Add Conditional Formatting to a Visualization

Add conditional formatting to highlight important events in your data. For example, you might want to show when occupancy rates for a rentral property meet high, medium, and low thresholds.

Tutorial icon Tutorial

  1. On your home page, hover over a workbook, click Actions, then select Open.
  2. Display the Visualize pane.
  3. Hover over a visualization and on the visualization toolbar, click Conditional Formatting Conditional Formatting icon..
    Existing rules are listed under their target measure. Rules are displayed as Uncategorized until their target measure is specified. For example, in this example, the rule "Performance bands" is listed under the measure REVENUE.
    Description of rule-uncategorized.png follows
    Description of the illustration rule-uncategorized.png

  4. In Name, change the default name to something more user-friendly.
    Description of add-conditional-format-rule.png follows
    Description of the illustration add-conditional-format-rule.png

  5. In Column, select the column that you want to highlight.
    For example, you might select a State column to display stoplight formatting on the state names.
  6. Below the Presets, select the column on which the rule is evaluated, the operator field, and the threshold.
    For example, to highlight revenue rates greater than 1,000,000, select REVENUE in the evaluator column field, select the greater than symbol > in the operator field, and enter 1,000,000 in the value field.
    Tip: You can also create a rule using a template by clicking one of the Presets and defining a value for each threshold. For example, click 3 Steps Threshold to create a set of stoplight thresholds.
    Description of conditional-format-example-threshold-configuration.png follows
    Description of the illustration conditional-format-example-threshold-configuration.png
  7. Click Format to configure the fill color, font, icon or emoji (tabular data), note, and legend.
  8. Optional: Add additional rules if required.
    If you're applying multiple rules to the same column, use the grab handles to position the rules in the order you want (rules at the top activate first), and click Enable rule blending if you want to combine text font and styling but retain background color differentiation.
  9. Click Save.