Conditional Formatting
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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.
Supported Format Rules
Format rules that can be applied to different data item types are as follows:
Data Type | Supported Format Conditions |
---|---|
numeric | |
string | Value with the condition type set to Equal To, Not Equal To or Text that Contains |
date-time |
A Date Occurring for dimensions with the continuous date-time group interval |
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:
The dashboard item’s Options menu
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:
- 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.
- 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.