How to apply conditional formatting based on value of another field in Bold BI

Bold BI supports the option to conditionally format and customize values in widgets based on the values of another field. This can be achieved by,

• Configuring expression column
• Applying conditional formatting on properties in widgets

Use Case

For instance, in Project Management, the user can approximate the utilized hours and the estimated hours within projects. This feature can be applied to showcase the difference in values for the estimated and utilized hours briefly. The values will be updated based on the set conditional format as explained in this article.

Configuring the expression column

Create an expression column to satisfy the condition of the formatting. Follow the steps below to create the expression column

1. Configure the widget as follows.
   
   
2. Click on the Add expression tab under the assign data pane to create the expression column for the formatting
   
   
3. Create the formatting expression such that IF([A] > [B], [A], 0)`, i.e., If A is greater than B, the data returns the value of A, otherwise, it returns 0. as shown on the syntax below,

   IF(SUM([Utilized Hours]) > SUM([Estimated Hours]), 1, 0)
   

Applying conditional formatting on properties in widgets

Create conditional formatting to update the difference in the values. Follow the steps below to update the conditional formatting

1. Navigate to formatting under the properties pane to access the formatting tab.
   
   
2. Click the Advanced Setting check box to navigate to the conditional Formatting pop-up.
   
   
3. Apply the conditional formatting as follows then click save to update the changes.
   
   
4. The widget will be formatted as shown below.
   
   

Related Links

• How to apply sorting in Bold BI
• How to view underlying data in dashboards in Bold BI
• How to customize combo chart in Bold BI