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Highlighting Rules

Highlighting rules make important records easier to spot by applying cell styling when rows match selected criteria.

NimbusDash creates rules from grid filters. First filter the grid to the records you want to identify, then create a rule from those criteria.

Rules can apply formatting such as:

  • Background color.
  • Font color.
  • Icons.
  • Tooltips.

Rules are saved with the dashboard.

  1. Filter the grid to the records you want to highlight.
  2. Click Add Rule in the top menu bar.
  3. Enter a rule title.
  4. Review or adjust the criteria generated from the current filters.
  5. Choose the field to style.
  6. Select background color, font color, icon, and tooltip options.
  7. Review the preview.
  8. Review Save as View (it starts checked when you open Add Rule). Leave the title blank if you do not want a view saved with the rule.
  9. Click Add Rule.

The Add Rule menu item appears only when filters are active.

Click Highlighting in the top menu bar to open the rules list. The rules list shows each rule’s title, criteria, and highlighting style.

From this list, you can edit or delete rules.

When Save as View is checked, NimbusDash saves a view using the rule title. A blank title saves no view.

If the title matches a view the rule did not create, NimbusDash asks: A view named “” already exists. Update its filters to this rule’s? Its columns and pivot mode stay as they are. Confirming updates filters only. Cancel leaves the view unchanged. The rule is saved either way.

Renaming a rule renames the view that rule created, unless the new name already belongs to another view.

  • Use short, descriptive rule names.
  • Keep criteria focused so highlights remain meaningful.
  • Use icons and tooltips sparingly for the most important conditions.