Conditional formatting

Conditional formatting allows you to apply dynamic formatting to data in the planning sheet based on specified conditions, thresholds, or value ranges. It helps improve data visualization by automatically highlighting important values, trends, exceptions, and performance indicators.

You can use conditional formatting to apply different formatting styles such as background colors, font colors, data bars, bubble charts, heat maps, classifications, icons, and action indicators.

Conditional formatting helps users quickly analyze data and identify patterns without manually reviewing individual values.

Key capabilities#

Conditional formatting supports the following capabilities:

• Apply formatting based on value ranges or conditions.
• Categorize values using classifications.
• Display visual indicators such as icons, action dots, and action colors.
• Visualize data using color scales, data bars, and bubble charts.
• Apply formatting to rows, columns, measures, and charts.
• Include formatting in exported Excel and PDF reports.

Conditional formatting can be applied using the following methods:

• Use quick formatting options such as quick rules, color scales, classifications, and data bars. For more information, see quick formatting options.
• Create advanced formatting rules using nested IF conditions, classification, and other custom logic. For more information, see Create rule.

You can manage existing rules by editing, hiding, reordering, or deleting them using Manage rules.