You are here:
Highlight Data Ranges with Conditional Formatting
Highlight field values reports based on ranges and colors you specify. You can apply conditional formatting to reports that are grouped by rows (summary reports) or grouped by rows and columns (matrix reports).
Required Editions
| Available in: Salesforce Classic and Lightning Experience |
| Available in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions |
| Available in: Enhanced Folder Sharing |
| User Permissions Needed | |
|---|---|
| To create, edit, and delete reports: |
|
In Lightning Experience, you can set up to five rules and define custom colors for each range. To enable conditional highlighting, your report must be a summary report (grouped by rows) or matrix report (grouped by rows and columns). It must also contain at least one summary field or custom summary formula.
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 their range colors for each bin. When you’re ready to apply the conditional formatting rule, click Done.
In Salesforce Classic, you can set up to three formatting rules. To set conditional highlighting, click Show | Conditional Highlighting in report builder, then set the breakpoint values and their range colors as follows:
| Field | Description |
|---|---|
| Summary | Choose a summary field whose number ranges you want represented by colors. |
| Low Color | Select a color to represent data that falls below the Low Breakpoint value. |
| Low Breakpoint | The number that acts as the threshold between the Low Color and the Mid Color. Values that are the same as the Low Breakpoint value are shown as the Mid Color. |
| Mid Color | Select a color to represent data that falls between the Low Breakpoint and High Breakpoint values. |
| High Breakpoint | The number that acts as the threshold between the Mid Color and the High Color. Values that are the same as the High Breakpoint value are shown as the High Color. |
| High Color | Select a color to represent data that falls above the High Breakpoint value. |
- When you apply more than three conditional formatting rules to a report, conditional formatting can be viewed and edited only in Lightning Experience.
- You can subscribe to reports with conditional highlighting, but conditional highlighting doesn't appear in the subscription email.
-
The rounding of data values for conditional formatting differs slightly for Lightning
Experience versus Salesforce Classic. The following table shows some sample differences.
Range Interpretation in Salesforce Classic Interpretation in Lightning Experience <=5 All negative values plus positive values up to but not including 5.0 All negative values plus positive values up to and including 5.99999999 Classic:
Between 5 and 6
Lightning Experience:
> 5 to 6
5.00000001 to 6.0 6.0 to 6.99999999 > 6 7.0 and greater 7.0 and greater
