Advanced Conditional Formatting
BeginnerApply sophisticated conditional formatting rules for data visualization -- traffic-light indicators, relative comparisons, multi-condition stacking, and formula-driven styling.
What you'll learn
- How to stack multiple conditional formatting rules correctly
- How to build traffic-light (red/yellow/green) indicators
- How to use relative comparisons (above average, below threshold)
- How to apply conditional formatting to portal rows and groups of objects
Conditional formatting transforms static field displays into data visualization tools -- turning overdue dates red, highlighting records above a threshold, and visually encoding status without icon images. Multiple conditions stack, with later rules overriding earlier ones. This lesson covers the full range of conditional formatting techniques for professional FM layouts.
Stacking conditional rules: order and override
Multiple rules apply from top to bottom in the Conditional Formatting dialog. When two rules match, the lower rule overrides the higher rule. Organize rules from most general to most specific, or from least urgent to most urgent.
// Example: Invoice Amount field with 3 conditions // Rule 1 (general): Amount < 1000 -> light gray text (low value) // Rule 2 (warning): Amount >= 1000 AND Amount < 10000 -> black text (normal) // Rule 3 (attention): Amount >= 10000 -> bold red text (high value) // Rule 3 overrides Rules 1 and 2 for amounts >= 10000 // Rule 2 overrides Rule 1 for amounts 1000-9999 // Order matters: put the most specific/urgent condition last
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