Add Conditional Formatting to a Key Metric

You can add conditional formatting to a key metric so the visualization automatically highlights the areas of interest.

  1. In the Visualizations Panel, drag and drop the type of visualization you want to use to the canvas.
  2. Drag and drop the key metric to the area of the Grammar Panel that makes sense for your visualization. Drag and drop other dimensions and measures to the areas that make sense for them too.
  3. Click Conditional Formatting then click the tab representing the area you want to format - Dataset, Workbook, or Visualization.
    Conditional formatting dialog

  4. Enter a name for the formatting rule and select the measure you want to use from the Key Metrics folder.
  5. Select a preset, or select the parameters you want to compare from the drop down lists.
  6. To add a new formatting rule, click Add New Rule.
  7. Save the workbook.
  8. Right-click the visualization, select Conditional Formatting, and select the rule you want to apply.
    You can apply multiple rules to the same visualization.
  9. When you're done click Save.