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Adaptive Planning
Last Updated: 2023-06-23
Create Conditional Formatting Rules

Create Conditional Formatting Rules

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You can create multiple conditional formatting rules in a chart. These rules evaluate from the bottom up. The order of rules matter when rules evaluate to true on the same data point. The order of the rules determine how formatting applies.
  1. From the
    Appearance Settings
     tab, expand the
    Conditional Formatting
     section.
  2. Click
    Add rule
    .
  3. Define the rule.
  4. Build the expression.
    Example:
    [Quick Ratio] >= 19
    , where
    Quick Ratio
     is the name of a data series in the chart.
  5. Select the highlight color to format data points when the condition is true.
  6. To evaluate a series using this rule, select the data series.
  7. (Optional) Drag and drop rules to reorder them.
To get a more predictable outcome, use comparison operators to establish boundaries. Arrange the rules in the order you want them to evaluate.