Highlight columns and fields
  • 26 Oct 2023
  • 2 Minutes to read
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Highlight columns and fields

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Article summary

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

  1. In a worksheet, select Column and KPI Settings, then go to the Columns tab.
  2. Select a column or create a new one to open Column Settings.
  3. On the Column Highlighting tab, select Highlight entire column.
  4. Select a color from the dropdown list.
  5. Select Save.

Conditionally highlight column fields

  1. In a worksheet, select Column and KPI Settings, then go to the Columns tab.
  2. Select a column or create a new one to open Column Settings.
  3. On the Column Highlighting tab, select Conditional highlighting.
  4. In the Select Condition Rules dropdown list, select a condition (for example, Less than column or Is between).
  5. In the Value field, enter or select a value.
  6. In the Color dropdown list, select a color.
  7. 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.

  8. 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.

conditional highlighting 1

After saving the configuration, your data appears as shown in the following image.
conditional highlighting 2.png

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.

conditional highlighting

Now, all prices below €8 are highlighted with red and prices between €8 and €10 are highlighted with yellow.

conditional highlighting

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:

  1. In a worksheet, select Column and KPI Settings, then go to the Columns tab.
  2. Select the column to open Column Settings.
  3. 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.

  1. Next to Properties, select the dropdown icon.
  2. Select Set worksheet settings as default.
  3. Select the Column highlighting checkbox.
  4. Select Save.

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