The information on this page is for use by Alpha Testers only. This feature is still in development.
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 a rule 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.
For example, suppose you want to highlight the performance of your Sales team. You might want all of the Sales reps that are performing above their KPI to display in green and those that are performing below their KPI in red.
You can apply the conditional formatting to one column in the grid, using one rule.
Click the Conditional Formatting button
in the right menu bar. The grid converts into editing mode, above which the conditional formatting options display.Click Select a column and select the column to which you want to apply the formatting, for example % Variance.
Create the rule that determines the formatting:
Click Condition and select the condition to which you want to apply the formatting, for example Greater than.
Enter a value, for example 20.
Click the first color menu and select the color you want to apply if the condition is met, for example green.
Click the second color menu and select the color you want to apply if the condition is NOT met, for example red. You do not need to apply a second color, if not required.
Click Apply. The grid returns to Summary mode where you can see the formatting rule displayed above the grid and the color code applied to the selected column. In this example, all values greater than 20% have a green underline and those below 20% have a red underline.
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.
Coming soon in Phase 2 of this feature release is the ability to apply up to three rules to three columns. In Phase 3 of this feature release, is the ability to compare two columns. For example, if the February Total Sales is greater than January, the total displays in green color. Also, the color coding will be retained when you export the financial statement to Microsoft Excel.