Conditional Formatting

The Conditional Formatting feature allows you to apply dynamic styling to your visuals based on specific conditions. This guide details the various options available for setting up Conditional Formatting, along with practical use case scenarios to help you implement these features effectively.

Rule Name

Start by defining a unique Rule Name for your conditional formatting. This will help you manage and identify different rules within your visual.

Apply to Measure

Data Field:

Select the data field that will serve as the basis for your condition.

Parameter:

Choose from the following condition types to define the criteria:

• Equal to: Triggers the rule when the data equals a specified value.

• Not equal to: Triggers the rule when the data does not equal a specified value.

• Less than: Triggers the rule when the data is less than a specified value.

• Greater than: Triggers the rule when the data is greater than a specified value.

• Less than or equal to: Triggers the rule when the data is less than or equal to a specified value.

• Greater than or equal to: Triggers the rule when the data is greater than or equal to a specified value.

• Between: Triggers the rule when the data falls within a specified range.

Apply to

Decide where the conditional formatting should be applied:

• All: Applies the formatting rule across all levels.

• Parent: Applies the rule only to parent-level items.

• Child: Applies the rule only to child-level items.

Value Field

Select the specific value field that will be formatted when the condition is met. This could be any relevant metric or measure in your visual.

Text Color & Background Color

• Text Color: Set the text color that will be applied when the condition is met.

• Background Color: Choose the background color that will appear when the condition is satisfied.

Apply to Category

Category Name:

Specify the category to which the conditional formatting will apply.

Parameter:

Define the condition based on the category using the following options:

• Is: Applies when the category matches a specified value.

• Is not: Applies when the category does not match a specified value.

• Begins with: Applies when the category begins with a specified value.

• Does not begin with: Applies when the category does not begin with a specified value.

• Ends with: Applies when the category ends with a specified value.

• Does not end with: Applies when the category does not end with a specified value.

• Contains: Applies when the category contains a specified value.

• Does not contain: Applies when the category does not contain a specified value.

Text

• Text: Provide specific text that will be displayed when the condition is met. This is useful for adding labels or notifications directly in the visual.

• Text Color: Set the color of the text that appears based on the condition.

• Background Color: Define the background color for the text to ensure it stands out according to the rule.