Conditional formatting enables you to change the visual style and color of cells with values in defined ranges. Use this feature to highlight important information for your end users.

Conditional formatting on a line item persists when you pivot it to a different dimension.

Note that the Border or Morse conditional formatting styles can result in cell values becoming truncated if a column is not wide enough. To adjust column width, click and drag the line between two columns in a column header.

To configure conditional formatting:

  1. Select a custom view and open conditional formatting.
  2. Select values to base your formatting on.
  3. Set formatting style and conditions.

When you set your formatting style and conditions, you enter a Minimum and Maximum value, and optionally one or more Midpoint values. You also select a color for each value. As a result, any cells between the values you enter are shaded in a gradient with the selected colors.

Cells with values equal to or lower than the Minimum value display in the color you select for it. Cells with values equal to or higher than the Maximum value display in the color you select for it. If you select Midpoint values, cells close in value to display in the color you select for it.

Select a module for your custom view

  1. Click Configure grid on a new worksheet, or Select view on an existing worksheet. Alternatively, create and configure a new grid or KPI card.
    This opens the Select data source window within the Select primary grid or Card designer dialog. The name of the dialog depends upon whether you're designing a view for a worksheet or card.
  2. Select the Custom views tab.
  3. Select a module.
    A preview displays in the center of the dialog. A toolbar displays in the top-right of the preview, next to any context selectors.

Select values to base your formatting on

  1. Select the line item to configure conditional formatting for.
  2. Click Conditional formatting .
    The Conditional formatting panel displays on the right of the screen.
The Select primary grid dialog displays. The Conditional formatting configuration panel displays on the right-hand side.
  1. On the grid, select the context selector value, row heading, or column heading that contains the line item to apply conditional formatting to.
    Alternatively, select the line item from the Line item dropdown in the Conditional formatting panel.
  2. In the Value dropdown, select the line item that contains the values to base the conditional formatting on.
    The default is the line item you selected in the grid.

Set formatting style and conditions

  1. In the Style dropdown, select the formatting style that to apply to your conditional formatting. The three options are:
    • Background, which completely fills the background of each formatted cell with solid color. 
    • Border, which adds a colored border to each formatted cell and ensures that cell values remain easy to read. 
    • Morse, which adds a colored dot or dash to the left of the value in a cell. The size of the dot or dash depends on the cell value. 

Note: The Color Range bar displays a sample gradient of your current selection. As you select values and colors below, the gradient bar will color itself to match your selections.

A grid that shows the three styles of conditional formatting. The left column shows the Background style, the middle column the Border style, and the right column the Morse style.
  1. Beneath the Minimum heading, enter the lowest value for your conditional formatting in the Enter lowest value... field. Then click Select a color and pick a color.
  2. Optionally, add Midpoint (optional) headings. The first midpoint input field is visible. Select the plus sign to add more midpoints. For each midpoint, enter the value for your conditional formatting in the Enter a value... field. Then click Select a color and pick a color.
    You can remove midpoint values by selecting the minus sign above the value's color swatch.
  3. Beneath the Maximum heading, enter the highest value for your conditional formatting in the Enter highest value... field. Then click Select a color and pick a color.
  4. Click Apply.
    Conditional formatting applies to your view, based upon your selections.
  1. Click Next.
    A preview of your custom view displays.
    If you need to make a change, click Back and modify the custom view further.
  2. Click Update to apply your conditional formatting.
    Your page displays in designer mode with the formatting you've configured.


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