How to style reports using conditional formatting
Conditional formatting colors the cells of a pivot table when their value meets a condition — for example, it marks every count above 10 in red. Use it to make problems stand out: overdue work, overloaded people or statuses where issues wait too long.
Conditional formatting is available in the Universal Visual Builder and in templates built with it, such as Timesheet, Workload and Time in status.
Add a condition
Open the report and click Edit if the Configure panel is closed.
Expand Set chart and fields.
In Cell content, click the arrow on the field you want to style, for example Count of Issues.
Under Conditional Formatting, click Add condition.
Set up the condition:
Name — a name for your own reference.
Condition — Equals, Does Not Equal, Greater than, Greater than or Equal to, Less than or Less than or Equal to, and the value to compare with.
Border color, Cell color and Text color — the colors to use when the condition is met.
Text font — the font style and size.
While Auto-apply changes is on, the table updates right away.
In this example, every cell with more than 10 issues gets a red background.
Several conditions
Click Add condition again to add more conditions to the same field, for example green for low values and red for high values. In the header of each condition:
the eye icon turns the condition off without deleting it,
the copy icon duplicates the condition,
⊗ deletes it.
Apply to in the same field settings decides where the value is shown — including totals or not. Formatting follows the cells that show the value.
For all field settings, see Universal Visual Builder.