Applying Conditional Formatting in Tables and Pivot Tables

In tables and pivot tables, you can set conditional formatting for multiple fields and supported aggregations.
To apply conditional formatting in a table or pivot table:
  1. Click Dashboards tab, the Dashboards tab.
  2. Click Dashboard Designer, in the bottom-left corner.
  3. On the Analyses dialog, click Options button, the Options button, next to an analysis and select Edit.
  4. On the analysis page, select a table or a pivot table.
  5. Click Menu options button, the Menu options button, in the top-right corner of the visual and select Conditional formatting.
  6. In the Conditional formatting panel on the right, select the field that you want to format under Column.
    • For pivot tables, you can set conditional formatting to any of the fields from the Values field well.
    • For tables, you can set conditional formatting to any of the fields from the table or to an entire row. When you format an entire row, you can enable the Apply on top option to apply the row formatting in addition to the formatting added by other conditions.
  7. To set the background color, click Add background color, and configure conditions and formatting settings in the New background color panel:
    1. Specify the type of background color that you want to apply:
      • To use a solid color for the background, select Solid under Fill type and configure these settings:
        1. Under Format field based on, select the field to evaluate when applying the format.
        2. Under Aggregation, select the aggregation method to use for the selected field.
        3. Under Condition, select a comparison operator, such as Equals, Greater than, or Between.

          You can click Open menu icon, the Open menu icon, to specify whether the condition applies to values, subtotals, or totals.

        4. Under Value, enter the value to use for the comparison.
        5. Under Color, set the background color to use when the data meets the condition.
        6. Click Add condition to configure another condition.

          To change the order of the conditions or remove a condition, click Open menu icon, the Open menu icon, next to a condition and select Move up, Move down, or Delete.

      • To use a gradient for the background color, select Gradient under Fill type and configure these settings:
        1. Under Format field based on, select the field to evaluate when applying the format.
        2. Under Aggregation, select the aggregation method to use for the selected field.
        3. Under Gradient color, select a gradient scale.
        4. Under Min value, enter the minimum value for the gradient scale and select the color to use.
        5. Under Max value, enter the maximum value for the gradient scale and select the color to use.
    2. Click Apply.
    3. Click Close to return to the Conditional formatting panel.
      If you want to reset all the configured settings and conditions, click Clear.
  8. To set the text color, click Add text color, and configure conditions and formatting settings in the New text color panel:
    1. Specify the type of text color that you want to apply:
      • To use a solid color for the text, select Solid under Fill type and configure these settings:
        1. Under Format field based on, select the field to evaluate when applying the format.
        2. Under Aggregation, select the aggregation method to use for the selected field.
        3. Under Condition, select a comparison operator, such as Equals, Greater than, or Between.

          You can click Open menu icon, the Open menu icon, to specify whether the condition applies to values, subtotals, or totals.

        4. Under Value, enter the value to use for the comparison.
        5. Under Color, set the text color to use when the data meets the condition.
        6. Click Add condition to configure another condition.

          To change the order of the conditions or remove a condition, click Open menu icon, the Open menu icon, next to a condition and select Move up, Move down, or Delete.

      • To use a gradient for the text color, select Gradient under Fill type and configure these settings:
        1. Under Format field based on, select the field to evaluate when applying the format.
        2. Under Aggregation, select the aggregation method to use for the selected field.
        3. Under Gradient color, select a gradient scale.
        4. Under Min value, enter the minimum value for the gradient scale and select the color to use.
        5. Under Max value, enter the maximum value for the gradient scale and select the color to use.
    2. Click Apply.
    3. Click Close to return to the Conditional formatting panel.
      If you want to reset all the configured settings and conditions, click Clear.
  9. To add an icon or icon set, click Add icon, and configure conditions and icon settings in the New icon panel:
    1. Under Format field based on, select the field to evaluate when adding the icon.
    2. Under Aggregation, select the aggregation method to use for the selected field.
    3. Under Icon set, select a set of icons.
    4. Under Condition #1, select a comparison operator, such as Equals, Greater than, or Between.
      You can click Open menu icon, the Open menu icon, to specify whether the condition applies to values, subtotals, or totals.
    5. Under Value, enter the value to use for the comparison.
    6. Under Icon, select the icon to display when the data meets the condition.
      You can select one of the available icons or click Use custom Unicode icon to add a custom Unicode glyph.
    7. Under Color, set the color of the icon.
    8. To replace the value with the icon, enable the Show icon only option.
    9. Configure the rest of the conditions.
      The number of conditions depends on the number of icons in the set. You can also click Add condition to configure more conditions and icon settings.

      To change the order of the conditions or remove a condition, click Open menu icon, the Open menu icon, next to a condition and select Move up, Move down, or Delete.

    10. Click Apply.
    11. Click Close to return to the Conditional formatting panel.
      If you want to reset all the configured settings and conditions, click Clear.
  10. To edit a conditional formatting setting, click Open menu icon, the Open menu icon, next to a field and select Edit.
  11. To delete a conditional formatting setting, click Open menu icon, the Open menu icon, next to a field and select Delete.
Parent topic: Applying Conditional Formatting in Visuals