Create rule

You can build your own conditional formatting rules from scratch or customize the rules created using the one-click options if your report requires it.

In this section, we'll cover some of the basic settings related to conditional formatting.

STEP 1: To create a new rule, select Conditional Formatting -> Create Rule from the Home ribbon. The conditional formatting side pane opens as shown.

Create rule

STEP 2: The rule can be renamed by editing the Title field.

STEP 3: You can apply conditional formatting to the row headers, rows, column headers, or columns/measures. Choose the desired option in the Apply to field. For example, if you opt to apply conditional formatting for row headers, you will be able to select the row dimensions that will be impacted by conditional formatting.

Conditional formatting for row headers

STEP 4: You can apply conditional formatting to values and totals, totals only or values only. By default, Values only will be selected. Customize as required using the Row hierarchy levels field.

Apply to - Options

Row hierarchy levels - Options

STEP 5: There are several conditional formats you can use to create rules. You can select the desired format using the Format by field. The available options are Rules (If Conditions), Color Scale, Classification, and Ranking.

Format by - Options

In the next section, we'll be covering Rules (If conditions).