(v24) Using the Conditional Formatting Sidebar - Tables

Using the Conditional Formatting Sidebar - Tables

This applies to: Visual Data Discovery

Format your visuals by adding color and text formats based on the conditions you define. A sidebar menu work area, Conditional Formatting, allows you to set format conditions to apply to your data.

Note: Symphony displays a warning icon if you try to create a conditional formatting rule for tables that include a field or group not present in the visual. The resulting rule will not include the missing field or group.

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

2. If you selected the visual on a dashboard, select Settings on the visual drop-down menu to access the sidebar menu for the visual.

3. Select the conditional formatting option () on the sidebar menu for the visual. The Conditional Formatting sidebar opens.

   

4. Use the Conditional Formatting sidebar to configure formatting options for your table visuals. See Configure Conditional Formatting.

5. After making changes, select Apply to apply the conditional formatting rules you have specified.

6. Save the visual or dashboard to save your changes.

Conditional Format Options

The available options for rules and formatting change to reflect your selections.

Conditional Formatting Sidebar

• Select Add Rule to add a conditional formatting rule. See Configure Conditional Formatting.

• Select an existing rule to edit the rule, or the delete icon () to delete the rule.

• Select and drag rules to change their order.

Add or Edit Conditional Formatting Rule

Select When To Apply Formatting

Select the add icon () in Select When To Apply Formatting to define the conditions to apply your formatting.

Select Where To Apply Formatting

Enable Format entire row in Select Where To Apply Formattingto format the entire row. Disable to format only the applicable cell.

Select the add icon () for Formatting to define the formatting for your condition.

Select the delete icon () to delete a formatting option.

Select When To Apply Formatting

• Row attribute: Select a row attribute to define the values for formatting by this data. Optionally, select the add icon () to add a derived field or custom metric.

  

  Example: Apply a background color to a specific State condition.

  

• Group attribute: Select an attribute that you’ve grouped your data by to define values for that aggregated data. Optionally, select the add icon () to add a derived field or custom metric.

  

  Example: Format Group attributes that meet the condition: the Sum of Actualsales grouped by ProductBetween a defined range of values.

  

Select Values for an Attribute

Selection	Description
Operator	Select Include to include the selected values for this attribute. Select Exclude to exclude the selected values for this attribute.
Customize	Enter a custom value and select Add to add it to the values list. Select the delete icon () to remove it from the values list.
Search	Search for specific values in your list.
Select All	Select the checkbox to include all listed values. Clear the checkbox to remove all selected values.

Select Values for a Number

Selection	Description
Range	Displays the range for this value.
Operator	Select an operator to use. Options may include Between, Not Between, Equal, Not Equal, Greater Than, Greater Than or Equal, Less Than, Less than or Equal, Include, and Exclude. Depending on the Operator you select, different definition fields are available to use.
From, To	Define a value range for Betweenand Not Between.
Value	Define a value for Equal, Not Equal, Greater Than, Greater Than or Equal, Less Than, and Less than or Equal.
Customize	Optionally define for Include, and Exclude. Enter a custom value and select Add to add it to the values list. Select the delete icon () to remove it from the values list.
Search	For Include, and Exclude. Search for specific values in your list.
Select All	Define for Include, and Exclude. Select the checkbox to include all listed values. Clear the checkbox to remove all selected values.

Select Values for a Date

Selection	Description
Range	Displays the range for this value.
Operator	Select an operator to use. Options may include Between, Is NULL, and Is not NULL. Depending on the Operator you select, different definition fields are available to use.
From, To	Define a value range for Between, using Static Time or Dynamic Time. See Set a Time Field Filter.
Presets ...	Select an available Preset... for Between. See Set a Time Field Filter.

Formatting

Select the add icon () to add a formatting option you'll apply to your condition. Select the delete icon () to remove the formatting option.

Format Option	Description
Text Color	Select to define the text color format to apply to your condition. Enter the color number in hexadecimal, or use the color picker to enter RGB values or pick your color visually.
Background Color	Select to define the background color to apply to your condition. Enter the color number in hexadecimal, or use the color picker to enter RGB values or pick your color visually.
Bold	Select to enable or disable bold formatting to apply to your condition.
Italic	Select to enable or disable italic formatting to apply to your condition.
Underline	Select to enable or disable underline formatting to apply to your condition.

In the above example, formatting based on the Actualsales condition is applied first, then formatting based on the State condition overrides that rule.

Mix and match rules as needed to achieve the look and feel you want.