Conditional Formatting
Conditional formatting enables you to highlight your workbook visualization results based on rules that you define. Currently, you can only apply conditional formatting to table views and pivot tables using fields that contain NUMBER or STRING values. This includes standard, custom, custom formula, and calculated measure fields. Fields with DATE values are not supported.
Conditional formatting does not differentiate between values in multiple currencies. For example, if you define a conditional formatting rule to highlight results greater than 10 dollars, results with values greater than 10 euros are also highlighted. To accurately highlight results with values in multiple currencies, you should convert or consolidate the values before you apply conditional formatting. For more information, see Currency in Datasets and Workbooks.
To apply conditional formatting to fields that contain percentage values, you must use decimal values in the rule definition. For example, if you want highlight results greater than 20%, use the value 0.2 in your rule definition.
The current iteration of conditional formatting does not support filtering results by color or icon. If you apply conditional formatting to a field containing numeric values however, you can sort the highlighted results in ascending or descending order to simulate filtering.
Conditional formatting that you apply a table view or pivot table is automatically applied to any Analytics portlets based on that visualization. To turn off conditional formatting in the portlet, you must edit the visualization in the associated workbook. For more information, see Opening Workbooks from the Analytics Portlet.
Conditional Formatting in Table Views
In table views, you can highlight any column that you add to the table if it contains NUMBER or STRING values.
To apply conditional formatting to a table view:
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Add the field you want to highlight to the table.
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Click the Field Menu icon in the column header and point to Conditional Formatting.
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Click Manage Conditional Formatting.
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Select the operators, values, and color or icon for the rule. You can click the add icon
to create multiple rules and apply different colors or icons to the same column. -
Click Apply.
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Repeat steps 1–5 for each column you want to highlight.
Conditional Formatting in Pivot Tables
In pivot tables, you can highlight measures, subtotals, and grand totals. Highlighting is only applied to individual cells. Currently, you cannot highlight entire rows.
To apply conditional formatting to a pivot table:
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Add the field you want to highlight to the measures section of the Layout panel.
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Click the Field Menu icon next to the field in the Layout panel and point to Conditional Formatting.
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Click Manage Conditional Formatting.
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Select the operators, values, and color or icon for the rule. You can click the add icon
to create multiple rules and apply different colors or icons to the same measure. -
Check Apply to subtotals and grand totals if you want to apply your rules to the measure subtotals and grand totals.
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Click Apply.
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Repeat steps 1–6 for each measure you want to highlight.