Conditional Formatting
Last updated
Last updated
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.
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
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:
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.
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.