Conditional Formatting

You can apply conditional formatting to both table cells and column summaries. You can specify a background color, font color, and/ or font style: bold, italics, underlined, or strikethrough. You can create conditional formatting rules for both measures and attributes. For pivot tables, you can only create conditional formatting rules for measures.

Pivot tables follow the same conditional formatting rules as tables, even though they fall under ThoughtSpot’s chart category. However, you cannot set different conditional formatting rules for pivot table cells and pivot table column summaries.

Apply conditional formatting to a straight table (Classic Experience)

You can use conditional formatting to show straight tables with a target value highlighted by colors based on where values fall relative to the target.

To apply conditional formatting to a straight table (in this example, Gross Revenue by Month of Year), follow these steps:

1. Click the ellipsis icon for the column that you wish to apply formatting to (must be a measure). The Conditional Formatting panel appears

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2. From the Conditional Formatting menu, select +Add Formatting to add a conditional formatting rule for the measure you have selected (in this example, gross revenue).

3. The menu will update with options to add conditions and adjust the colors if something meets the condition set forth.

4. Select an operator. The valid options for measures are less than, greater than, less than or equal to, greater than or equal to, equal to, not equal to, and between. You may click the color boxes to change the color coding of the condition.

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5. Select the conditional value, or in the case of the between operator, the conditional range. Here, we apply conditional formatting to revenue values less than 160 million and greater than or equal to 160 million.

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6. Once you hit done, it will then apply the conditional formatting to your straight table.

Apply conditional formatting to a chart (Classic Experience)

You can use conditional formatting to show charts with a target value or range drawn as a line in the chart, and the legend colors determined by where values fall relative to the target.

To apply conditional formatting to a chart (in this example, Gross Revenue Month of Year this year), follow these steps:

1. Click the Y-Axis descriptor (Total Gross Revenue) and select Conditional Formatting.

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2. From the Conditional Formatting menu, select +Add Formatting to add a conditional formatting rule for the measure you have selected (in this example, gross revenue).

3. The menu will update with options to add conditions and adjust the colors if something meets the condition set forth.

4. Select an operator. The valid options for measures are less than, greater than, less than or equal to, greater than or equal to, equal to, not equal to, and between. You may click the color boxes to change the color coding of the condition.

5. Select the conditional value, or in the case of the between operator, the conditional range. Here, we apply conditional formatting to revenue values less than 160 million and greater than or equal to 160 million. If you wish to only highlight cells that fell short of your 160 million goal, you would then check the ‘fill chart’ box next to the green to only cells that fell short.

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Apply conditional formatting to a chart (New Experience)

You can use conditional formatting to show charts with a target value or range drawn as a line in the chart, and the legend colors determined by where values fall relative to the target.

To apply conditional formatting to a chart (in this example, Gross Revenue by Supplier Country), follow these steps:

1. Click the ellipsis icon to the upper right of your chart. The Edit chart panel appears, on the Configure menu. Alternatively, you can click the Conditional formatting option in the axis menu for the measure you would like to add a conditional formatting rule for. If the new answer experience is off in your environment, you can only access chart conditional formatting from the axis menu.

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2. From the Edit chart menu, select the measure you would like to add a conditional formatting rule for.

3. The Edit panel for that column appears. Under Conditional formatting, click + Add rule.

4. Select an operator. The valid options for measures are less than, greater than, less than or equal to, greater than or equal to, equal to, not equal to, and between.

5. Select the conditional value, or in the case of the between operator, the conditional range. Here, we apply conditional formatting to revenue values between 100 million and 125 million.

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6. To specify a different color of the conditional format, select the new color from the color selector.

   1. This option draws upper and lower limit lines on the chart, and colors the chart elements that meet the conditional requirements.

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   3. Alternatively, you can place a range band on the chart. Select the Fill chart option.

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7. To add another condition, click + Add rule below the rule(s) you already created.

8. To remove a defined conditional format, navigate to the Edit panel for the measure. Select the delete icon that appears when you hover over a rule.

9. Click Done.

Here, you can see a chart that highlights elements with conditional formatting on some elements. You can also see how the same chart appears with a background chart band.