Create rules in Conditional Formatting

Conditional formatting helps you highlight important data points in a planning sheet by applying visual cues such as colors, icons, and styles based on defined rules. This improves readability and directs attention to key performance indicators in high-density tabular reports.

Create a conditional formatting rule#

To create a rule:

1. In the Planning sheet navigate to Format > Conditional formatting.
2. Select Create rule.

3. Enter a Title for the rule.
4. Select where to apply formatting using Apply to (rows, columns, headers, or measures).

5. Select the formatting scope using Row hierarchy levels:

• Values only
• Totals only
• Values and totals

6. Select a rule type from Format by:

• Rules (If conditions) - For more information about configuring rules using IF conditions, see Rules (IF conditions).
• Color scale - For more information about configuring rules using Color scale, see Color scale.
• Classification - For more information about configuring rules Classification, see Classification.

6. Select Apply to create the conditional formatting rule.