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 will then be met with 4 types of rules 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.
If we revisit the Conditional Formatting section from the Layout dropdown, we see that the new rule is displayed.
Finally, make sure to save frequently used Conditional Formatting rules to a specific View by selecting View Options and clicking "Save."