats are applied sequentially: see How Angles Applies Formatting Rules. Select the delete icon () to remove any unneeded options. Select Continue to save your changes.
  11. Optionally, add more conditional formatting rules. Drag and drop the rules change their order. In a case where multiple formatting rules apply to results of overlapping conditions, formats are applied sequentially. See Using the Conditional Formatting Sidebar.
  12. Select Apply to apply your changes to the visual.

Define Conditional Formatting for a Pivot Table Visual

  1. Select a table visual in a dashboard or in the Visual Gallery.
  2. Select the conditional formatting icon () in the sidebar menu. The Conditional Formatting sidebar opens.

  3. Select Add Rule to open the add rule work area. Use this work area to define a condition and the formatting to apply.

  4. Select the add icon () in Select When To Apply Formatting to define the conditions to apply your formatting. See Using the Conditional Formatting Sidebar - Pivot Tables.

  5. Select a group attribute. The Value work area opens. Define the values for this condition. See Using the Conditional Formatting Sidebar .

  6. Select Continue to save your changes and define the formatting options.
  7. Select the add icon () for Formatting to define the formatting to apply to data that matches the condition you set. See Using the Conditional Formatting Sidebar.

  8. Select a formatting option and define the look you need. See Using the Conditional Formatting Sidebar.
  9. Optionally, add as many formatting options as you need. Formats are applied sequentially: see Using the Conditional Formatting Sidebar. Select the delete icon () to remove any unneeded options. Select Continue to save your changes.
  10. Optionally, add more conditional formatting rules. Drag and drop the rules change their order. In a case where multiple formatting rules apply to results of overlapping conditions, formats are applied sequentially. See Using the Conditional Formatting Sidebar.

    Select Apply to apply your changes to the visual.

Note: If the formatting rule uses fields or group not present in the visual, you see symbol in the conditional formatting rules.

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