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V24.1

Conditional Formatting

  • 3 minutes to read

Use conditional formatting to change the background color of the card or to highlight individual card elements (such as title or value).

Web Dashboard - Card Item - Conditional Formatting

Note

Cards that use a legacy layout do not support conditional formatting.

Supported Condition Types

You can use measure or dimension values to calculate a format rule. You can also use delta values to calculate a Card dashboard item’s format rules.

Available condition types depend on the data item type. The table below lists data types and their supported condition types:

Data Type

Supported Condition Types

numeric

Value

Top-Bottom

Average

Expression

Icon Ranges

Color Ranges

Gradient Ranges

string

Value with the condition type set to Equal To, Not Equal To or Text that Contains

Expression

date-time

Value

A Date Occurring for dimensions with the continuous date-time group interval

Expression

Icon Ranges

Color Ranges

Gradient Ranges

Refer to the following topic for more information about format rule types: Conditional Formatting Basics

Create and Edit a Format Rule

To create or edit a format rule, open the Conditional Formatting section in the data item menu or in the dashboard item’s Options menu. Click + to add a new format rule:

Web Dashboard - Add or Edit a Format Rule

Refer to the following topic for more information on how to create and edit format rules: Conditional Formatting in Web Dashboard

Appearance Settings

You can add an icon to the card layout element or configure the style for display text or background color. To do this, open the format rule’s Condition section and specify the settings:

Appearance

You can select a predefined style or create a Custom Style in the Appearance tab. You can specify background color, text color, and font settings.

The background color applies to the entire card. Text settings allow you to specify a target element.

Web Dashboard - Conditional Formatting with Appearance

Icons

You can select an predefined icon from the Icon tab.

The image below displays the result of the format rule that adds the green check icon to the Category dimension layout element:

Web Dashboard - Conditional Formatting with Icons

Card-Specific Format Condition Settings

Available settings in the Common section depend on the selected Calculated by option.

Card

The Card option specifies a data item container (a card) whose values are used to calculate the format rule. The Value Type field allows you to pre-process the card’s value before it takes part in calculations.

Web Dashboard - Card Conditional Formatting - Card Option

If a dashboard item contains multiple cards, apply a format rule to the active card to see changes. To switch between cards, click the Values button in the dashboard item caption. Note that the expression format condition applies to all cards regardless of the specified card.

Data Item

For the Data Item option you can choose a hidden measure or series dimension. The rule applies to all cards in a Card item.

Web Dashboard - Card Conditional Formatting - Data Item Option

To apply the appearance settings to the certain card layout element, use the drop-down Apply to list. The All elements value applies the format rule to all card elements.