Applying Conditional Formatting

After completing this lesson, you will be able to:

After completing this lesson, you will be able to:

  • Apply conditional formatting on single or multiple table cells

Conditional Formatting

You can apply conditional formatting by defining thresholds in a story, or you can apply the formatting to all stories based on a model by defining thresholds in that model. For example, in your model you could define a threshold for revenue at $1,000,000, so that all stories based on the model can use the pre-defined revenue threshold of $1,000,000. When defining thresholds in a model, the definition is done only once. But thresholds at the story level must be defined in every story.


Thresholds can be applied to account dimension members and measures.

Threshold styles in the story are the same as in an Analytic Application.

Define Thresholds in a Story

To define thresholds in a story, choose Conditional Formatting from the main toolbar (or the More menu). From there, simply define your criteria for the formatting, including the colors and display options. Once the conditional formatting is defined, you can apply it to charts or tables on your story pages.

Apply to a Chart

You can apply conditional formatting to either a measure in a chart or to the Color definition for a chart in the Builder pane.

Apply to a Table

You can apply conditional formatting to a measure in a table in the Builder pane. You can also define a new threshold, just as you would from the main toolbar.

Thresholds on Single or Multiple Table Cells

If you have multiple measures/accounts displayed in a table, you can create and apply thresholds for each measure. You can also create multiple thresholds for a particular measure, but you can apply only one threshold at a time.

Use Conditional Formatting

Task 1: Use conditional formatting

Business example

You have created a story and decide that you would like to add conditional formatting to highlight specific data.

Task flow

In this practice exercise, you will perform the following tasks:

  • Create a story threshold based on a number range for gross margin
  • Apply the threshold to a bar/column chart
  • Apply the threshold to a bullet chart
  • Create a measure-based threshold by comparing net revenue and cost of goods sold
  • Apply the threshold to a table

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