Apply conditional formatting in Real-Time Dashboard visuals (preview)

Conditional formatting allows you to format the visual representation of data points based on their values, utilizing colors, tags, and icons. Conditional formatting can be applied either to a specific set of cells within a designated column or to entire rows.

Important

This feature is in preview.

For each visual, you have the flexibility to define one or more conditional formatting rules. In cases where multiple rules conflict, the last rule defined takes precedence over any previous ones.

Prerequisites

Add a conditional formatting rule

  1. On the tile that you'd like to customize, select the Edit icon.

    Screenshot of the tile edit icon on a table visual.

  2. In the Visual formatting pane, scroll to the bottom and toggle Conditional formatting from Hide to Show.

  3. Select Add rule. A new rule appears with default values.

    Screenshot of the conditional formatting add rule button.

  4. On the new rule, select the Edit icon. The Conditional formatting pane opens. For table visuals, you can either color by condition or color by value. For stat and multi stat visuals, you can only color by condition.

Color by condition

The color by condition rule allows you to set one or more logical conditions that must be met for a value to be colored. This option is available for table, stat, and multi stat visuals.

To color your results by condition:

  1. In the Conditional formatting window, set the Rule type to Color by condition. For stat and multi stat visuals, color by condition is the only option.

    Screenshot of option to color by condition.

  2. Enter information for the following fields:

    Field Required Description
    Rule name A name for the rule. If not defined, the condition column is used.
    Color style Determines the color formatting: Bold or Light.
    Column The column for the condition definition.
    Operator The operator for the condition definition.
    Value The value for the condition definition.
    Color The color to apply to the rows that meet the condition: Red, Yellow, Green, or Blue.
    Tag A tag to add to the formatted column.
    Icon An icon to add to the formatted column.

    For table visuals, enter information for the following extra fields:

    Field Required Description
    Apply options Apply the formatting to cells in a specific column or to the entire row.
    Column The column to which to apply the formatting.
    Hide text A toggle option to hide text within a formatted column. This option is only available when applying formatting to cells, not to rows. Instead of coloring the cell and displaying the text, the cell is colored without revealing its content.

    Note

    To define more than one condition, select Add condition at the end of the Conditions section.

  3. Select Save. In the following example, the cells of a multi stat visual with Count values above 10 are colored red with a warning icon.

    Screenshot of a multi stat visual colored by condition.

Color by value

The color by value rule allows you to visualize values on a color gradient. This option is available for table visuals.

To color your results by value:

  1. In the Conditional formatting window, set the Rule type to Color by value.

    Screenshot of option to color by value.

  2. Enter information for the following fields:

    Field Required Description
    Rule name A name for the rule. If not defined, the condition column is used.
    Column The column to be used for the condition definition.
    Theme The color theme: Traffic lights, Cold, Warm, Blue, Red, or Yellow. The default is Traffic lights.
    Min value Minimum value for conditional coloring.
    Max value Maximum value for conditional coloring.
    Reverse colors A toggle option that defines the direction of the gradient.
    Apply options Apply the formatting to cells in a specific column or to the entire row.
  3. Select Save. In the following example, the cells of a table are colored from green to red based on the Count column.

    Screenshot of example table of color by value.