Tip of the Week - Conditional Formatting Chart

Tip of the Week - Conditional Formatting Chart

Conditional formatting allows you to highlight your data series based on a pattern or a trend in your data. This makes it easy for you to identify when your data reaches certain values or when it deviates from the trend. 


Zoho Analytics allows you to format chart data points with specific color based on a condition. In this week's tip, we'll see how to apply conditional formatting over your chart. 



Let's see how to format the Profit across months by the profit range.


  1. Open the chart in Edit Design mode.



  2. Add the Profit column in the Color shelf. 



  3. Zoho Analytics will intelligently identify the pattern in your data to categorize your data into various buckets and apply color over them. You can change this to your own specific conditions using the Settings page.
  4. Click the Setting icon to open the Settings page and navigate to the Legend tab. 



  5. In the Color section, click Custom .
  6. Specify the range to format in the Min and the Max field. 
  7. In the Label field, specify required name for your legends. 



  8. Click the Color tile to change color. 



  9. Click Apply . The chart will be formatted based on the conditions you have specified. 


Now we have applied formatting based on a simple condition. Zoho Analytics allows you to format the chart based on advanced conditions using the Formulas . 


Let's see how to format the same chart by the Profit Percentage based on your sales. 


  1. Create a formula to calculate the Profit Percentage using the following format. 

     

    sum( "Sales"."Profit" )/sum( "Sales"."Sales" )


  2. Now categorize the profit into groups based on profit percentage. The following formula groups profit into below four groups.
    • below 50%
    • 50% - 60%
    • 60% - 70%
    • Above 70%

      if( "Sales"."Profit Percentage" < 0.5,1 , if( "Sales"."Profit Percentage" < 0.6,2, if( "Sales"."Profit Percentage" < 0.7,3,4 )))                         


  3. Now add the Profit Category formula in the Color shelf of chart designer. 



  4. Open chart settings and customize the Legend. 
  5. Your final chart is ready.

We believe this will be useful for you. Stay tuned for more nifty tips.

    • Sticky Posts

    • What's New in Zoho Analytics - January 2026

      Hello Users! We are starting the year with a strong lineup of updates, marking the beginning of many improvements planned to enhance your analytics experience. Explore the latest improvements built to boost performance, simplify analysis, and help you

    • What's New in Zoho Analytics - November 2025

      We're thrilled to announce a significant update focused on expanding your data connectivity, enhancing visualization capabilities, and delivering a more powerful, intuitive, and performant analytics experience. Here’s a look at what’s new. Explore What's

    • What's New in Zoho Analytics - October 2025

      Hello Users! We're are back with a fresh set of updates and enhancements to make data analysis faster and more insightful. Take a quick look at what’s new and see how these updates can power up your reports and dashboards. Explore What's New! Extreme

    • What’s New in Zoho Analytics – September 2025

      Hello Users!! In this month’s update, we’re raising the bar across multiple touchpoints, from how you bring in data, plan and track projects to how you design and brand your dashboards. We’ve added the all-new Gantt chart for project visualization, expanded

    • Announcing Agentic AI - Ask Zia!

      We are delighted to roll out the new agentic AI capabilities in Ask Zia, where every stage of the BI workflow is assisted by AI. With a human-in-the-loop approach, Ask Zia ensures that you’re in command of the decision, while AI handles the complexity.

    • Recent Topics

    • How do I link my invoice to an estimate?

      There has been instances where I have created estimates, however, invoices for the same estimate were created independently. The status of these estimates hasn't converted to 'invoiced'. 

    • I wish to upload 40000 Resumes in Zoho Recruit Database. Can I do this in batch of 1000 Resumes ?

      I would like to upload thousand or few hundred of resumes in Zoho Recruit in one go. Please let me know how can I do this Or migrate my 40000 resumes from previous ATS to Zoho Recruit.

    • Zoho Writer for Proposals

      Hi, one of the things we've struggled with since moving to Zoho ecosystem is our proposal software Qwilr does not integrate well. It surprises me Zoho doesn't have proposal software but given all the capabilities of Zoho Writer, I'm wonder if anyone is

    • Custom Fonts in Zoho CRM Template Builder

      Hi, I am currently creating a new template for our quotes using the Zoho CRM template builder. However, I noticed that there is no option to add custom fonts to the template builder. It would greatly enhance the flexibility and branding capabilities if

    • How do I edit the Calendar Invite notifications for Interviews in Recruit?

      I'm setting up the Zoho Recruit Interview Calendar system but there's some notifications I don't have any control over. I've turned off all Workflows and Automations related to the Calendar Scheduling and it seems that it's the notification that is sent

    • Foutmelding bij uitvoering/opslaan functie 'Left expression is of type TEXT and right expression is of type NUMBER'

      Hoi! Ik heb een workflow (zie bijlage) die wordt getriggerd zodra de verwachte weekomzet van een bedrijf wordt aangepast naar een bedrag hoger dan 0. Op dat moment moet een functie (zie bijlage) gaan berekenen wat het benodigde kredietlimiet moet zijn.

    • Enable Free External Collaboration on Notecards in Zoho Notebook

      Hi Zoho Notebook Team, I would like to suggest a feature enhancement regarding external collaboration in Zoho Notebook. Currently, we can share notes with external users, and they are able to view the content without any issue. However, when these external

    • Hoe kun je Nederlandse loonstroken boek in Zoho Books?

      Beste Community, Heeft er iemand een idee hoe je standaard loonstroken kunt inboeken in Zoho Books? Ik ben benieuwd hoe jullie dit doen en wat de mogelijkheden zijn.

    • Unable to Filter Retail Sales Orders & Need Paid/Unpaid Filter – Zoho Books

      Hi Zoho Team, Recently you introduced Retail – Standard and Retail – Premium templates for Sales Orders. However, in the Sales Order module we still cannot filter or segregate Retail Sales Orders separately from normal B2B sales orders. Because of this,

    • Service op locatie organiseren met Zoho FSM: waar lopen organisaties tegenaan?

      Bij organisaties met service teams op locatie merken we vaak dat de complexiteit niet zozeer in de planning zelf zit, maar in wat er rond die planning gebeurt. Denk aan opvolging na interventies, consistente servicerapporten, en het bijhouden van installaties

    • Possible to delete the "Big Deal Alert" in Zoho CRM?

      Hi, Is it possible to delete the "Big Deal Alert" in Zoho CRM? My company has no need for it and I want to remove it to clean up my email templates list. Thank you.

    • Inclusion is the new engagement

      When in a very challenging situation, you may have peers or friends around you saying, “Everything will be okay.” They speak to you in a way that they are connected or in a language or tone that feels close. But your inner voice comes to you in a truly

    • Users may not pick the fields to be shown as columns in the Choose Account window when creating a new Deal record

      Hi there, by talking with other users I found out that I, as an Admin, am the only one who can pick fields to be shown as columns in the Choose Account window when creating a new Deal record. In fact, if other users click on the "Add Column" symbol on

    • Windows Desktop App - request to add minimization/startup options

      Support Team, Can you submit the following request to your development team? Here is what would be optimal in my opinion from UX perspective: 1) In the "Application Menu", add a menu item to Exit the app, as well as an alt-key shortcut for these menus

    • Allow selection of select inactive users in User data fields

      Hello, We sometimes need to select a previous employee that has an inactive account in the User data field. For example, when doing database cleanup and indicating actions are done by a certain employee that weren't filled out when they were part of the

    • [Webinar] Top 10 Most Used Zoho Analytics Features in 2025

      Zoho Analytics has evolved significantly over the past year. Discover the most widely adopted features in Zoho Analytics in 2025, based on real customer usage patterns, best practices, and high-impact use cases. Learn how leading teams are turning data

    • ZOHO.CRM.UI.Record.open not working properly

      I have a Zoho CRM Widget and in it I have a block where it will open the blocks Meeting like below block.addEventListener("click", () => { ZOHO.CRM.UI.Record.open({ Entity: "Events", RecordID: meeting.id }).catch(err => { console.error("Open record failed:",

    • How Does Knowledge Base Search and Article Recommendation Work?

      Hello, I would like to understand how the Knowledge Base search engine works. Specifically, does it search based on: The article title only? The full article content? Both, the article and the content? Keywords? Tags? Also, how does the system determine

    • Super Admin Logging in as another User

      How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Moderation Update (8th Aug 2025): We are working

    • Do buttons and vba msgbox work on mobile, specifially the iPhone zoho sheets app?

      In Zoho sheets on the web, I inserted a button and assigned a VBA macro to it. It pops up a msgbox with some text. When I go onto the iPhone mobile zoho sheets app, the button is there. When I click on that button, the spinning asterisk appears for a

    • [Webinar] Solving business challenges- Handling the challenge of transitioning to Zoho Writer from legacy tools

      Moving to Zoho Writer is a great way to consolidate your business tools and become more agile. With multiple accessibility modes, no-code automation, and extensive integration with business apps and content platforms, Zoho Writer helps solve your organization's

    • How exactly does "Reply assistance" work in Zoho Desk? What context is sent to the LLM?

      Hi, Im trying to better understand the technical behavior of the feature "Reply assistance" in Zoho Desk, and I couldn’t find detailed information in the current documentation. Specifically, I have questions about what data is actually being sent to the

    • How can I effectively manage a website with your help?

      I’m wondering if it’s possible to develop a custom website with specific features using Zoho as an alternative platform. My goal is to create a website similar to https://tmsim.ph, with the same kind of functionality and user experience. I would truly

    • Introducing the Yes/No field: Binary decisions made beautiful

      Greetings, form architects! What would you do when you need a simple yes/no answer on your form? Normally, you add a Radio field. Type Yes. Type No. Until now. The new Yes/No field is purpose-built for binary decisions. It is preconfigured, visually consistent,

    • How to Invoice Based on Timesheet Hours Logged on a Zoho FSM Work Order

      Hi everyone, We’re working on optimizing our invoicing process in Zoho FSM, and we’ve run into a bit of a roadblock. Here’s our goal: We want to invoice based on the actual number of hours logged by our technicians on a job, specifically using the timesheets

    • Move email between inboxes?

      Is it possible to move emails from one team inbox to another? We would like to be able to have a single "catch-all" inbox for incoming requests, and then move the email to the appropriate department inbox. I was hoping we would be able to accomplish this

    • The power of workflows in Zoho Marketing Automation - Video Webinar

      In this Zoho Marketing Automation video webinar, our experts walk you through: Why you may want to create marketing workflows How to create marketing workflows Use Zoho CRM data and apply workflows to automate your marketing strategy How workflows can

    • Offer already made- but I withdrew it

      I made an offer letter, but made a mistake on it. I withdrew the offer but now I can't recreate the correct offer. Zoho keeps saying that "A same offer has already been made". I look in the "offers" and there are NO offers (this is the first time I've

    • Zoho CRM's sales trend and sales follow-up trend dashboards are now customizable

      Dear Customers, We're here with good news! Sales trend and sales follow-up trend are two system-defined dashboards that help you understand trends and anomalies in your sales outreach and conversion efforts. They use Zia's intelligence to identify patterns

    • Task list flag Internal/External for all phases

      Phases are commonly used in projects to note milestones in the progression of a project, while task lists can be used to group different types of tasks together. It makes sense to be able to define a task list as either internal or external however the

    • Approvals in Zoho Creator

      Hi, This is Surya, in one of  my creator application I have a form called job posting, and I created an approval process for that form. When a user submits that form the record directly adding to that form's report, even it is in the review for approval.

    • Introducing Rule-Based AI Coding Assistants for Zoho Finance Widgets

      Hello customers, We’ve introduced rule-based AI coding assistants to speed up Zoho Finance widget development. You can try them out in Cursor AI and GitHub Copilot. This helps you build widgets quickly using simple prompts, while ensuring the generated

    • Marketing Tip #21: Create an About Us page

      People don’t just buy products, they buy from brands they trust. An About Us page helps customers understand who you are, what you stand for, and why your business exists. It adds a human touch to your store and reassures shoppers that there’s a real

    • Zobot to handle single choice menu when dynamic list content is more than 10 items

      Whatsapp supports maximum of only 10 items for its single choice menu. When we need to show a dynamic list with content more than 10, this could be challenging. We essentially need to add a next and previous buton here in order to make it functional.

    • Add the ability to Hide Pages in Page Rules

      Hi, We have Field Rules to show and hide fields and we have page Rules, but we can't hide a page in Page Rules so it isn't completed before the previous page (And then have the Deny Rules to prevent submitting without both pages completed), we can only

    • Column letter from number

      Hello, I am trying to select a cell and i have the column number. How do i do this or is there a way of getting the letter from the number? Thank you

    • Zoho CRM for Everyone's NextGen UI Gets an Upgrade

      Hello Everyone We've made improvements to Zoho CRM for Everyone's Nextgen UI. These changes are the result of valuable feedback from you where we’ve focused on improving usability, providing wider screen space, and making navigation smoother so everything

    • Composite Product (kit) - Dynamic Pricing

      I am setting up Composite Products for item kits that I sell. I also sell the items from the kit individually. Problem is when pricing changes on an individual part, the Composite Product price does not change meaning when the cost of item # 2 in the

    • View Answer Bot conversations?

      We are trialing Zia and are experimenting with Answer Bot on our knowledge base. So far so good! Management asks me if it is possible to view Answer Bot conversations, the purpose being to look over its shoulder and confirm that it is working as des

    • Train Zia answer bot on only part of Knowledge Base?

      We are trialing Zia answer bot and hope to use it on the knowledge base to help our users find the information they are looking for. I have found how to train Zia on the entirety of our knowledge base. But is there a way to train it on only certain categories

    • Next Page