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Conditional Formatting in Reports

Ray avatar
Written by Ray
Updated over 2 weeks ago

Conditional Formatting Step-by-Step Guide

In this article, we'll guide you through the step-by-step process of performing conditional formatting, empowering you to interpret and analyze data like a pro.

Step 1: Access Conditional Formatting

  • Open your desired tabular insights report.​

  • Click on the "Conditional Formatting" option, typically located in the top toolbar or settings menu.

Step 2: Choose "Create New Rule"

  • Upon clicking the "Conditional Formatting" option, look for the "Create New Rule" button, and click on it to initiate the rule creation process.

Step 3: Select the Column for Rule Application

  • From the drop-down menu, choose the column to which you want to apply the formatting rule.​

Step 4: Define the Condition

  • Select an attribute that represents the condition (e.g., "Greater Than," "Less Than," "Equal To").​

  • Enter the benchmark value that will trigger the formatting.

Step 5: Choose the Color for Formatting the Column

  • Pick a color to highlight the data that meets your defined condition.​

Highlighting key insights with customized colors enhances data interpretation and enables you to make well-informed decisions.

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