Conditional formatting

Plan enables intuitive data classification using conditional formatting, allowing users to visually interpret performance at a glance

Conditional formatting in dashboards and reports is key to guiding users' attention to specific performance areas. Compared to charts, tabular reports have higher information density, which makes conditional formatting a lot more useful.

Conditional formatting can be used to highlight or emphasize certain records using color, icons, data bars, etc. Select on the Conditional formatting dropdown as shown below.

Conditional formatting-overview

There are two ways to apply conditional formatting -

1. Using quick, one-click options such as quick rules, color scales, classification, and data bars, which are covered in one-click options

2. Creating advanced rules from scratch using nested if-conditions, ranking, etc., which are covered in create rule

Inserted rules can be edited, hidden, reordered, or deleted using manage rules.

One-click formatting options can be customized further.