HubSpot Update: Conditional formatting in table visualizations within custom reporting

The Update Algorithm By Sidekick Strategies

HubSpot Table Visualization Conditional Formatting: A Briefing

These sources detail a new feature in HubSpot reporting: conditional formatting for table visualizations. This feature, available across various Hubs for Professional and Enterprise tiers, allows users to highlight data trends and insights within table reports.

Key Functionality:

• Applicable to: Number, currency, percent, and duration property types in table visualizations.
• Color palettes: Ten different color palettes with automatic gradient scales are available. Users can also customize color selections.
• Value settings: Users can define minimum, midpoint, and maximum values to control color scaling. Automatic values can also be applied.
• Duration field settings: Users can set specific time measurements (seconds, minutes, days, weeks) for duration fields to ensure accurate color scaling.
• Removal: Conditional formatting can be easily removed from specific columns.

Benefits:

• Enhanced Data Visualization: "...users produce impactful table reports that highlight important data and help viewers develop actionable insights quickly."
• Flexibility: The feature allows users to visualize different types of data and format information based on specific values or ranges.
• Ease of Use: Both the custom report builder and single object report builder offer straightforward access to conditional formatting options.

Key Points:

• Beta Status: As of October 9, 2024, the feature is still in beta.
• Automatic Values Limitation: "auto values show a gradient based on the values visible on the current page of the table, not all values in the column."
• Multiple Column Formatting: Users can apply conditional formatting to multiple columns simultaneously for enhanced data highlighting.

Example:

The first source provides a marketing email analytics example showcasing how conditional formatting can highlight important data points within a table visualization.

Conclusion:

This new conditional formatting feature for table visualizations in HubSpot represents a valuable tool for enhancing data analysis and presentation. It empowers users to create more impactful and insightful reports across various marketing, sales, service, and operational contexts.