Apply conditional formatting

Starting in December 2021, ThoughtSpot rebranded pinboards as Liveboards. For backward compatibility, we currently support internal processes and external methods that use the older naming convention.

You can apply conditional formatting to tables or charts to highlight values in the data. This makes values above, below, or within a particular threshold stand out.

Certain elements of table configuration are part of the new answer experience. The new answer experience is on by default. These elements include conditional and number formatting for table summaries, improved conditional formatting for attributes and measures in table cells, conditional formatting for measures in pivot tables, content density, and theme (outline, row, or zebra). If the new answer experience is off, you do not see these capabilities. You can turn it on or off individually from the Experience manager panel in your profile. If that option is not available, contact your administrator.

Understand conditional formatting

Many companies create Liveboards with key metrics they want to track in daily or weekly staff meetings. Using conditional formatting, they can see at a glance how they are performing relative to these metrics.

You can add visual cues for KPIs (Key Performance Indicators) or threshold metrics to charts and tables, to easily show where you are falling short or exceeding targets. These visual cues are called conditional formatting, which applies color formatting to your search result. For tables, you can add conditional formatting to set the background color of cells in a table based on the values they contain. For charts, you can add conditional formatting to show the threshold(s) you defined, and the data that falls within them will be shown using the same color.

Apply conditional formatting to a table

You can apply conditional formatting to both table cells and column summaries. You can specify a background color, font color, and/ or font style: bold, italics, underlined, or strikethrough. You can create conditional formatting rules for both measures and attributes. For pivot tables, you can only create conditional formatting rules for measures.

Pivot tables follow the same conditional formatting rules as tables, even though they fall under ThoughtSpot’s chart category. However, you cannot set different conditional formatting rules for pivot table cells and pivot table column summaries.

You can only apply conditional formatting to numbers and strings. For example, you can apply conditional formatting to a month of year column, with values such as January, but not to date column where dates are in the format 1 Jan 2021. For pivot tables, you can only apply conditional formatting to measure, not attributes.

If you create multiple conditional formatting rules for one measure or attribute, the first rule you create overrides the others, if there is a conflict. To change which rule overrides the others, simply drag and drop the rule to the top of the list of conditional formatting rules.

In the example below, the christmas table cell falls under both the is christmas rule, and the not winter rule. Currently, the not winter rule overrides the is christmas rule, so the christmas table cell does not have red text and a green background.

Drag and drop the rule you would like to override other rules

To create a conditional formatting rule:

  1. Click the edit table configuration icon icon gear 10px to the upper right of your table. The Edit table panel appears, on the Configure menu.

  2. Select the measure or attribute you would like to add a conditional formatting rule for.

  3. The Edit panel for that column appears. Under Conditional formatting, click + Add rule. If you would like to add conditional formatting for a column summary, select Summary under the column name, and click + Add rule.

    When you create a rule for a column, it does not automatically apply to the column summary. You must create a separate rule for the column summary.
    Conditional formatting — add rule
  4. Select an operator. The valid options for attributes are is, not, contains, does not contain, starts with, ends with, empty, and not empty. The valid options for measures are less than, greater than, less than or equal to, greater than or equal to, equal to, not equal to, between, empty, and not empty.

  5. Specify the column value(s) that the formatting should affect.

  6. Choose a background color, font color, and/or font style: bold, italics, underlined, or strikethrough.

    In this example, if the selling season is (=) christmas, the background color for the table cell is green, and the font color is red.

    Conditional formatting example
  7. Click Save. The system applies the rule to the column or column summary.

  8. You can edit an existing rule from the Edit panel for the column by clicking on the rule.

  9. You can delete a conditional formatting rule from the Edit panel for the column. Select the delete icon that appears when you hover over a rule.

    Delete a conditional formatting rule
If you change to a chart type, you must apply conditional formatting again. Conditional formatting is tied to the specific visualization.

Apply conditional formatting to a chart

You can use conditional formatting to show charts with a target value or range drawn as a line in the chart, and the legend colors determined by where values fall relative to the target.

To apply conditional formatting to a chart (in this example, Total Revenue by Supplier Country), follow these steps:

  1. Click the edit chart configuration icon icon gear 10px to the upper right of your chart. The Edit chart panel appears, on the Configure menu. Alternatively, you can click the Conditional formatting option in the axis menu for the measure you would like to add a conditional formatting rule for. If the new answer experience is off in your environment, you can only access chart conditional formatting from the axis menu.

  2. From the Edit chart menu, select the measure you would like to add a conditional formatting rule for.

  3. The Edit panel for that column appears. Under Conditional formatting, click + Add rule.

  4. Select an operator. The valid options for measures are less than, greater than, less than or equal to, greater than or equal to, equal to, not equal to, and between.

  5. Select the conditional value, or in the case of the between operator, the conditional range. Here, we apply conditional formatting to revenue values between 100 million and 125 million.

    Conditional formatting: add rule
  6. To specify a different color of the conditional format, select the new color from the color selector.

    This option draws upper and lower limit lines on the chart, and colors the chart elements that meet the conditional requirements.

    Change conditional format color

    Alternatively, you can place a range band on the chart. Select the Fill chart option.

    Add conditional format band
  7. To add another condition, click + Add rule below the rule(s) you already created.

  8. To remove a defined conditional format, navigate to the Edit panel for the measure. Select the delete icon that appears when you hover over a rule.

  9. Click Done.

Here, you can see a chart that highlights elements with conditional formatting on some elements. You can also see how the same chart appears with a background chart band.

Conditional formatting applied