Configure Conditional Formatting

This applies to: Visual Data Discovery

Format your visuals by adding color and text formats based on the conditions you define. The Conditional Formatting sidebar allows you to set formatting based on conditions to apply to your data.

Define Conditional for Table Visuals

  1. Select a table visual in a dashboard or in the Visual Gallery.

  2. Select the conditional formatting icon () in the sidebar menu. The Conditional Formatting sidebar opens.

    Add conditional formatting rules here

  3. Select Add to open the add rule work area. Use this work area to define a condition and the formatting to apply.

    define conditions and formatting to apply to tables

  4. Select the add icon (add icon) in Select When To Apply Formatting to define the conditions to apply your formatting. See Using the Conditional Formatting Sidebar - Tables.

    Select an attribute to define a condition

    Select a row or group attribute. The Value work area opens. Define the values for this condition. See Using the Conditional Formatting Sidebar.

    Select the values formatting will apply to here

    Select Continue to save your changes and define the formatting options.

  5. Optionally, enable Format entire row in Select Where To Apply Formatting to format the entire row. Disable to format only the applicable cell.

  6. Select the add icon (add icon) for Formatting to define the formatting to apply to data that matches the condition you set. See Using the Conditional Formatting Sidebar.

    define the formatting to apply to your selected attribute

    Select a formatting option and define the look you need. See Using the Conditional Formatting Sidebar.

  7. Optionally, add as many formatting options as you need. Formats are applied sequentially: see How Symphony Applies Formatting Rules. Select the delete icon () to remove any unneeded options. Select Continue to save your changes.

  8. Optionally, add more conditional formatting rules. Drag and drop the rules change their order. In a case where multiple formatting rules apply to results of overlapping conditions, formats are applied sequentially. See Using the Conditional Formatting Sidebar.

    add, remove, or edit rules as needed

  9. Select Apply to apply your changes to the visual.

Define Conditional Formatting for a Pivot Table Visual

  1. Select a table visual in a dashboard or in the Visual Gallery.

  2. Select the conditional formatting icon () in the sidebar menu. The Conditional Formatting sidebar opens.

    Add conditional formatting rules here

  3. Select Add to open the add rule work area. Use this work area to define a condition and the formatting to apply.

    define conditions and formatting to apply to pivot tables

  4. Select the add icon (add icon) in Select When To Apply Formatting to define the conditions to apply your formatting. See Using the Conditional Formatting Sidebar - Pivot Tables.

    Select an attribute to define a condition

    Select a group attribute. The Value work area opens. Define the values for this condition. See Using the Conditional Formatting Sidebar.

    Select the values formatting will apply to here

    Select Continue to save your changes and define the formatting options.

  5. Select the add icon (add icon) for Formatting to define the formatting to apply to data that matches the condition you set. See Using the Conditional Formatting Sidebar.

    define the formatting to apply to your selected attribute

    Select a formatting option and define the look you need. See Using the Conditional Formatting Sidebar.

  6. Optionally, add as many formatting options as you need. Formats are applied sequentially: see Using the Conditional Formatting Sidebar. Select the delete icon () to remove any unneeded options. Select Continue to save your changes.

  7. Optionally, add more conditional formatting rules. Drag and drop the rules change their order. In a case where multiple formatting rules apply to results of overlapping conditions, formats are applied sequentially. See Using the Conditional Formatting Sidebar.

    add, remove, or edit rules as needed

  8. Select Apply to apply your changes to the visual.