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Add conditional formatting to a KPI card

Use conditional formatting to highlight data in your KPI cards

Conditional formatting allows you to color-code visual references in your KPI card. This can, for example, underline KPI performance according to your business logic.

Conditional formatting can be configured in two ways on a KPI card. You can:

  • configure based on line item data, from the card configuration panel
  • configure based on a view containing cells configured with conditional formatting

To add conditional formatting to your card, follow one of the processes below, depending on your case:

Add conditional formatting for a KPI card with line item data

To add a conditional formatting to a KPI card:

  1. Edit the KPI card.
  2. In the Card configuration panel, select the Overview tab. Under the Data Source section, select Line Item.
  3. Select a Module from the dropdown menu.
  4. Select the Line Item.
  5. Select the KPI tab, and;
    1. Configure a Value. This value can remain unchanged, as it will default to the Line Item in the previous step, or you can assign another line item from the module.
    2. In the Color Range section, enter Minimum, Midpoint, and Maximum values. A color picker displays next to the value labels. For each value in Color Range, click on the color picker and select a color from the palette.
A card configuration panel showing conditional formatting sources
  1. Click Publish.

Your card is updated with the conditional formatting.

Add conditional formatting for a KPI card with view data

To add a conditional formatting to a KPI card:

  1. Edit the KPI card.
  2. In the Card configuration panel, select the Overview tab. Under the Data Source section, select View.
    1. Select a source module for your data.
    2. Edit the source data by using the Conditional Formatting dialog. This allows you to enable conditional formatting, create new rules, edit existing rules, or delete rules, according to the process and procedures described in Conditional formatting.
  3. Click Publish.

Your card is updated with the conditional formatting.

Three KPI cards at the top of the screen show conditional formatting while on the right-hand side, the configuration panel shows formatting options.