Conditional Formatting
The conditional formatting feature will be released shortly with our upcoming version 1.2!
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.
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. |
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