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.

• Conditional Formatting in Charts

• Apply Conditional Formatting on Charts

• Conditional Formatting in E-Charts

• Apply Conditional Formatting in E-Charts

• Conditional Formatting in Tables

• Apply Conditional Formatting on Tables

Conditional Formatting in Charts

In Chart scenarios, conditional formatting highlights 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.

Apply Conditional Formatting on Charts

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'.

1. Select Conditional Format from the Action Bar corresponding to the selected dashboard scenario.

   
   

   
   

2. In the Conditional Format dialog that appears, click Add Conditional Format as shown below.

   
   

   
   

3. 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 to the revenue values.

   Note that the list contains only the data attributes bound to the scenario.

   
   

   
   

4. 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).

5. 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.

   
   

   
   

6. 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'.

   
   

   
   

Conditional Formatting in E-Charts

Conditional formatting in E-Charts emphasizes specific elements of E-Charts (columns, bars, pies, bubbles, funnels) on predefined conditions. This technique enhances data visualization in E-Charts by drawing attention to key data points, making it easier to identify trends, outliers, and patterns within the charts.

To access the Conditional Format feature, navigate to the Dashboard Designer, and click the Conditional Format icon from the action bar of the active scenario. The Conditional Format dialog will appear on your screen.

Apply Conditional Formatting on E-Charts

Do the following on the Conditional Format dialog,

1. Click Add Conditional Format.

   
   

2. Enter the conditional format field values that appear in the dialog box. The conditional format fields vary for the following two types of attributes,

   1. Dimensions

      Field	Description
      Target Value	Select the data attribute to format. Note that only bound data attributes are displayed for selection.
      Match Type	Select the matching condition - Contains, Start With, End With, Exactly Match.
      Case Sensitive	To disable case-sensitive matching, choose False. By default, True is selected.
      Match Value	Specify the value to match with, according to the filter condition. To use a parameter as the match value, click the edit icon and select a parameter or create a new parameter using the Use a new parameter... option.
      Style	Click the edit icon to modify the Symbol and Label settings of the attribute values to highlight using the Format Chart popup as explained in the following step.

      
      

   2. Measures and Dates

      Field	Description
      Target Value	Select the data attribute to format. Note that only bound data attributes are displayed for selection.
      Condition	Specify the condition for formatting - Equal to, Not Equal To, Greater Than, Greater Than or Equal To, Less Than, Less Than or Equal To, Between, Not Between.
      Compare To	Choose whether to compare the selected target value with a constant value, aggregated value, bound attribute, or a parameter using the edit icon.
      Style	Click the edit icon to modify the Symbol and Label settings of the attribute values to highlight using the Format Chart popup. as explained in the following step

      
      

   3. On the Format Chart popup, you can modify the Symbol and Label properties as explained below,

      1. Symbol: On the Symbol tab, select a Fill color to change the color of the chart symbol (column, line, pie, etc.), set the Opacity (in %), select a Border Color, set Border Width, and select a Border Style (Solid or Dashed)

         
         

      2. Label: To enable labels, set the Show Data Label switch to True on the Label tab and set the Text Style, Value, Display Unit, Category Name, Series Name, and Location of the data labels.

         
         

      3. Click OK to apply changes.

   4. On the Conditional Format dialog, click the Apply button and then, click Ok to confirm.

      
      

   5. The conditional format settings will be applied to the active chart scenario as shown in the image below.

      
      

Conditional Formatting in Tables

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:

1. 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.

   
   

   
   

2. Top Bottom Rules: Highlights the top or bottom values in a range. The following image highlights the top 10 values.

   
   

   
   

3. 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.

   
   

   
   

4. 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.

   
   

   
   

5. Icon Sets: Add specific icons based on the values. You can choose to display the icon alone, or with the cell value.

   
   

   
   

Apply Conditional Formatting on Tables

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.

1. Select Conditional Format from the Action Bar corresponding to the selected dashboard scenario.

   
   

   
   

2. In the Conditional Format dialog that appears, click Add Conditional Format as shown below.

   
   

   
   

3. 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.