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 - 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.

    • Invitation-Based User Access in Zoho Analytics

      Hello everyone, We’re rolling out an important update on how users are added to your Zoho Analytics Organization and Workspaces. Previously, when admins added users, they were automatically added to the organization. Moving forward, to improve security

    • Zoholics Europe 2025: Your Ultimate Data Analysis (Zoho Analytics) Workshop Experience

      Why should you attend? This year, Zoholics Europe 2025 is putting data analysis centre stage. With a dedicated workshop designed to answer all your data-related questions, you’ll gain practical skills, real-time solutions, and expert insights that you

    • Recent Topics

    • What’s New in Zoho Expense: January - March 2025

      Hello users, We're excited to bring you the latest updates and improvements we've made to make your travel and expense management smoother and more effortless. Let's take a quick look at the important updates we've rolled-out in Zoho Expense between January

    • Ask the Experts 19: Live Expert Panel Discussion - Inside Zoho Desk Spring Release 2025

      Hello again! Have you ever needed quick insights into key indicators to help manage and streamline specific operations? Have you started using AI to enhance your customer service in Zoho Desk? From configuring simple bots using Guided Conversations to

    • Permissions on Views

      Having the option of any agent creating custom views is firing back and got a situation where there are a hundred different views across the team and tickets are not being dealt in the most efficient of ways.  Tickets seems to be missed by some agents, whislt others have customized their columns in a way that due dates are not visible and not being respected. There needs to be control on this function in order to have a standard set of views and the ability to prevent users from performing customizations

    • Repeating Images in Emails

      Some emails have images that are repeated when viewed both on the web client (mail.zoho.com) and when using the Zoho Mail android app. It looks like perhaps some of the email styling is being ignored or applied incorrectly, as a brief inspection of the

    • How to change the default module A"leads" to customised module "abc" in Zoho while integrating the leads from Skrapp!

      How to change the default module A"leads" to customised module "abc" in Zoho while integrating the leads from Skrapp!

    • 554 5.2.3 MailPolicy violation Error, help?

      This message was created automatically by mail delivery software. A message that you sent could not be delivered to one or more of its recipients. 554 5.2.3 MailPolicy violation Error delivering to mailboxes I am not sure why i am getting this, please

    • Por que utilizar o Zoho Creator 6?

      No cenário atual, as empresas enfrentam o desafio constante de adaptar seus processos com agilidade e eficiência. É aí que entra o Zoho Creator 6, a mais recente versão da poderosa plataforma low-code da Zoho — e no nosso novo vídeo, mostramos exatamente

    • Currency Field Does Not show commas upon entry - leading to inaccurate entries!

      Hello Zoho.. When our sales reps are entering deals and the profit/revenue it is difficult to accurately enter numbers with lots of zeros when there commas are NOT added until the record is saved. Could commas be added to this filed type as it is being

    • m2 is converted to Kader when switching from Dutch to English

      By default, our company works in Dutch. We sell a lot of products with m2 as a unit. Now we've noticed that if we change the language in Zoho to English, the usage unit 'm2' gets replaced by 'Kader'. We've got no idea why. I'd expect that the translation

    • E-Invoicing Automation

      Do you have an API endpoint for pushing the invoice through the e-tims for Kenya

    • Easy way to create task from call

      In Bigin I would like to have easy way of creating the tast directly from the call. Now after the call I need to enter company record and create task there. There must be some easier and more user friendly way to create new task after the call!

    • How to design a big system diagram?

      Hey, we are implementing a huge CRM system including all our departments into the CRM, just like the new UI "CRM for everyone" motivates to do. We used Draw.io to predesign everything inside of a diagram. Something like blueprints, modules, custom fields,

    • Create Funnel to Track Email Outreach Conversion

      Hello, We would like to create a funnel that measures: N° of emails sent -> N° of emails opened -> N° of emails responded We would like to measure this email response conversion rate for each of our SDRs. We use the analytics tool of Zoho CRM and not

    • Performance -> Extend Service -> Forms: How to use created form?

      So I have created a new Annual Evaluation form (cloned from the original one) and now I want to use it in an Appaisal cycle. QUESTION: How can I associate the form with the new Appraisal Template? Also, what is the difference between an Appraiser and

    • Zoho CRM - Rollup Field for "Total Calls TODAY"?

      Good afternoon, I'm trying to build a field that will track the total number of calls made to a lead in one day. This way i can organise my call queues by this to prioritise leads without an attempt. I can put in a Rollup field for *total* calls made

    • validation function for Stage QC means QC Done fileupload field not empty on Save

      validation function for Stage QC means QC Done field field not empty . if the fileupload has value also it showing the false statement on save how i fix this Also one more concern is Custom validation function work on blue print transaction. ///this is

    • Avalara Integration To Simplify Tax Calculations

      We are delighted to inform you that Zoho FSM now allows integration with Zoho Books accounts that have Avalara integration enabled in them. Designed for businesses operating across different regions and jurisdictions, Avalara ensures tax accuracy by factoring

    • Zoho Sign & Analytics

      Hi, Is it possible to import data from Sign into Analytics?

    • Transfer image url from Zoho Forms to Zoho Analytics

      I am storing an image in a zoho form. When I pull the data from the form into zoho analytics the image field does not import. How do I pull in the image url location or the image into Zoho Analytics.

    • Modules are continuously loading

      Hi! We are not able to open the task modules, it keeps continuously loading

    • Create multiple leads from a zoho form subform to populate inside zoho crm lead module

      I have corporate clients with numerous employees. When these clients complete our Zoho Form, they can nominate individual employees—providing details like first name, last name, email, mobile number, etc.—using a subform inside the zoho form. Is it possible

    • Unable to Retrieve refresh_token from Zoho Self-Client OAuth Flow

      Hello Zoho Support Team, I am currently integrating Zoho CRM with a custom Node.js backend using the Zoho OAuth 2.0 authorization process. I created a Self-Client from the Zoho API Console and generated an authorization code successfully. However, when

    • Tip: when "\r\n" not working for new-lines when building a file using the .toFile() function

      As above, ran into an issue - "\n" was working for newlines, but "\r\n" was not working for newlines and carriage returns. Took me a bit but using hexToText("0D0A") in place of "\r\n" resolved this. Including in the forums to save others any drama.

    • Multiple Pipelines

      Is it possible to create multiple candidate pipelines?

    • Showing meeting acceptances in CRM that originated from Outlook

      Hello Zoho Team, We send meeting invitations from Zoho CRM. Many of our recipients use Outlook and therefore use the RSVP buttons from Outlook to respond. They rarely, if ever, use the RSVP buttons from the Zoho invitation. Unfortunately, the meeting

    • Weekly Tips: Folder Sharing Simplified with Zoho Mail

      Let's say your team is working on a project that requires gathering numerous inputs via email. Your team lead, who manages the project, receives a flood of emails containing critical information. Instead of forwarding each email individually—which can

    • How to add a customized/dynamic Zoho Booking link in email footer?

      We just installed the latest version of the Zoho Desk <=> Zoho Booking extension from the marketplace and are quite happy to see the feature where a ticket-specific appointment booking link can be inserted in a reply. Is there any way to configure this

    • Power of Automation :: Design your Ideal Task form with Task Layout Rules.

      Hello Everyone, Use case:- One of our customers, who is managing their entire workflow in Zoho Projects wanted to dynamically display task fields based on the type of task being created. For instance, if a task falls under the "Shipment" category, only

    • Updating Zoho Multi-Select Lookup via Deluge Script

      I need to copy the ID of a lookup field (Match_with_IP) in the to the ID of a multi-select lookup field in the contact (Match_with_IP). I have the following script: record = zoho.crm.getRecordById("Contacts",ID); M_record = zoho.crm.searchRecords("Deals","(Matched_with_GC:equals:"

    • Now filter your records by multi-select pick list values from a dropdown with additional operators

      Hi everyone, Here's an update to help you elevate your filtering experience. You can now say goodbye to the cumbersome string values in filtering places for your multi-select picklist fields and say hello to a dropdown interface. It is now possible for

    • Log for Scheduled Reports

      Hello, Is there somewhere to view a log of the successful and/or failed delivery of Scheduled Reports? We have users who only receive them sporadically instead of at the scheduled intervals and I'd like to understand what causes the problem when it occurs.

    • 【Zoho CRM】BCCメール取り込みのアップデート

      ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 今回は「Zoho CRM アップデート情報」の中から BCCメール取り込み用メールアドレスの認証についてご紹介します。 ・既存のBCCメール取り込み用のメールアドレスは、2025年5月15日までに認証する必要がございます。 BCCメール取り込みは、さまざまなメールアドレスから送信されたメールをZoho CRMのレコードと同期させる機能です。 BCCメール取り込み用のメールアドレスをBCCに追加するだけで、該当のメールがレコードと関連付けされます。

    • Expense Entry Error When Trying To Save (Related To Taxes)

      Hey folks, I've been trying to enter my first few expense entries in Zoho Books and I'm faced with the following error. "You cannot perform tax related operations when you are not registered for tax." But I have my HST/GST enabled and the tax rates are

    • Add timestamp when checkbox is checked in ZohoCRM

      I have two fields. One is a checkbox field called "Check", one is a formula field called "Date" in my ZohoCRM Leads Module. I want the formula field to AUTOMATICALLY populate with the date when I check the box next to it. Can this be done? 

    • Email Templates - Is There a Ticket Placeholder for Billing Entity ID

      Was looking to add Billing Entity ID as a placeholder in a ZoHo email template. https://help.zoho.com/portal/en/kb/desk/customization/templates/articles/creating-and-managing-email-templates#Guide_to_Placeholders e.g. the placeholder for Account would

    • Integration with Woocommerce

      Hi, Do you have plan to make integration with other e-commerce platforms, for example Woocommerce / Shopify / Magento ?  Thanks. 

    • Se puede mover un Cliente de un modulo a otro personalizado

      Hola, tengo una duda que me gustaría resolver: Actualmente trabajo con dos módulos: Seguimiento de Venta y Cierre de Ventas . Mi objetivo es que, cuando desde el módulo de Seguimiento se marca una venta como "Venta Efectiva" , el cliente sea movido al

    • Export Data & Attachments

      Hi, I am wondering whether it is possible to create an export of all data in creator, including attachments, for either backup purposes, or migration purposes. Thanks.

    • Zoho Desk: Q1 2025 | What's New

      Hello everyone, Our first release for the year 2025 is here! Check out the Release Notes for more details The diverse capability of AI and its avatars has been the center of attention lately, and we've made some significant strides in this area. We now

    • Feature Request Improve parent-child relationship visibility

      Hi team, The Parent-Child ticket feature is great, but I've struggled to see the relationship between tickets when using ticket list views. It would be a great quality of life enhancement for users if child tickets were nested under parent tickets in

    • Next Page