- 26 Oct 2023
- 2 Minutes to read
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Highlight columns and fields
- Updated on 26 Oct 2023
- 2 Minutes to read
- Print
- DarkLight
Use highlighting to bring attention to important data in your worksheets, or to values that need review.
Using color, you can highlight entire worksheet columns. You can also configure a column field to be highlighted automatically with a color if the field's value matches predefined criteria. For example, you might want to highlight a field when its value exceeds or falls below a certain number.
Your custom highlighting is visible only to you. However, users with Admin permissions can save a highlighting setting as a default worksheet setting that applies to all users.
Highlight a column
- In a worksheet, select Column and KPI Settings, then go to the Columns tab.
- Select a column or create a new one to open Column Settings.
- On the Column Highlighting tab, select Highlight entire column.
- Select a color from the dropdown list.
- Select Save.
Conditionally highlight column fields
- In a worksheet, select Column and KPI Settings, then go to the Columns tab.
- Select a column or create a new one to open Column Settings.
- On the Column Highlighting tab, select Conditional highlighting.
- In the Select Condition Rules dropdown list, select a condition (for example, Less than column or Is between).
- In the Value field, enter or select a value.
- In the Color dropdown list, select a color.
- Optionally select Add condition to define another highlighting condition.
You can apply multiple highlighting conditions to one column. A condition that is higher in the list takes priority over conditions below. Use the Drag and drop feature to reorder the priority of conditions.
- Select Save.
Example
Your threshold for reviewing product prices is when a price falls below €10. To make it easier to identify which prices need review, configure highlighting of fields whose values are €10 or lower.
After saving the configuration, your data appears as shown in the following image.
Later, you decide to prioritize reviewing prices that fall below €8, as they are critical. To do this, add a less than 8 condition. Make it the first in the list of conditions to prioritize it.
Now, all prices below €8 are highlighted with red and prices between €8 and €10 are highlighted with yellow.
If you make the less than 8 condition second in the list, none of the fields will be highlighted with red because the less than 10 condition takes precedence.
Remove highlighting
To remove any highlighting applied to a column:
- In a worksheet, select Column and KPI Settings, then go to the Columns tab.
- Select the column to open Column Settings.
- On the Column Highlighting tab, select No highlight.
Save highlighting settings as default
If you have Admin permissions, you can apply your highlighting settings to all users of a worksheet. To do this, save them to the default worksheet settings.
- Next to Properties, select the dropdown icon.
- Select Set worksheet settings as default.
- Select the Column highlighting checkbox.
- Select Save.