Conditional formatting is a feature that causes a box to change appearance as soon as a data condition in that box changes. This feature can be very helpful when performing interactive modelling of your chart.
Keep in mind that both Markers and Conditional Formatting affect box appearance; however, Markers are limited to changing only some attributes of a box’s appearance, while a conditional format may change all aspects of a box’s appearance.
Also, it is important to note that Markers only take effect when the ‘Apply Markers’ command is performed. However, the Conditional format will change as soon as the box’s data condition is met.
This article addresses Conditional Formats, not Markers.
Conditional formatting allows you to create several conditional formats for one column within your data source. Here is a step by step guide on how to create conditional formatting within your chart.
Conditional Formatting: New formats
Go to the data tab > select conditional format > select Add new set of formats
Enter the name of the condition> click OK
Select Add new format> Manage rules
Conditional Formatting: New rule
New Rule> Add criteria
Conditional Formatting: Criteria
Add the criteria that you want to base your conditional formatting off of> click OK> click OK again
Conditional Formatting: Field format
Another box will pop up so you can put the formatting to your field> select font style
Select the font style you want to apply as well as either the fill style for the letters or the background color for the field> click OK> click OK
Conditional Formatting: Application
Click OK to apply the formatting to the chart.
Conditional Formatting Apply to your chart
Conditional Formatting: Format painter
To have a headcount show up only n specific boxes you can use the format painter to apply a condition to the chart.
First go to a box that you want to put the headcount in. Right click, go to properties, and drag the headcount over to the main box within the define layout. Click show field title and apply it to the selected in the lower left-hand corner. Click OK.
After applying the headcount to the box, click on the box one more time and go to the format painter wizard which is located in the Home tab.
Conditional Formatting: Paste format
In the Format Painter you will check off apply if meeting this condition. Before filling out the find what. You will need to check your calculation to see how it is set up in the chart data set.
This condition will then apply the headcount to the boxes that you set the condition up for.
