how to do conditional formatting in salesforce lightning

Make sure you click the Edit button to edit the dashboard. Select the Top Account Owners 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.

Full Answer

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 add conditional formatting to a stage column?

2: Click the pulldown menu at the top of the Stage column and select Group Rows by This Field. Note: You must use at least one field grouping to be able to use conditional formatting. There is more than one way to add conditional formatting. You can use the column pulldown menu to select Sum, Average, Maximum, or Minimum values.

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 you add conditional formatting to a Salesforce Lightning report?

Click Conditional Formatting. In Add Conditional Formatting Rule, select a summary or custom summary formula field that serves as a KPI for your business. You can also apply conditional formatting to grand totals in a matrix report. Set the breakpoint values and their range colors for each bin.

How do I enable conditional formatting in Salesforce?

0:002:32Make Reports Easier to Read with Conditional Highlighting - YouTubeYouTubeStart of suggested clipEnd of suggested clipThank you for joining this quick how-to screencast brought to you by salesforce. Support to see moreMoreThank you for joining this quick how-to screencast brought to you by salesforce. Support to see more content like this hit subscribe all right in this video i'm going to show you how to set up

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.

Which report types support conditional highlighting in Salesforce?

Conditional Highlighting is available only in Matrix and Summary Reports.

How do you apply conditional highlights?

Apply conditional formatting to text On the Home tab, click Conditional Formatting. Point to Highlight Cells Rules, and then click Text that Contains. Type the text that you want to highlight, and then click OK.

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.

How many highlighted conditions can a field have in a report Salesforce?

three conditionsA maximum of three conditions per report. Conditional highlighting can only be applied to summary rows.

How do you highlight totals in a report in Salesforce?

Summarize Report Data in Salesforce ClassicDouble-click a number field in the Fields pane.Drag a number field into the preview. Press CTRL to select multiple fields. ... Choose Summarize this Field in the column menu for a field already in the report.

What is bucketing field in Salesforce?

The Bucket Field in Salesforce is a valuable feature that allows you to rapidly categorize values for a field in a report without having to create a custom formula field at the object level. In reporting, a bucket is a custom category that you create. Bucketing is a Salesforce report and documentation tool.

Can you do conditional formatting in Salesforce reports?

Conditional formatting on Salesforce reports enables you to highlight cells in colors, to add extra emphasis to the key metrics. In this guide, we'll create a standard Opportunity report, with summary-level formulas, to show you how easy it is to add conditional formatting to your Salesforce reports.

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 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.

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.

How to color a table in Excel?

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.

Why use conditional formatting in dashboard?

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.