Conditional formatting

Inputs for Single Rule Type

Value Field

Select a field from the available data to evaluate.

Aggregation

Choose how the data will be summarized:

• None

• Sum

• Average

• Min

• Max

• First

• Last

Comparator

Specify the comparison condition:

• Equal To

• Not Equal To

• Less Than

• Greater Than

• Less Than Or Equal To

• Greater Than Or Equal To

• In Range

• Not In Range

Value Type

Define how values are entered:

• Fixed

• Type Field

Value/Field

Enter the value or select a field for comparison.

Color

Set the color to apply when the rule conditions are met.

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Inputs for Compare Rule Type

• Value Field: Select a data field to evaluate.

• Condition: Choose from the following comparison methods:

Compare first value with next value	Evaluate the difference between the first data point and the next one in the dataset.
Compare first value with fixed value	Check how the first data point compares to a constant value.
Compare first value with target value	Determine if the first data point aligns with a target value.
Compare first value with last value	Measure changes from the first to the final data point.
Compare last value with fixed value	Compare the last data point to a constant value.
Compare last value with target value	Check if the last data point meets a target value.
Compare last value with first value	Identify trends by comparing the last and first data points.
Compare last value with previous value	Examine differences between the last and previous data points.
Compare max value with fixed value	See how the highest value compares to a constant.
Compare max value with target value	Assess whether the maximum value aligns with a target.
Compare average value with fixed value	Compare the average of the dataset to a fixed benchmark.
Compare average value with target value	Evaluate the dataset’s mean against a target.
Compare total value with fixed value	Match the dataset’s total to a fixed value.
Compare total value with target value	Check if the dataset’s total meets a specified target.

• Target Field/By Category/Value Field: Specify the target or category for comparison.

• Sort Order: Select the sorting method:

  • Ascending

  • Descending

• Condition:

  • More is better

  • Less is better

• Colors:

  • Good

  • Neutral

  • Bad