Using Conditional Formatting in Data Studio

  • Conditional Formatting

Using Conditional Formatting in Data Studio

Do you wish you could apply conditional formatting in Data Studio just like you do in Excel or Google Sheets?

Conditional formatting can be useful for highlighting or grouping relevant data in a table by changing the colour of the text or background. In Data Studio, you can apply conditional formatting rules to tables based on values in your data.

Do you often compare actual results against targets on a dashboard? Would you like to emphasize key segments of traffic or sales? Do you need to highlight the performance of specific product or page categories?

These are just some of the many use cases for conditional formatting. So, give it a try and see what works for you!

Here is a step-by-step guide to setting up conditional formatting in Data Studio.

How to Use Conditional Formatting

1. Select a chart

Create a new chart or select an existing chart in your report. Conditional formatting is currently supported in tables and scorecards. 

2. Add a rule

In the Style panel of the chart, click “Add” under Conditional Formatting.

3. Configure the rule

  1. The “Color Type” defaults to Single Color right now. It’s possible that options for multi-color or gradient may be added in the future.
  2. Under “Format Rules”, select a specific field or select “Values”, which will apply to all values in the chart. For a scorecard, this setting will default to “Values” and apply to the selected scorecard metric.
  3. Select the operator and enter the comparison value. This will define how the field will be compared to the value entered. For a table, you can select another field for comparison from the dropdown menu that appears when you select the Input Value box. Otherwise, you can enter a constant number or string.
  4. Select the style changes to apply when the condition is true. For a table, you can change the text colour or background colour for the row, field, or any matching value. For a scorecard, you can change the text colour or background colour.

4. Save your rule

Click on the “Save” button once you have configured the rule.

5. Create additional rules

You can add a maximum of 10 formatting rules per chart. To reorder your rule set, click and drag a rule up or down in the list. Note that rules are evaluated in descending order, so a rule further down the list will take precedence over an earlier rule if the same conditions are matched.

When to Use Conditional Formatting

Now that we’ve gone through how to use conditional formatting, here are some cases where conditional formatting may be used to enhance your dashboards and reports:

  • Performance against a target: Use colours to distinguish performance above or below the target
  • Key segments: Highlight significant channels, campaigns, or other key segments of traffic
  • Product Category: Group products of interest in a common colour

See our example dashboard below for an example of applying these use cases:

 

How will you use conditional formatting in your reports? Let us know in the comments!

Complete list of posts in our 2019 Data Studio series:
1. 5 More Calculated Fields for Data Studio
2. Using Drill-Down Charts in Data Studio
3. How to Schedule Email Delivery of Reports in Data Studio
4. 4 Scatterplot Hacks for Google Data Studio
5. How to Add Clickable Images in Data Studio
6. Calculating Ratios with Filtered Metrics in Data Studio
7. Using Optional Metrics in Data Studio
8. Using Conditional Formatting in Data Studio
9. Creating Ecommerce Funnels in Data Studio
10. How to Create a Slope Chart in Data Studio
11. Creating Radar Charts in Data Studio
12. Creating Stepped Line Charts in Data Studio

By |2019-12-17T11:14:00-05:00December 11th, 2019|0 Comments
Categories: Data Studio

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