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Conditional Formatting

  • 3 minutes to read

A Pivot dashboard item highlights cells with a certain color, depending on the cell’s value. You can calculate a format rule by measures placed in the Values section and dimensions placed in the Columns or Rows sections.

You can use hidden measures to specify a condition used to apply formatting to visible values.

wdd-pivot-cf

Supported Format Rules

Format rules that can be applied to different data item types are as follows:

Data Type

Supported Format Conditions

numeric

Value

Top-Bottom

Average

Expression

Icon Ranges

Color Ranges

Gradient Ranges

Bar

Bar Color Ranges

Bar Gradient Ranges

string

Value with the condition type set to Equal To, Not Equal To or Text that Contains

Expression

date-time

Value

A Date Occurring for dimensions with the continuous date-time group interval

Expression

Icon Ranges

Color Ranges

Gradient Ranges

Bar

Bar Color Ranges

Bar Gradient Ranges

Refer to the following topic for more information about format condition types: Conditional Formatting Basics

Create and Edit a Format Rule

You can create and edit format rules in the Conditional Formatting section that is located in the following places:

Refer to the following topic for information on how to create and edit format rules: Conditional Formatting in Web Dashboard

Pivot-Specific Format Condition Settings

New appearance settings are applied to data cells that correspond to a row/column intersection. You can set a new intersection of the row and column or use predefined settings.

Note the following specifics:

  1. The dashboard does not calculate format rules in a pivot for percentage values on multiple levels. In this case, “All Levels” intersection mode is not available.
  2. If you create a new format rule for a dimension from the Columns/Rows section, the corresponding format condition dialog does not contain any Pivot-specific settings.

The format rule’s Miscellaneous section contains pivot-specific options:

Option Description
Enabled Enables/ Disables the current format rule.
Intersection Mode Specifies the level on which to apply conditional formatting to pivot cells.
Intersection Row/Column Dimension Applies the format rule to the specified row/column dimension, if you select the Specific Level as the intersection mode.
Apply to Row/Column Specifies whether to apply the formatting to the entire Pivot’s row/column.

A Pivot item allows you to specify to which field intersection a format rule is applied.

Intersection Level Mode Description
Auto Identifies the default level. For the Pivot dashboard item, Auto identifies the First Level.
First Level The first level values are used to apply conditional formatting.
Last Level The last level values are used to apply conditional formatting.
All Levels All pivot data cells are used to apply conditional formatting.
Specific Level The specified measures/dimensions are used to apply conditional formatting.

For example, the Pivot item has three fields in the column area (Year, Category, and Product) and one field in the row area (State):

intersection_levels

The image below displays different intersection levels with the applied format rule:

pivot_applied_levels

To apply a format rule to the row or column Grand Total, change the Intersection Level Mode to Specific level and set the [Grand Total] value as the intersection row/column dimension.