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How to style reports using conditional formatting

How to style reports using conditional formatting

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Overview

Conditional formatting is a feature that allows you to build fancy tables and highlight specific information, if it meets selected conditions. It might be helpful to highlight some numbers, if they are bigger than a specific value or if specific text line is met in the table.

Conditional formatting is available in Set data section. It appears for measures in Pivot table chart. It is not available for the rest of the chart types.

Please note

  • Currently, conditional formatting is applied only to the in app view. If you export the table, styles will not be applied to the cells.

  • Conditional formatting is available for the Universal Report and any reports that are based on that

Use conditional formatting

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Add a condition

To customize the look of your table, please add a conditional formatting by expanding a measure in Set data section and clicking on “+ Add a condition”. You will see settings for a new condition.

Styles will be applied to chosen measure, if condition criteria is met.

Below you will see Condition selector. Please select one of available condition for the chosen field.
Depending on field type, list of conditions can be different.

Depending on chosen condition you will see one or two fields to specify your condition. Please kindly select or type values.

Below the fields you will see options to style borders, cell background and text color. You can also select a custom font and its size.

You can add multiple conditions, and all of them will be applied. It is even possible to add multiple conditions to one field

Please note that if there are some conditions that overwrite each other, last added condition will be applied.

Edit a condition

To edit a condition, please kindly expand it clicking on arrow icon in the measure.
You can edit any condition parameters. Changes will be applied automatically.

Delete a condition

To delete a condition, please kindly click on x icon near chosen condition. Condition will be deleted immediately.

See conditional formatting in action

To see how this feature works, have a look at this video: