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          Highlight Repeater Widget Content with Conditional Formatting

          Highlight Repeater Widget Content with Conditional Formatting

          Make key data in repeater widgets stand out by adding conditional formatting rules to text, numbers, charts, or images. For example, highlight countries with opportunity amounts less than 3 million dollars in the Opportunities dashboard that’s set up with a repeater. You can apply the same rule or a separate one for each widget in the repeater based on a value or range.

          Required Editions

          User Permissions Needed
          To customize dashboard widgets: Create and Edit Analytics Dashboards
          1. In the dashboard designer, with the repeater widget selected, click Edit Repeater Content.
            Editing a repeater widget and query
          2. In the repeater widget, select the widget that you want to add the conditional formatting rule to and, and then under Conditional Formatting, click Add Rule.
            Adding a conditional formatting rule to repeater widget
            To add a rule to an existing text widget in the repeater, modify the dashboard JSON.
          3. Select the reference column (1) to base the conditional formatting rule on and the coloring method (2) to use.
            Setting reference column and coloring method to the conditional formatting rule
            The reference column’s data type determines the available coloring method options. For example, when the reference column is a measure or a derived measure, you can base the coloring method on a range (bins). When the reference column is a dimension, you can base the coloring method on the dimension value or the reference column’s color style.
          4. Use a similar process to apply conditional formatting rules to other widgets in the repeater widget.
            To include symbols or custom images with conditional formatting rules, add an image widget to the repeater. For example, use Down arrow symbol to indicate opportunity amounts less than 3 million dollars in the repeater widget.
            Symbols palette in Dashboard Conditional Formatting Rules
          5. Preview your changes and save your dashboard.
            Dashboard with conditional formatting rule in repeater widgets
           
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