diff --git a/docs-mintlify/docs/explore-analyze/charts/chart-types/table.mdx b/docs-mintlify/docs/explore-analyze/charts/chart-types/table.mdx index 5a6817461fe56..5de46caf67b80 100644 --- a/docs-mintlify/docs/explore-analyze/charts/chart-types/table.mdx +++ b/docs-mintlify/docs/explore-analyze/charts/chart-types/table.mdx @@ -288,11 +288,13 @@ Totals are pinned to the bottom of the table rather than being part of the paged ## Conditional formatting -The **Formatting** tab applies cell or row styling based on conditions you define. Configure: +The **Formatting** tab applies cell or row styling based on conditions you define. A **rule** picks the field to evaluate, and holds one or more **cases** — each pairing a condition with the styling to apply when it is met. Configure: 1. The field to evaluate -2. The condition — an operator and, for most operators, a value to compare against (see [Conditions](#conditions)) -3. The styling to apply when the condition is met (background color, text color) +2. The condition of each case — an operator and, for most operators, a value to compare against (see [Conditions](#conditions)) +3. The styling that case applies (background color, text color, bold/italic/underline, and an [indicator icon](#indicator-icons)) + +Use **Add case** to give a rule more than one condition — a three-tier indicator, for example, is three cases in one rule. When several could apply to the same cell, the first matching case in the first matching rule wins. To make a background transparent, open the color picker and clear the hex value. @@ -351,11 +353,42 @@ Under a column pivot, a row spans several values of the same measure (one per pi {/* TODO screenshot: conditional formatting panel with a condition configured (hidden — replace this comment with when image is ready) */} +### Rule presets + +Picking an entry from the menu next to **Add rule** adds a ready-made rule you can then adjust. It holds three groups: + +- **Indicators** — cases that mark values with an [icon](#indicator-icons) instead of recoloring them. +- **Conditional formats** — cases that tint the cell: **Above threshold**, **Below threshold**, **2-tier traffic light** (green at or above the threshold, red on the rest), and **3-tier traffic light** (green above the threshold, amber exactly at it, red on the rest). +- **Color scales** — gradient rules, described under [color scale](#color-scale). + +Both indicator and conditional-format presets compare against a single threshold, which starts at `0` — adjust it to the value you're comparing against. + +### Indicator icons + +A conditional-formatting case can also draw an **icon** beside the cell value — an arrow up, an arrow down, a check mark, a cross, a dash, or a dot. This is how you show a goal comparison: set the condition to the threshold you care about, and the icon marks the cells that meet it. + +Each case carries its own icon settings, on the row below its text formatting. Pick a shape from the **Icon** dropdown to turn the icon on; the **No icon** option turns it back off. Once a shape is chosen you can also set: + +- **Icon color** — starts from the case's text color and is independent from then on, so changing the text color later leaves the icon as you set it. +- **Icon placement** — **right** of the value (the default) or **left**. + +The icon is drawn next to the value, never instead of it. On a column displayed as [inline bars](#inline-bars) or [sparklines](#sparklines), the icon sits beside the bar or the trend line, and it still appears when that column's value is hidden. + +Each case draws one icon, so a three-tier indicator — arrow up above target, dash within tolerance, arrow down below — takes three cases. Totals rows are never given an icon. + +To add a ready-made indicator rule, open the [preset menu](#rule-presets) and pick from **Indicators**: + +- **Achieved or failed** — a green check mark at or above the threshold, a red cross on every other value. +- **Above or below** — a green arrow up at or above the threshold, a red arrow down on every other value. +- **Standout or not** — a dot on the values strictly above the threshold, a muted dash on the rest. + +All three are two-case, with their icons already set; add the third case yourself if you want a three-tier indicator. + ### Color scale -A **color scale** (heat map) tints each cell of a numeric column with a gradient based on where its value falls in the column's range. It is a rule type in the **Formatting** tab, alongside conditional formatting — switch a rule between **Conditional formatting** and **Color scale** with the **Type** selector inside the rule. +A **color scale** (heat map) tints each cell of a numeric column with a gradient based on where its value falls in the column's range. It is a rule type in the **Formatting** tab, alongside conditional formatting — switch a rule between **Conditional** and **Scale** with the **Type** selector inside the rule. -To add one quickly, open the menu next to **Add rule** and pick a color-scale preset: +To add one quickly, open the [preset menu](#rule-presets) and pick from **Color scales**: - **Outstanding values** — a two-color scale that highlights the highest values. - **Divergent values** — a three-color scale that distinguishes low, middle, and high values.