Configuring conditional format
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Prerequisite
- Access to a view created from a query, a portal, or an analytics dashboard.
Presentation
Conditional formatting allows you to apply visual styles to the data in a view based on user-defined rules. This setting is available for the "Table," "PivotTable," and "Number" chart types.
This feature helps to highlight patterns and exceptions directly in the chart or table, making the analysis more intuitive and allowing relevant information to be quickly identified without having to examine all the numbers individually.
For example, in a table displaying the number of instances per initiating user, it's possible to highlight which users opened more than 20 workflows during the period shown in the graph.
Here's how to set up conditional formatting:
Configure conditional formatting
1. Access the view editor.
2. In the View Data tab, expand the Conditional Formatting field and add some formatting.
3. In the Apply to field section, specify which field the formatting will be applied to. You can apply it to All fields or apply it to a specific field in the view.
4. The Format field acts as a comparison between the value of the previously selected field and the criterion entered by the user. In it, select the condition that will be applied to highlight the values in the view:
| Equal to | Formatting is applied when the value is exactly the same as the value entered in the Value field . |
| Unlike | Formatting is applied when the value differs from the value entered in the Value field . |
| Greater than | Formatting is applied when the value is greater than the value entered in the Value field . |
| Greater than or equal to | Formatting is applied when the value is equal to or greater than the value entered in the Value field . |
| Less than | Formatting is applied when the value is less than the value entered in the Value field . |
| Less than or equal to | Formatting is applied when the value is equal to or less than the value entered in the Value field . |
| It's empty. | Formatting is applied when the value is greater than the value entered in the Value field . |
5. Specify the value that will be used to calculate the condition. If the "Use field" option is selected, it will be possible to select a specific field from the view.
6. Define the background color of the cell if its value meets the configured condition.
7. Define the font color of the cell content if its value meets the configured condition. Click the B button next to this field to make the font bold if the condition is met.
8. Click the Apply button.
9. Click the Save and Exit button.
Conclusion
Done! Now you know how to configure Conditional Formatting , including visual highlights that help users quickly identify important results.