Conditional Formatting

• Apr 05, 2023
• 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 to format visible values.

Supported Format Rules

Available condition types depend on the data item type. The table below lists data types and their supported condition types:

Data Type	Supported Condition Types
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

To create or edit a format rule, open the Conditional Formatting section in the data item menu or in the dashboard item’s Options menu. Click + to add a new format rule:

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

Appearance Settings

You can add an icon to the cells or configure the style for display text and background color. To do this, open the format rule’s Condition section and specify the settings:

Appearance

You can select a predefined style or create a Custom Style in the Appearance tab. You can specify background color, text color, and font settings.

Icons

You can select an predefined icon from the Icon tab.

Pivot-Specific Format Condition Settings

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):

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

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.