Conditional Formatting allows users to apply visual styles (like colors, icons, and fonts) to data elements based on their values. Its purpose is to help users quickly identify trends, highlights, warnings, or anomalies in Reports.
This feature is currently supported on the following components:
Data Table: Format cell background, text color, or icons based on each cell’s value.
Scorecard: Highlight KPI values with color or an icon depending on a set threshold.
Bar Chart / Column Chart: Change bar color based on value (e.g., >100 is red, <50 is green).
Bar/Column with Line Combination Chart: Allows separate formatting rules for each part (bar or line), supporting clearer hierarchical data representation.
How to Set Up Conditional Formatting
1
Open Chart or Table Settings
Click the chart or data table where you want to apply Conditional Formatting.
2
Go to the “Style” Tab
In the right-hand sidebar, open the Visualizations panel, then select the Style tab.
3
Add Conditional Formatting Rule
In the Conditional Formatting section, click the Add button to create a new rule.
4
Define the Condition(s)
Click Add Rule to set conditions.
Conditions are combined using the AND operator (i.e., all conditions must be met for formatting to apply).
Use the Copy icon to duplicate a rule and the Delete icon to remove it.
5
Select the Target Scope
Depending on the visualization type, choose the scope where the rule applies (e.g., specific column, dimension, or legend).
6
Choose the Format Style when Condition is Satisfied
Pick the desired format style (e.g., background color, text color) to apply when the condition is true. You can use predefined presets or customize your own.
7
Save Changes
Click Save to confirm the rule.
Then Save the report to apply the formatting settings permanently.
Notes:
You can apply multiple rules; the system will prioritize them top-down.
Formatting capabilities may vary depending on the chart type.
Avoid using too many formatting colors to maintain clarity and prevent visual overload.
