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Adaptive Planning
Última actualización: 2025-11-14
Concept: Conditional Formatting for Charts

Concept: Conditional Formatting for Charts

You can apply conditional formatting to most Reference: Chart Types, except waterfall, sheets, and dimension mapping. Use the Appearance Settings tab to define how to format data that meet certain conditions. Conditional formatting is rule-based that evaluates to true or false. If true, the condition is met and the data is conditionally formatted in the color specified. Rules must reference a data series in the chart.
Suppose you want to highlight good liquidity in a chart when the quick ratio is higher than 2. You can create an expression:
[quick Ratio] > 2
that evaluates true or false. If true, the data point is formatted in green.
Comparison Expression Evaluates if Quick Ratio is Greater Than or Equal To 19

Display Styles

Charts display data as a numeric value or graphically such a bar or column. The display style for a conditionally formatted data point will vary based on the chart type.

Charts with a Numeric Display Style

Conditional formatting is applied to the numeric value on these charts:
  • Crosstab
  • KPI
  • Scorecard
For example, this KPI is highlighted in green indicating that 4.4 million in revenue is above expectations:
Conditional Formatting of  Numeric Values on a KPI

Charts with a Graphic Display Style

Conditional formatting is applied to the graphical representation of data to these charts:
  • Area and Line
  • Bar and Column
  • Doughnut and Pie
  • Funnel and Pyramid
  • Gauge and Meter
  • Geo Map
  • Scatter
For example Gauge charts conditionally format the scale and doughnut charts conditionally format data slices in pink when gross margin or revenue falls below expectations:
Doughnut Chart with Slices in Red and Meter Needle in Red Indicates that Revenue is Below Expectations