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

    • "In Zoho CRM, during the Blueprint transition to the image field mandatory and file upload field mandatory

      I want image and file upload field want to be mandatory during the blueprint transition In the QC done Transtion Iwant to make QC done file upload and Case QR Sticker Mandatory In Pre delivery Stage i want to make Site ready file upload field mandagtory

    • View Filter for Date field type doesn't give option for "not in the last" or "before x days"

      I'm trying to set up some saved filters to organize a view better and I want to have saved filters based on the amount of contact that has been had with a client. We have a custom date field that records the last exchange with the client (whether call

    • Differentiating between invoice templates when adding custom fields

      We are adding HS codes to the items which we would like published on our international customers invoices plus other export data required. We don't need this data on our domestic customer invoices. We have setup an invoice template for them but it if

    • Market Automation is hung in sync with crm in zoho one

      Sync between Market automation and crm stuck in loop. MA says they are connected, but does not allow module selection, building of lists, etc. can not go back around and disconnect and restart. Does not show in "Connected Apps", yet when you ty to connect

    • Flow-Level Access Permissions in Zoho Flow

      Hi Zoho Flow Team, Hope you're doing well. We would like to request a feature enhancement for Zoho Flow related to user-level access control. Use Case: As Zoho One users, we often work with multiple teams and departments. In our setup, we have several

    • Payment Gateways For South Africa

      Hi, Can you please incorporate a payment gateway like Payfast etc for South African clients?

    • Hide Admin Only settings

      It would be nice if the setup menu items and settings weren't visible to non-admins. Seems like there is some confusion with users going through setup pages but not having permissions and getting an invalid permission error.

    • Zoho Projects API fails to update integrated field

      I would like to update via API a Projects' project custom field, which is an integrated_field with Zoho CRM Accounts module. I identified the custom field identifier via the GET custom fields info api call, as described here. The custom field has id "UDF_TEXT1".

    • Using Zobot with ChatGPT Assistant Function to Trigger API Call (e.g., Weather Info)

      I am currently integrating Zobot with an OpenAI ChatGPT Assistant using function calling. The goal is to let the Assistant trigger specific API actions based on user queries — for example, fetching the current weather when a user asks, “What’s the weather

    • How to identify a ticket merge through Webhooks?

      The ticket merge functionality moves all Threads and Comments from one Ticket to another. I want to identify this action to correctly apply these changes on my application end. Currently, my application only receives a Ticket_Update notification for the

    • Native SMS Integration in Zoho Desk

      I’d like to request the addition of native SMS integration within Zoho Desk. While email and chat are still widely used, SMS has become a critical channel for fast, effective customer support, especially for urgent or time-sensitive issues. At the moment,

    • Share Projects with Vendor Zoho Projects Portal

      I have a vendor/reseller of my services. They private label my services. My portal is branded. Can an individual project be "shared" or the data sync with another portal? I believe that this can be done with CRM.

    • Timentry and Support Plan Relationship

      Timentry and Support Plan Relationship A customer can buy multiple products and request different SLAs and support plans for each product. We can enter different support plans and define the credit. The scenario I want to happen; - To reduce the credits

    • Issue with ticket replies via Slack: '+' symbols replacing spaces in emails

      Hello, support team! We're experiencing an issue when replying to tickets directly through Slack. When the reply is sent to the email, spaces are being replaced by '+' symbols. This makes the message harder to read and understand. Is there any solution

    • Allow 2 logos for Branding, one for Light Mode and one for Dark Mode?

      Our logo has a lot of black text on it. If we leave the background transparent, per recommendation of Zoho, when a user is viewing a file and turns on dark mode, our logo is not really visible and looks really weird. It would be really great if we could

    • Android notifications not working

      I've set push notifications to 'on' in ZohoMail for android settings but nothing doing. Can anyone help? I do use a VPN.

    • Email Templates - Increase Width

      The email templates created in CRM do not seem to allow to widen the margins.  When the template is dropped into an email, the copy is centered in the email.  Is there a way to increase the width or the margins so the text simulates a normal email?

    • my clients are not receiving mails

      Hi, My clients are not receiving my mails sent . may we know the reason My dns server and imap settings are perfect

    • zoho mail and crm is very slow

      I have recently employed Zoho in our organisation. Even after taking high speed internet, mail and CRM takes many minutes to even load. Its really slow and faces lot of downtime.

    • How to use if_case with expressions other than equals

      I'm trying to define a formula column that implements logic like this case statement would: case when numfld1 is null then null when numfld2 > 0 then 100*numfld2 when numfld2 < 0 then numfld2 else 0.0 end In formula columns, the docs say you need to use

    • Create global project dashboard for all users

      Would like to be able to create a custom dashboard for projects with certain widgets that are default for all new projects.  right now, I have to modify each project dashboard per project per user.  This is not practical.  

    • Inline images are not shown on iPhone

      When I add an image inline it gets displayed on a Zoho's computer software or web browser, but not on Zoho's iPhone app - the image appears to be broken and cannot be copied neither saved. What's the problem with displaying images inline when reading

    • Kaizen #186 : Client Script Support for Subforms

      Hello everyone! Welcome back to another exciting Kaizen post on Client Script! In this edition, we’re taking a closer look at Client Script Support for Subforms with the help of the following scenario. " Zylker, a manufacturing company, uses the "Orders"

    • Viewing Live data

      Where can I see the live data that is sent from the device?

    • Canvas templates can now be shared with different CRM organizations

      ----------------------------------------Moderated on 14th February, 2023------------------------------------------- Dear all, This feature is now open for all users in all DCs. To learn more about importing and exporting canvas templates, read our help

    • CRM to Writer Mail Merge Preview not working

      When performing a mail merge from CRM to writer the preview function does not work. I get the following error. I am a Zoho one user on a ChromeOS. I have been successfully using mail merge from CRM to Writer about 4 years. This error seemed to coincide

    • Show Call History During a Blueprint Transition in Leads Module

      Hi all, I have a Blueprint set up in the Leads module with a transition to Reattempt Call, which updates the lead status to Attempted Contact. I’d like to know if there’s a way to show the call history or at least a summary of how many call attempts have

    • How to delete more than 100 leads at a time.

      We are a call center and we need to upload fresh leads daily.  Is there any way to delete all leads only at once.  Currently we are deleting 100 at a time. Please anyone who can help. Thank you.

    • The Next Chapter for CRM for Everyone: Moving from Early Access to Phased Rollout for Customers

      #CRM25Q1 Hello Everyone, Until now, CRM for Everyone has been available in early access mode exclusively for users who opted to try the new version. We are now transitioning to a phased release, starting with the basic edition. We are thrilled to announce

    • Canvas for related lists

      Hey, we would like to customize our related lists. For us, it would make more sense to present the data from an assigned record vertical instead of horizontal. Can we get a related list Canvas view?

    • ACR Phone mobile app for logging phone calls into Zoho CRM

      ACR Phone is an Android app recording voice calls with additional features such as blacklist, cloud upload, call log and more. Use the ACR Phone extension for Zoho CRM to generate Leads and Contacts with the voice recording attached right after your phone

    • How can I throw an error / terminate the flow from within a custom function?

      As the subject says. I would like to be able to terminate a flow from within a custom function if certain conditions are not met. I know I could hook a decision box to the output of my custom function and check return variable, but hoping there is a more

    • Multiple Zoho Attendees in a Customer meeting

      We are having constraints with having to log duplicate meetings when we have 2 Zoho users attending a customer meeting. What are the options to resolve this? You can add participants, but you cannot report on them. What can be done to avoid creating so

    • Password change restriction

      Can the administrator restrict users from changing their email password?

    • MS PowerApps Custom Connector

      Has anyone successfully connected to the API from MS PowerApps? The OAuth2 seems impossible to use from a platform like this.

    • Zdk-cli

      As i have tried to login to zdk cli as it returns this error ✔ Success! Logged in as JAYANTHAN ✖ Error during initialization of zdk api supported only in sandbox environment

    • Trying to do commission tracking with zoho crm, can i do a Lookup against multiple fields in a module?

      So i'm still designing my zoho one crm as i come over from salesforce. One of the things i'm trying to build is a commission tracking module. At some point i'll probably hire someone to help with custom code, I'm just proof of concepting it. I"m not sure

    • Customer Portal Zoho Desk | Sort ticket list

      Hello, If you view the ticket list inside the desk portal (https://xyc.zohodesk.eu/portal/de/myarea?departmentId=xyz) all tickets are displayed depending on the filters: department "my tickets" / "team tickets" status group/type channel My questions:

    • Customer/item(s) bought view

      Hello In Inventory/Customers/Transactions tab, how do I see what it is the customer actually ordered/bought without having to open each SO? Our customers buy a number of items thoughout the year. I've look at each transactions drop down, and no-where

    • ERROR: Product type cannot be changed for Items having transactions.

      I have mistakenly added a product type as goods for an item that was a digital service. Now when HSN/SAC became mandatory, this brought my attention to this error I did. So I tried changing the product type but it displayed this error message Product

    • Next Page