Make Data Stand Out with Conditional Formatting (Generally Available)

Keep your eyes on the opportunities and accounts that matter most. For insights in a flash, add conditional formatting to summary or matrix reports in Lightning Experience to highlight fields that match specific criteria. This feature, now generally available, adds support for conditional formatting on reports deployed or retrieved with managed packages.

Where: This change applies to Lightning Experience in Group, Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions.

Why: Want to know at a glance which accounts have opportunities valued between $100,000 and $500,000? Or, keep a close watch on the total number of open cases per support agent? In Lightning Experience, you can now apply up to five formatting rules to a report. And, you can define up to three bins for each rule you apply. You can use the standard palette or custom colors for each bin.

How: Open a summary or matrix report with at least one measure or summary in edit mode. Click Conditional Formatting. In Add Conditional Formatting Rule, select a summary or custom summary formula field that serves as a KPI for your business. You can also apply conditional formatting to grand totals in a matrix report. Set the breakpoint values and the range colors for each bin. When you’re ready to apply the conditional formatting rule, click Done.

Conditional formatting