Versions Compared

Version Old Version 2 New Version Current
Changes made by

Denise McGettigan

Denise McGettigan

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Note

The information on this page is for use by Alpha Testers only. This feature is still in development and therefore, this documentation is subject to change.

You might be familiar with conditional formatting if you use other spreadsheet products, such as Microsoft Excel. It is a feature that allows you to apply a color code to cells, based on

...

rules that you create. The color coding makes the important numbers stand out visually, drawing other users' attention directly to them. This visual aid is particularly useful in grids that contain a lot of data, where key insights can be easily lost.

You can apply the conditional formatting to one column in the grid, using up to three rules.

For example, suppose you want to

...

quickly see if your Sales Reps are meeting the current month’s revenue target. You can use the Conditional Formatting feature to apply a standard traffic light color scheme to the current month column, where the revenue generated above the target displays in green, at the target displays in yellow and less than the target displays in red.

Image Added

Add rules

  1. Set up the grid to display the required data. You cannot change the grid setup while you are in Conditional Formatting mode.

  2. Click the Conditional Formatting button

...

  1. in the

...

  1. top right toolbar above the grid. The grid converts into

...

  1. Conditional Formatting mode,

...

  1. with the conditional formatting options

...

  1. displayed above it.

  2. Create the rules that determine the formatting:

    1. Click Select a column and select the column to which you want to apply the formatting.

    2. Click the Lock* button,

...

    1. if applicable (see note below for more information).

    2. Click Condition and select the condition to which you want to apply the formatting, for example > Greater than.

    3. Enter a value, for example

...

    1. 0.

    2. Click the

...

    1. color

...

    1. box and select the color you want to apply if the condition is met, for example

...

    1. red.

    2. Click the

...

    1. Add Rule (plus) button to add another rule line, then repeat the above steps a to e to create another rule. You can add up to three rules.

    2. Ensure the rules display in the correct order. Each rule overwrites the preceding rule. If you want to reorder the rules, click a rule’s Move button, then drag the rule up or down to the new position.

  2. Click Apply. The grid

...

To edit the conditional formatting rule, click the Edit button, make your change and click Apply.

To retain the conditional formatting, save your updated grid view as a favorite or add it to a dashboard.

...

  1. updates, with the color code applied to the selected column. A summary of the conditional formatting rules displays above the grid.

Info

Notes about the lock feature:

  • The Lock setting is available when the grid has period columns.

  • This setting is relevant if you plan on saving the conditional formatting in the grid as a favorite or adding it to a dashboard, as it determines how that formatting is applied over time. This is particularly relevant when the Rolling 12 months period is selected, as the columns shift position over the course of the financial period.

  • By default, the formatting is locked to the specific named column, regardless of where that column is positioned in the grid. Stick with this option when you want to apply the formatting to a specific period column, such as October 2022, regardless of where it sits in the grid.

  • Use the other lock option if you want the formatting to apply to a column in a specific position in the grid, regardless of the name of that column. For example, suppose you want the formatting to always apply to the current month. Select the current month column, for example October 2022, the fourth column in the grid. Then click the Locked to the column by its position in the grid (grey lock) button. Next month, and those thereafter, the formatting will continue to apply to the fourth column, even though the column header will be different (November 2022 and so on).

  • To revert back to the default state, click the Locked to the column by its column name (yellow lock) button.

Manage rules

If the conditional formatting does not display as expected or you change your requirements, you can update the rules you create.

  1. Click the Edit button, to open conditional formatting edit mode, then proceed as required:

    • Change the column to which a rule applies.

    • Change the terms of a rule.

    • Change the order in which the rules apply.

    • Remove a rule: Click the Delete button.

  2. Click Apply.

Keep the conditional formatting

To retain the color coding for future reference, either:

When you add the updated grid as a widget on the dashboard, users can hover over the Conditional Formatting buttonto display the rule legend.

Image Added

Exit out of Conditional Formatting mode

If you are finished applying the conditional formatting and no longer want to see the updated grid, click the Finish Editing button in the toolbar. Your conditional formatting is removed. To reinstate it, you need to add the rules again.

On this page

Table of Contents
minLevel1
maxLevel3