Add Workbook-level Conditional Formatting Rules

You can create conditional formatting rules at the workbook-level to enable workbook users to apply highlight data in visualizations in a workbook. For example, you might want to show when occupancy rates for a rentral property meet high, medium, and low thresholds in selected visualizations.

Tutorial

Workbook users can apply workbook-level rules to visualizations individually.

Conditional formatting enables you highlight important events in your data.

1. On your home page, hover over a workbook, click Actions, then select Open.
2. Display the Visualize pane.
3. On the canvas toolbar, click Conditional Formatting .
4. Click Add New Rule.
5. In Name, change the default name to something more user-friendly.
   
   
   Description of the illustration add-conditional-format-rule.png
   
   
6. 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.
7. 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 the illustration conditional-format-example-threshold-configuration.png
   
8. Click Format to configure the fill color, font, icon or emoji (tabular data), note, and legend.
   
   

   
   Description of the illustration cf_format.png

   
   
9. 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.
10. Click Save.
    Workbook-level rules aren't applied by default. Complete steps 11 to 13 to apply them.
11. In each visualization to which you want to apply the conditional formatting rule, hover over the visualization, right-click, then select Conditional Formatting to show columns with rules available.
12. Click a column name, for example, REVENUE, to display workbook-level rules available for that measure.
    In this example, REVENUE has two rules available, "Rule show highs" and "Rule show lows". Active rules have a check mark.
    

    
    Description of the illustration activate-or-deactivate-conditional-format-rules.png

    
    
13. Click on the rule that you just created.