Quick formatting options

Quick formatting options offer a convenient way to apply conditional formatting to the planning sheet without manually creating advanced rules from scratch. After creating a quick rule, you can further customize the rule based on your reporting requirements. These options help you highlight trends, variances, classifications, and value distributions using predefined formatting styles.

Quick formatting is useful for quickly visualizing data and improving report readability with minimal configuration.

Supported quick formatting options

The following one-click conditional formatting options are supported:

• Quick rules - Apply predefined conditional formatting rules based on common conditions.

• Color scales - Apply gradient-based formatting using various color scale types.

• Classification - Categorize values into groups and apply formatting based on thresholds or ranges.

• Data bars - Display horizontal bars within cells to visually compare values.

• Action Analysis - Applies visual indicators and color-based formatting.

Apply quick formatting

To apply quick conditional formatting:

1. Open the planning sheet.

2. Select the required row, column, or measure.

3. Open the Conditional formatting pane.

4. Select the required one-click option.

5. Configure the formatting settings, if required.

6. Save the rule to apply the formatting.

Quick rules

Quick rules allow you to apply commonly used conditional formatting conditions such as:

• Greater than

• Less than

• Equal to

• Between ranges

• Top or bottom values

• Positive or negative values

These rules can be applied with minimal configuration. For more information, see Rules (If Condition).

Color scales

Color scales apply formatting based on value intensity or distribution within the selected range. These options help visualize trends and compare values quickly. For more information, see Color scales.

Classification

Classification formatting groups values into categories and applies visual indicators based on configured ranges or thresholds.

For more information, see Classification.

Data bars

Data bars display horizontal bars within cells to represent relative values visually. The bar length changes dynamically based on the selected value range. For more information, see Data bars.

Action Analysis

The Action analysis option provides visual indicators that help analyze trends, status changes, and performance variations within the planning sheet.

The following display options are supported in action analysis:

• Action dots - Displays colored dots as visual indicators within cells.

• Action colors - Applies color gradients based on configured conditions.

• Bubble charts - Displays the bubble along with the cell value or additional formatting elements.

• Bubble only - Displays only the bubble visualization without showing the cell value. This provides a cleaner, more compact visual representation focused entirely on value magnitude.

Manage applied rules

Rules created using one-click options can be managed from the Manage rules pane.

For more information, see Manage rules.