Conditional formatting is used to grab user attention on specific values and emphasize specific information in a scenario by highlighting certain data values based on the conditions specified.
Note: Conditional Formatting can be used in the following scenarios: Column (and its type), Bar (and its type), Pie, Donut, Rose, Radial Stacked Bar, Sunburst, Bar chart in Polar Coordinates, Bubble, Treemap, Combined, Funnel, Pivot Table, and Data Table.
Refer to the following sections for more details on conditional formatting.
In Chart scenarios, conditional formatting is used to highlight certain columns (or bars, etc. depending on the chart type), based on the specified conditions.
From the Action Bar of the active chart scenario, select Conditional Format. Then, click the Add Conditional Format and specify the following fields as described below in the table.
The following section describes the steps to apply conditional formatting in a chart to highlight the POS with sales revenue greater than '$3,00,000'.
Select Conditional Format from the Action Bar corresponding to the selected dashboard scenario.
In the Conditional Format dialog that appears, click Add Conditional Format as shown below.
Set the Target Value to a suitable data attribute from the list on which you want to apply the conditional format. For example, select 'Average of Revenue' to apply the format on the revenue values.Note that the list contains only the data attributes bound to the scenario.
Choose the formatting condition from the list that you want to apply. For example, set the Condition to 'Greater Than' and Compare To to '300000' (constant value).
In the Format Chart dialog box that appears, specify the formatting style for the symbol and border in the Symbol tab. For example, set the fill color for the symbol to 'Green', border color to 'White', and border width to '3'.
Note that in line chart and area chart scenarios, you can use the Symbol Size property to specify the size of the data points that meet the specified condition. This property is not available in other chart scenarios.
Switch to the Labels tab to specify the formatting styles for the data labels. It includes text style, position, content, and shape related properties. Note that you can set these properties only when the Show Data Label property is enabled.
Click Apply and then OK to save the changes.
Preview the dashboard and visualize your data. The data bars with sales revenue greater than '$3,00,000' are colored 'Green'.
In Table scenarios, conditional formatting is used to highlight the cells (or even rows) with colors, data bars, icons, etc. based on the certain rules you specify.
From the Action Bar of the active table scenario, select Conditional Format. Then, click the Add Conditional Format and specify the following fields as described below in the table.
The different types of rules used for conditional formatting are described below:
Highlight Cell Rules: Specify the rule for highlighting the cell values with a different color. For example, highlight the cells whose values are greater than 200M.
Top Bottom Rules: Highlights the top or bottom values in a range. The following image highlights the top 10 values.
Data Bars: Displays a bar in the background for each cell. The length of the bar determines the value of the cell relative to values in other cells.
Color Scales: Changes colors by comparing the cell values. Cell with a dark shade represents a higher value and a cell with a lighter shade represents a lower value. For example, in the Green-Yellow-Red color scale, cells with higher values are colored in green, average values in yellow, and lower values in red.
Icon Sets: Add specific icons based on the values. You can choose to display the icon alone, or with the cell value.
The following section describes the steps to apply conditional formatting in a pivot table to format the cell background based on the revenue values over the years.
The Set For specifies the data attribute on which you want to apply the conditional format. For example, you can choose 'Sum of Revenue' from the list to apply the format on the revenue values.Note that the list contains only the data attributes bound to the scenario.
Choose whether to apply the conditional formatting based on a field value, another field, or comparison field. For example, set Based On to 'Field Value' since you want to apply the conditional formatting based on the chosen target value, i.e. 'Sum of Revenue'.
Pick a formatting style for the conditional format which you want to apply on the cells in the table. To format the cell background based on the cell values, choose Color Scales from the drop-down list, and then select the Red-Yellow-Green color scale. The top color highlights the larger values, the center color highlights the middle values, and the bottom color highlights the smaller values.
Click the Apply button and then OK button to view the results. Cells with larger revenue values are highlighted in red, average values in yellow, and smaller values in green.