What is conditional formatting in Salesforce dashboard?
With conditional formatting, you can use rules to automatically highlight charts, tables, and number widgets in your dashboard. In this step, you save a view of your dashboard with conditional formatting applied. Then you annotate the saved view, and share your data insights with others in your org.
What is conditional formatting and why should you use it?
Conditional formatting can help you draw users’ attention by dynamically highlighting specific information in tables, charts, and number widgets. To address the program director’s concern about information being overlooked, you decide to add conditional formatting.
How do I set up conditional formatting in a table?
At the bottom of the dashboard, select the table widget. In the widget properties pane on the right, select the Column tab. In Choose Column, select Opportunity Name. Expand the Conditional Formatting section, and click Add Rule. Base the coloring on the amount by selecting Amount in the Reference Column.
How to use conditional formatting in widget?
In the widget properties, scroll down to the Conditional Formatting section and expand it. In the Apply Conditional Formatting To field, select Sum of Amount. You can color a measure’s value using a gradient or bins. Gradient is selected by default. Let’s use bins to clearly distinguish the three buckets of performers.
How do I use conditional formatting in Salesforce?
Click the Conditional Formatting button. Click Add Conditional Formatting Rule. Select the column you want to apply the formatting rule to, set your value range and your colours. ... Click Done, then Apply. To collapse the rows, click Detail Rows. Repeat the above step for the Average Probability column.
Where is conditional formatting in Salesforce reports?
0:412:32And if you notice now the conditional formatting button appears on the bottom. If i remove. TheMoreAnd if you notice now the conditional formatting button appears on the bottom. If i remove. The grouping. Then that little button goes away but a grouping isn't the only.
Which report types support conditional highlighting in Salesforce?
Conditional Highlighting is available only in Matrix and Summary Reports.
What is conditional highlighting in Salesforce?
Conditional Highlighting in Reports in Salesforce is used to highlight field values on summary or matrix reports based on ranges and colors you specify. To enable conditional highlighting, your report must contain at least one summary field or custom summary formula.
How do I use conditional highlighting in Salesforce reports?
To enable conditional highlighting, your report must be a summary report (grouped by rows) or matrix report (grouped by rows and columns). It must also contain at least one summary field or custom summary formula. Click Conditional Formatting.
How do you highlight text in Salesforce?
1:392:55And we can select conditional highlighting. The only value that we have in the report is theMoreAnd we can select conditional highlighting. The only value that we have in the report is the opportunity. Amount so we can select that from the pick list on the left hand side.
How many highlighted conditions can a field have in report?
three conditionsA maximum of three conditions per report. Conditional highlighting can only be applied to summary rows.
How do I create a cross block formula in Salesforce?
To add a cross-block formula in Salesforce Classic, drag it to a block. When you add cross-block formulas to a block, they appear to the right of standard ones in the order in which you add them to the block. The results of cross-block formulas are affected by the filter options applied to the blocks in the report.
How do I create a dynamic dashboard in Salesforce lightning?
To create or edit a Salesforce Dynamic Dashboard, navigate to the Dashboards tab, click New Dashboard to create or click on an existing dashboard to edit. First, when building a new dashboard, name it, add a description if you'd like, and select the right folder for proper organization.
How do you apply conditional highlighting in numbers?
Add conditional highlighting to cellsSelect one or more cells.In the Cell pane of the Format inspector, click Conditional Highlighting, then click Add a Rule.Click a type of rule (for example, if your cell value will be a number, select Numbers), then click a rule. ... Enter values for the rule.More items...
How do I change the color of a report in Salesforce?
Edit a dashboard.To change the color theme for the entire dashboard, open the properties menu by clicking .From Dashboard Theme, choose Light or Dark.From Dashboard Palette, choose one of 14 color palettes. ... To change the color theme for an individual component, edit the component by clicking. ... Save the dashboard.
What is a Salesforce dynamic dashboard?
Dynamic dashboards allow each user to see the data they have access to according to the security settings that are in place. Without read access to a record, that record will not be accounted for in the dashboard. This allows you to control data visibility without having to create separate dashboards.
Introduction
With conditional formatting, you can use rules to automatically highlight charts, tables, and number widgets in your dashboard. In this step, you save a view of your dashboard with conditional formatting applied. Then you annotate the saved view, and share your data insights with others in your org.
Use Color to Highlight Numbers
Highlight high and low values based on ranges and colors that you specify. You’re going to add a rule to the table widget that makes it easy to see numbers above and below a threshold.
Save a View of Your Dashboard
Now, set dashboard filters and save your view of the dashboard. Only you can see your views—other users still see the original dashboard. You can create multiple views and choose one as the default that shows when you open the dashboard.
Give Users Access to Your App
Tableau CRM assets can be shared across users, groups, or roles. To enable others to see a lens, dashboard, or dataset, share the app it’s in. You can grant Viewer, Editor, or Manager access to apps that you manage. After you grant access to the project manager in your org (Laura Garza), she can see the amazing data you share with her.
Annotate Your Dashboard
Post Chatter comments directly on the dashboard using the annotation feature. With annotations, you can hold conversations about your data and how it’s visualized, with the dashboard right there for reference.
Verify Step
You’ll be completing this project in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.
Highlight Key Insights with Conditional Formatting
Dashboards can be chock-full of insights. With so much information to take in, it can be easy for users to miss something. Thankfully, there’s a way to assure they don’t. Conditional formatting can help you draw users’ attention by dynamically highlighting specific information in tables, charts, and number widgets.
Make It About Performance
In the original dashboard, you sorted the list of account owners by how much money they added to the donation pipeline to identify top performers. In the new version, let’s categorize them visually into three buckets with conditional formatting: top, middle, and low performers.
Verify Step
You’ll be completing this project in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.
