Conditional Formatting

Conditional formatting is essential for directing users' attention to specific performance areas. It allows you to highlight or emphasize certain records using font styles, borders, icons, text and background colors making it easier to identify important data points.

The data in the table is formatted according to the user-configured rules. This section outlines how to configure and apply condition-based formatting to a table. You can create your own detailed conditional formatting rules from the ground up.

Create Rule

1. Create Rule: To create a rule, click Format Rules -> Create Rule.

Create rule

1. A side panel opens as shown below:

Conditional formatting configuration

• Title: Enter a title for the rule in the Title field.

• Apply to: Select the column to be formatted in the 'Apply to' field. If you choose 'Rows', all columns will be formatted for the records that meet the condition.

• Style: Using the Style section, you can format text based on color, style, borders, background color, or specific icons.

• Conditions: In the 'Conditions' section, you can define the conditions using the dropdown options. Based on the type of column (text/numeric) selected, appropriate comparative functions and operators are displayed.

• Add Condition: You can add multiple conditions by clicking on Add Rule. You can then combine them using AND or OR operators.

• Apply: Click Apply to implement the rule or click the Back button to cancel.

Manage Rules

When you have several conditional formatting rules in your report, you can easily view, modify or delete them using the 'Manage rules' option.

1. Click on Format Rules -> Manage Rules. A side panel opens and displays all the configured rules.

2. To add more rules, you can click on the Add new rule option from this side panel.

3. Click on the highlighted icons below to edit, duplicate, delete, or disable a specific rule.