Configure Conditional Formatting

Format your visuals by adding colour 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 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 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.

Select a row or group attribute. The Value work area opens. Define the values for this condition.

Select Continue to save your changes and define the formatting options.

5. Optionally, enable Format entire row in Select Where To Apply Formatting to format the entire row. Disable to format only the applicable cell.

6. Select the add icon () for Formatting to define the formatting to apply to data that matches the condition you set.

Select a formatting option and define the look you need.

7. Optionally, add as many formatting options as you need. Formats are applied sequentially: Select the delete icon () to remove any unneeded options. Select Continue to save your changes.

8. 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.

9. 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 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.

Select a group attribute. The Value work area opens. Define the values for this condition.

Select Continue to save your changes and define the formatting options.

5. Select the add icon () for Formatting to define the formatting to apply to data that matches the condition you set.

Select a formatting option and define the look you need.

6. Optionally, add as many formatting options as you need. Formats are applied sequentially: Select the delete icon () to remove any unneeded options. Select Continue to save your changes.

7. 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.

8. Select Apply to apply your changes to the visual.

Related articles

Using the Conditional Formatting Sidebar 

Using the Conditional Formatting Sidebar – Tables

Using the Conditional Formatting Sidebar – Pivot Tables

How Damstra Insights Applies Formatting Rules