Just like in Excel, the Conditional Formatting feature in Toolio allows you to change the appearance of cells based on specific conditions.
Imagine you are building Pivot dashboards for dynamic reporting and want to better visualize the sales percentage differences between Divisions or Departments. Adding a Conditional Formatting Rule can help emphasize these discrepancies in your reporting.
See below for a step by step walkthrough:
You can add a Conditional Formatting Rule by clicking on the View (i.e. YTD Actuals), selecting Conditional Formatting, and then hitting "Add rule."
You'll be prompted to select one of the 4 types of filters you want to apply the rule to: Type, Metric, Variant, and Attribute.
Depending on what you're adding a rule for, you will then be met with different drop downs. For example, if you select Type, you'll have 4 types of filters to select from: text, currency, percentage, and number. Please make sure to select the correct rule type for your specific use case. Please also note that in the instance where multiple rules are overlapping, the latest rule will be displayed.
Upon selecting a rule type, you will have the choice of single color or color scale formatting.
In this example, we are opting to use color scale formatting to highlight Division level percent differences in Gross Sales Retail. Please note that because the rule type is set to 'Percentage' in this case, the number and currency values are not affected.
Additionally, users can easily save custom color choices and have these colors available for future use. Select the “+” located above the color selection grid to create or add custom color options.
Toolio is also configured to support Bold, Italicize, Strike-Through, and Underline text to better highlight your data outputs.
In certain cases, you will have multiple conditional formatting rules that could impact the same metrics/variants. In this case, you can drag and drop your rules in the order you need. The last rule will take precedence.
If I change the order of the rule the formatting will change.
You're also able to directly copy existing conditional formatting from another view by going to the Conditional Formatting menu and selecting Copy From Another View.
Finally, make sure to save frequently used Conditional Formatting rules to a specific View by selecting View Options and clicking "Save."