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.
To configure conditional formatting for a line item, you must pivot it to display on Rows or Columns.
Conditional formatting on a line item persists when you pivot it to a different dimension. The only way to apply conditional formatting to the Context selectors dimension is to pivot a custom view.
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.
There are three steps to configure conditional formatting:
- Select a custom view and open conditional formatting.
- Select values to base your formatting on.
- Set formatting style and conditions.
When you set your formatting style and conditions, you enter a Minimum and Maximum value, and optionally a Midpoint value. You also select a color for each value. As a result, any cells between the values you enter are shaded gradually 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 a Midpoint value, cells close in value to it display in the color you select for it.
Select a module for your custom view
- 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.
- Select the Custom views tab.
- 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
- Select the line item to configure conditional formatting for.
- Click the Conditional Formatting icon.
The Conditional Formatting panel displays on the right of the screen.
- On the grid, select the row or column heading that contains the line item you want to apply conditional formatting to.
- In the Value dropdown, select the line item that contains the values you want to base the conditional formatting on.
The default is the line item you selected in the grid.
Set formatting style and conditions
- In the Style dropdown, select the formatting style that you want 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.
- Beneath the Minimum heading, enter the lowest value for your conditional formatting in the Enter lowest value... field. Then click the Select a color icon and select a color.
- Optionally, beneath the Midpoint (optional) heading, enter the middle value for your conditional formatting in the Enter a value... field. Then click the Select a color icon and select a color.
- Beneath the Maximum heading, enter the highest value for your conditional formatting in the Enter highest value... field. Then click the Select a color icon and select a color.
- Click Apply.
Conditional formatting is applied, based upon your selections.
- Click Next.
A preview of your custom view displays.
If you need to make a change, click Back and modify the custom view further.
- Click Update to apply your conditional formatting.
Your page displays in designer mode with the formatting you've configured.