Create conditional formatting rules

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 formatting improves readability and directs attention to key performance indicators in high-density tabular reports.

Prerequisite

• You have access to the Planning sheet with the required dataset.

Create a conditional formatting rule

1. In the Planning sheet navigate to Format > Conditional formatting.

2. Select Create rule.

   

3. Enter a Title for the rule.

4. Select where to apply formatting using Apply to (rows, columns, headers, or measures).

   

5. Select the formatting scope using Row hierarchy levels:

   • Values only
   • Totals only
   • Values and totals

   

6. Select a rule type from Format by:

   • Rules (IF conditions): For more information about configuring rules using IF conditions, see Configure rules using IF conditions.
   • Color scale: For more information about configuring rules using color scale, see Configure rules using format by color scale.
   • Classification: For more information about configuring rules classification, see Configure rules using format by classification.

   

7. Select Apply to create the rule.