Create rules

You can create conditional formatting rules from scratch or modify rules generated by one‑click options to match your reporting requirements. Use conditional formatting to compare measures against fixed values, other measures, or user selections, or to apply calculations that dynamically adjust the formatting in your report. You can also define conditions based on dimension categories.

Configure conditional formatting rules for tables

You can add icons, set the font, or background color based on specified conditions. For example, you may need to highlight values or categories in red when the profit falls below a certain limit.

Click Conditional Formatting > Create Rule.
Rename the rule to make it easier to identify.
In Apply to, select the item to be formatted - row headers, rows, column headers, or measures.
When working with a row hierarchy, you can apply conditional formatting to child rows, parent rows, or both. Set Row hierarchy levels to Values only to apply formatting to child rows, Totals only to apply it to parent rows, or Values and Totals to apply it to both.
Set the formatting style to apply when the condition is satisfied.

Set the font style to bold, italic, or underline. Click the caret icon, and then choose an underline color.

Set the cell background color, font color, cell border, or a hatched cell background. Click the caret icons to choose the color.

Display icons or text.

Set Format by to Rules(If Conditions). Additional options are enabled to enter the condition.

Configure conditional formatting rules for charts and cards

The steps to create rules for charts and

In your KPI card or chart visual, go to Data > Conditional Formatting > New Rule.
In charts, if you have hierarchical data in your axis category, you can apply conditional formatting to child bars, parent bars, or both. Set Rule for to Values only to apply formatting to child rows, Totals only to apply it to parent rows, or Values and Totals to apply it to both.

Set Format by to Rules. Additional options are enabled to enter the condition.

Applying rules to elements

Conditional formatting can be applied to individual elements such as charts, data labels, and axis labels, as well as card backgrounds and KPI titles. Select the element(s) from the Impacts on section.

When you set Impacts on to Chart or Data label, the Apply to option is enabled. Select the measure to which the rule should be applied.

Some examples of applying conditional formatting to individual elements are shown below.

To apply dynamic formatting to charts, set Impacts on to Chart, then choose the color and bar fill style (solid, outlined, or hatched) that should be applied when the condition is met.

You can set a background color for cards when the specified rule is met. Select Background as the Impacts on option.

Change the title color by setting Impacts on to Kpi Title.

Just like charts, backgrounds, and titles, you can apply dynamic formatting to other elements using the Impacts on section.

Define conditional formatting conditions

Go to Conditional Formatting > New Rule to configure a rule.

Select Number and enter a value to compare your measure against a static threshold.

Select Value and choose the second measure to compare two measures.

Apply calculations by using either numeric values or measures. To define a calculation, select Formula and specify the expression you want to apply. In this example, the cells are highlighted when the plan exceeds actuals by more than 2 million.

For charts and cards, select the Calculation option to define a formula.

For tabular data, conditional formatting can also be applied in reading view. Choose User selection and specify the measures to compare the selected cell against. In this example, when a user selects an Actuals or Plan value, it is compared against other Actuals values, and the higher values are highlighted.