Conditional Formatting
Conditional formatting lets you highlight your workbook visualization results based on rules you set. Right now, you can only apply conditional formatting to table views and pivot tables if the fields have NUMBER or STRING values. This includes standard, custom, formula, and calculated measure fields. Fields with DATE values aren’t supported.
Conditional formatting does not differentiate between values in multiple currencies. For example, if you set a rule to highlight results over 10 dollars, any value over 10 euros will be highlighted too. To highlight results accurately when using multiple currencies, convert or consolidate the values before applying conditional formatting. For more information, see Currency in Datasets and Workbooks.
To use conditional formatting on percentage fields, you have to use decimal values in the rule. For example, if you want to highlight results greater than 20%, use 0.2 in your rule.
Conditional formatting doesn’t currently let you filter results by color or icon. If you apply conditional formatting to a numeric field, you can sort the highlighted results in ascending or descending order to mimic filtering.
Any conditional formatting you use on a table view or pivot table is automatically applied to Analytics portlets based on that visualization. To turn off conditional formatting in the portlet, edit the visualization in its 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 your table.
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Click the Field Menu icon in the column header and go 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, but only for individual cells, not 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.