Conditional Formatting

Conditional formatting in Innofalls charts allows users to dynamically adjust their charts based on specific data conditions. By applying visual effects such as color changes, bold text, and more, users can highlight key data points and customize their charts to meet specific needs. This section covers the available conditions and effects, providing examples of when and why to use them, and demonstrates a practical use case.

Why and When to Use Conditional Formatting

Conditional formatting is useful for emphasizing important data, identifying trends, and making comparisons clearer. You can use it in various scenarios, such as:

• Highlighting values that exceed a certain threshold

• Hiding Labels of Small Elements

• Consistently colorizing measures across charts

• Reformat Sums

• Adding scenario formatting to specific dates

How Conditional Formatting is Set Up

To open the conditional formatting dialog, click on the corresponding button in the menu:\

A large dialog is opened, which displays the list of rules on the left side and details for the selected rule on the right.

Conditional Formatting Dialog

The effect (blue box) is what is applied if all conditions (red box) below match. There has to be at least one condition and all of them have to match. There is no OR condition.

The following conditions and effects are available:

Conditions

Condition Type	Description	Parameters
Measure Equals	Checks if the measure key matches specified measure keys	Measure Key: Select one or more measure keys. Any of them has to match.
Member Equals	Checks if the grouping member key matches specified member keys	Dimension: Select a dimension from which the member(s) have to match Member: Any of the members has to match
Sum	Checks if the data represents a sum	Sum- You can select if the Element has to be a sum, or if it must not be a sum
Value Compares to Fix Value	Compares the value to a specified value using a comparator	Comparison Value: The value or threshold to compare with Comparator: How the values are compared (e.g. smaller, greater, equal etc.) Use accumulated value: Checks whether the accumulated value is above the threshold; important for waterfall values
Value Compares to Measure Value	Compares the value to another measure's value	Target Measure: Another measure in your data to compare with Hint: When you combine this with Custom Chart Configurations, you can add measures to the chart that can be used for calculations but are not visible to the viewer. Comparator: How the values are compared (e.g. smaller, greater, equal etc.) Use accumulated value: Checks whether the accumulated value is above the threshold; important for waterfall values
Value Meets Measure Range	Checks if a value is inside the range of another measures value. For example, you could check if your Sales are within 5% of your Plan.	Target Measure: Another measure in your data to compare with Range in percent: The amount the values are allowed to deviate. Use accumulated value: Checks whether the accumulated value of the measure to test is above the threshold; important for waterfall values Must be outside range: If checked, the condition applies when the value is outside and not inside the specified range.

Effects

Effect Type	Description	Parameters
Element Color	Changes the bar's fill and stroke color	Color
Frame Color	Changes the bar's stroke color	Color
Hide Text	Hides the text label	None
Bold Text	Makes the text label bold	None
Scenario	Changes the text color	A scenario from the list AC, PP, FC and BU.