Conditional Formatting

• Jun 04, 2019
• 4 minutes to read

The Web Dashboard control allows you to format dashboard item elements whose values meet a specified condition. This feature allows you to highlight specific elements using a predefined set of rules.

To learn more about the specifics of using a conditional formatting feature for different dashboard items, see the following topics.

• Conditional Formatting - Grid
• Conditional Formatting - Pivot

The topic describes the following common concepts:

• Conditional Formatting Overview
• Create a Format Rule
• Specify Appearance Settings
• Edit a Format Rule

Conditional Formatting Overview

Format rules used in conditional formatting can be divided into groups depending on their purpose and can be applied to measure or dimension values.

Format Rule	Description
Value	Allows you to compare static values (such as Greater Than, Less Than, Between, etc.).
Top-Bottom	Highlights a specific number of topmost/bottommost values.
Average	Highlights values above and below an average.
A Date Occurring	Allows you to highlight date-time values that fall into a specified interval.
Expression	Allows you to use complex conditions to apply formatting. You can also pass dashboard parameters to expressions.
Icon Ranges	Allows you to apply formatting by displaying specific icons for different ranges of values. You can select a predefined set of icons or use a specific icon for each range.
Color Ranges	Allows you to apply formatting using specific colors for different ranges of values. You can select a predefined set of colors or use custom appearance settings to highlight values within specified ranges.
Gradient Ranges	Allows you to apply formatting using gradient color scales.
Bar	Allows you to visualize numeric values using bars. You can also color bars corresponding to positive and negative values using different colors.
Bar Color Ranges	Allows you to visualize numeric values using bars whose colors are contained in the specified color set.
Bar Gradient Ranges	Allows you to visualize numeric values using bars whose colors are contained in the specified color gradient.

You can apply format rules to measure or dimension values. The table below lists format rules that can be applied to different types of data items.

Data Item	Supported Format Rules
Measure Dimension	Value Top-Bottom Average Expression Icon Ranges Color Ranges Gradient Ranges Bar Bar Color Ranges Bar Gradient Ranges
string Dimension	Value with the condition type set to Equal To, Not Equal To or Text that Contains Expression
date-time Dimension	Value A Date Occurring for dimensions with the continuous date-time group interval Expression Icon Ranges Color Ranges Gradient Ranges Bar Bar Color Ranges Bar Gradient Ranges

Create a Format Rule

Perform the steps below to create a format rule in UI:

1. You can open the Conditional Formatting section in two ways. The first way is to select the required measure/dimension by whose values a format rule is calculated and open the data item menu‘s Conditional Formatting section. The another way is to open the dashboard item’s Options menu and select the Conditional Formatting section here. Click “+” to add a new format rule.

   

2. Specify the data item to which conditional formatting is applied using the Apply to combo box and select a condition type from the list.

   

3. The format rule’s menu is opened. This menu depends on the selected format condition and the type of the dashboard item. Here you can specify settings specific for the selected condition.

   

   The Miscellaneous section is used to specify additional settings depending on the type of the dashboard item. For example, you can specify an intersection level for the Pivot or apply the current rule to a row in the Grid.

Specify Appearance Settings

When creating a new format rule, you can select the required appearance settings in the Condition section of the format rule’s menu. This settings applied according to the current format condition. All format rules allow you to customize appearance settings in a similar manner.

For example, the Value format condition allows you to specify appearance settings in the following way…

• The Appearance tab allows you to choose the predefined background color or font.

  

• The Icons tab allows you to add the predefined icon.

  

… while the different types of Range format rules allow you to customize predefined range colors and values.

Edit a Format Rule

To edit a format rule, open the Conditional Formatting section, select the required format rule and click the Edit button (the icon). To delete the selected format rule, click the Delete button (the icon).