Make Data Do the Talking with Conditional Highlights
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.
To address the program director’s concern about information being overlooked, you decide to add conditional formatting. You’ll use it to bucket account owners in high, middle, and low performers and call attention to large donations.
- Go to the Worldwide Fundraising In Progress dashboard. It should still be in edit mode.
- 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.
- Select Bins.
- To create a third bin, click Add Bin.
- Set the following value and color for each bin.
- Save the dashboard.
Nice work. Now the ABC Seed director can easily see which account owners to congratulate and which to offer assistance. In the next section, you call attention to the large donation opportunities in the table so they don’t slip through the cracks.
- 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.
- In Coloring Method, select Is Greater Than Or Equal To.
- Enter 1000000 as the value. Again, don’t enter commas within the value.
Set the background color to green.
- Click Apply.
- Save your dashboard.
Now, large donation opportunities are highlighted in green, making them easy to see.
Wow, your dashboard has come a long way fast! Next, you break up all the information to make your dashboard easier to digest.