Conditional Formatting

Conditional Formatting (CF) helps visually highlight important trends and patterns in charts and tables using rule-based color formatting. You can apply thresholds, ranges, and color scales to emphasize performance changes, outliers, and key metrics across supported visualization types. When a Report widget is added to a Dashboard, its Conditional Formatting rules are copied automatically. Changes made in the Dashboard remain local and do not affect the original Report. Conditional Formatting is supported for Line, Area, Column, Horizontal Bar, Multiseries, Table, and Map Charts.

Enabling Conditional Formatting

To add Conditional Formatting:

1. Open the chart or table editor.

2. In the Widget tab, locate the Conditional Formatting section.

3. Expand the section and turn the toggle ON.

5. Save the rule. Existing rules become active immediately when Conditional Formatting is enabled.

Configuring Rules

Each rule applies formatting to a selected metric based on defined conditions.

To create a rule:

1. Click Add Rule.

2. Select the metric to evaluate.

3. Choose a color scale style.

Use Steps

Enable Steps when you want distinct color bands instead of a smooth gradient. This option is useful for categories such as Low, Medium, and High, or for clearly separated performance ranges.

Example: Use a three-color scale with Steps enabled to show conversion rates below 2% as Low, 2%–5% as Medium, and above 5% as High.

Use Threshold Conditions

Use threshold conditions when formatting depends on specific values, statistical comparisons, percentage changes, percentiles, or another metric. After selecting a color scale, define the lower bound, midpoint, or upper bound as needed.

Each endpoint can contain multiple conditions joined with AND or OR. Supported comparisons include manually entered values, statistical aggregates, percentage change, percentiles, and comparisons between metrics.

Example: Apply a green format when Conversion Rate is greater than or equal to 5%, and a red format when it is less than 2%.

1. Click Add Rule.

2. Select the metric to evaluate.

3. Choose a color scale style.

4. Choose one of the following paths:

5. Save the rule.

Reorder rules (priority)

1. In the Conditional Formatting rule list, locate the rule you want to move.

2. Drag the rule using the handle or drag icon next to its row, and drop it in the desired position. If up/down arrows are available, use them to move the rule instead.

3. Save the widget to apply the new order.

Metric Selection

Charts and Maps

• Rules apply to one metric at a time.

Tables

• Rules can apply to:

  • Individual metrics

  • Multiple selected metrics

  • All Metrics

Color Scale Styles

Steps (banded colors)

As noted in the Configuring Rules flow above, when Steps is enabled, gradients are displayed as distinct color bands instead of smooth transitions.

This is useful for clearly separated categories such as Low, Medium, and High, or for discrete threshold ranges where each band should have a clear meaning.

Threshold Conditions

Each rule can contain one or more threshold endpoints:

• Lower Bound

• Midpoint

• Upper Bound

Each endpoint may contain multiple conditions joined with AND, OR

Supported comparison types include:

Supported operators:

• Less than

• Less than or equal

• Greater than

• Greater than or equal

Table-Specific Formatting

Tables support additional formatting controls. You can apply formatting to table cells or text values using metric-based rules.

• You can apply color to the table cell background.

• You can apply color to the metric value text.

Both modes support independent Steps toggles.

Trend Lines

Available for chart visualizations only.

Trend line options allow you to:

• Show or hide a trend line

• Show or hide trend line labels

Trend lines are supported only for compatible threshold types, such as Average, Median, and Input values.