Conditional formatting helps you highlight important data points in a planning sheet by applying visual cues such as colors, icons, and styles based on defined rules. This improves readability and directs attention to key performance indicators in high-density tabular reports.
Create a conditional formatting rule
To create a rule:
In the Planning sheet navigate to Format >Conditional formatting.
Select Create rule.
Enter a Title for the rule.
Select where to apply formatting using Apply to (rows, columns, headers, or measures).
Select the formatting scope using Row hierarchy levels:
Values only
Totals only
Values and totals
Select a rule type from Format by:
Rules (If conditions) - For more information about configuring rules using IF conditions, see Rules (IF conditions).
Color scale - For more information about configuring rules using Color scale, see Color scale.
Classification - For more information about configuring rules Classification, see Classification.
Select Apply to create the conditional formatting rule.
