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Apply Conditional Formatting to Visualize Dashboard Data Performance

Improve your data visualization by adding conditional formatting to Tableau Next dashboards. Create custom rules to automatically highlight important data, making it easier to analyze and interpret key performance metrics. By applying custom text formatting, you can quickly identify areas of success or those needing attention, which helps you make more informed decisions.

Required Editions

View supported editions.
User Permissions Needed
To edit Tableau Next dashboards: Tableau Unmetered Platform Analyst or Tableau Next Platform Analyst permission set
  1. Add a text widget to the dashboard, or edit one that already exists.
  2. Click Insert Data and select a measure on the next screen to add to the widget.
    Insert Data button for a Text widget.
    Note
    Note Dimensions don't currently support conditional formatting.
  3. Choose how you want to combine your data with the Aggregation Type dropdown menu. If no values are calculated, enter an optional static value in the No Result Text field. Click Done.
    Adding a sum aggregation.
  4. Click the Design tab and then Create Rule.
    Creating a conditional formatting rule.
  5. Select the measure for the rule. Then, build a condition and desired format.
    Adding a condition and format if the measure is less than 500,000 to show the value in bold red.
    Note
    Note The measure’s format is determined by the measure itself and can’t be derived from a different measure.
  6. To add another condition for the rule, click Add Condition.
  7. Click Done when finished.

Considerations for Conditional Format Rules:

  • When you set multiple conditions within a single rule, they’re all applied at the same time.
  • When conditions overlap, their formats will combine.
  • When rules conflict, the most recently created rule is applied.