Rules (If conditions)
You can apply conditional formatting using font color, style, icons or background based on one or more IF conditions.
Refer to create rule to get started. Once the rule is created and you can see the 'Conditional formatting' side panel, follow the below steps.
a) Choose 'Rules (If conditions)' in the 'Format by' dropdown. You can see two sections - Style and Conditions.
b) Using the 'Style' section, you can format text based on color/style, apply a background color or select icons.
c) In the 'Conditions' section, you can define conditions using options such as Number, Data selection, Values, Formula and User Selection.
Let's look at an example for each of these options.
1. Number
In this example, we are highlighting the subcategories where 2021 Actuals are greater than 10 million. Note that we have selected 'Bold' and selected 'Green' as the font color. The numbers field supports scaled entries such as 10m. Click 'Apply' once the changes are done.
2. Data selection
You can also use a cell value in the condition.
a) Select 'Data selection', click on the 'Set value' field and select a cell in the report.
Note:
In this example, we have used 'Values and Totals' as the 'Row hierarchy levels'. You can see a new field where you can choose whether conditional formatting needs to be applied to the row grand total or not.
We are also using a background color for the formatting.
b) Click on the 'select value from' field and click on a cell in the report. The value gets populated automatically. Click 'Apply'.
c) The formatting gets applied to all the hierarchy levels where 2021 Actuals are greater than the selected value.
3. Value
You can apply conditional formatting based on another measure in the visual. Let's highlight 2021 Actuals when it is greater than the 2021 Plan.
Measures that were added from the data source, auto-calculated variances, columns/measures created using calculations, data input and simulations can all be used in the IF condition.
a) Click on the highlighted dropdown and select 2021 Plan. Click 'Apply'.
b) Note that conditional formatting is applied only to the totals - Categories, Regions and Subregions since we have chosen 'Row hierarchy levels' as 'Totals' and included 'Row grand total'.
4. Formula
You can create simple formulas using either numeric values or measures. Let's highlight the records where 2021 Actuals are greater than the 2021 Plan by at least 5m. Configure as shown in the below image and click 'Apply'.
Tea & coffee in the East subregion is the only record that matches the given condition.
As you can see in the side panel, there is a 'Add condition' option, which lets you create nested AND/OR conditions.
Let's consider another example where the conditions are Q4 2021 Actuals greater than 10m, the Category is Beverages and the Sub-regions are Pacific and East.
a) Configure the settings as shown below for the first condition. Click on 'Add condition'.
b) You can see another condition with default selections and an option to select AND/OR. Let's select 'AND' and 'Category' from the highlighted dropdown.
c) You can see several options as shown in the below image. Let's go with the default option.
d) In the 'Choose members' dropdown, select 'Beverages'.
e) Let's now add the third condition. Click on 'Add condition'. In the highlighted dropdown (2021 Plan), select 'Sub Region'.
f) Select Pacific and East in the dropdown as shown below. Click 'Apply'.
g) You can see that the rows for Juices and Soda for East and Pacific are highlighted based on the three conditions.
5. User selection
You can apply conditional formatting based on a selection during runtime ie. in the reading view. Let's consider a case where we want conditional formatting to be applied to 2021 Actuals based on a Variance value selected during runtime.
a) Configure as shown in the below image. Note that 2021 Actuals is set in the 'Apply to' field and 'Variance' in the IF condition. Click on the dropdown and select 'Variance'.
b) Let's also add an icon. Click on the 'Icon' checkbox. There are several customization options.
c) Click on the icon dropdown and choose the flag icon.
d) Change the flag color to green and the font color to black. Click 'Apply'.
e) Click on a value in any of the variance columns. You can see flag icons in the 2021 Actuals column where the variance is greater than the selected variance.
6. Dates
With Inforiver, you can compare date dimensions in rows and columns and automatically format cells based on the comparison. Let's add date dimensions in the row and column parameters. To compare two date dimensions, select the Compare Date option. In the example below, we used conditional formatting to highlight the cells where the order date exceeds the ship date.
In the example above, we compared each ship date against each order date and highlighted the cells with the order date greater than the ship date. Instead of comparing each cell, you can also compare a date dimension with the minimum or maximum value of another date dimension. To demonstrate this, let's highlight the cells with the order date greater than the minimum ship date.
You can compare date dimensions against static dates using the Selected Date option and specify the date to be compared against.
In the next section, we'll be covering Color scale.
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