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Conditional Formatting

The Web Dashboard supports conditional formatting. You can apply a custom style to data elements that satisfy a certain condition.

For more information about conditional formatting for different dashboard items, see the following topics:

  • Conditional Formatting - Grid
  • Conditional Formatting - Pivot
  • Conditional Formatting - Card

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Format rules used in conditional formatting can be categorized as follows:

  • Value - Compares static values (Greater Than, Less Than, Between, etc.).
  • Top-Bottom - Highlights a specific number of top/bottom values (Top N, Bottom N).
  • Average - Highlights values above or below the average value.
  • A Date Occurring - Highlights date-time values that are within a specified interval.
  • Expression - Uses complex conditions to apply formatting. You can also pass dashboard parameters to expressions.
  • Icon and Color Ranges - Display a specific icon based on a value range. You can select a predefined set of icons or apply a specific icon to each range.
  • Color Ranges - Apply specific colors to different value ranges. You can select a predefined set of colors or use custom appearance settings to highlight values within specified ranges.
  • Gradient Ranges - Apply formatting using gradient color scales.
  • Bar - Visualizes numeric values as bars. You can also color bars corresponding to positive and negative values using different colors.
  • Bar Color Ranges - Visualize numeric values as bars. Values within a range display a specific color.
  • Bar Gradient Ranges - Visualize numeric values as bars. Values within a range display a specific color.

You can use measure or dimension values to calculate a format rule. For a Card dashboard item, you can also calculate format rules by delta values.

The table below lists format conditions that can be applied to different types of data items.

  • numeric
    • Value
    • Top-Bottom
    • Average
    • Expression
    • Icon Ranges
    • Color Ranges
    • Gradient Ranges
    • Bar 1
    • Bar Color Ranges 1
    • Bar Gradient Ranges 1
  • 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 a continuous date-time group interval)
    • Expression
    • Icon and Color Ranges
    • Color Ranges
    • Gradient Ranges
    • Bar 1
    • Bar Color Ranges 1
    • Bar Gradient Ranges 1

      1 The Card dashboard item does not support these rules.

Create a Format Rule

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

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Specify the data item/card used to calculate a condition in the Common section. You can also create a format rule for one data item and apply different settings to the other data item.

Select a format rule type from the list to open its settings.

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Select a condition from the list and specify its settings in the Condition section. Available settings depend on the selected format rule.

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Specify additional settings in the Miscellaneous section. For example, you can specify the intersection level for the Pivot or apply the current rule to a row in the Grid.

See the following topics for more information about specific format settings for dashboard items:

  • Conditional Formatting - Grid
  • Conditional Formatting - Pivot
  • Conditional Formatting - Card

Edit a Format Rule

You can see existing format rules for an entire dashboard item. To do this, open the dashboard item's Options menu and go to the Conditional Formatting section.

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To edit a format rule, select the rule and click Edit (the wdd-icon-edit-collection-value-item icon).

Click Delete (the wdd-icon-delete-big icon) to delete the selected format rule.

When you edit a format rule, you can enable or disable the rule in the Miscellaneous section.

Appearance Settings

The format rule menu's Condition section contains appearance settings. You can configure and customize the following format condition appearance settings:

  • Choose a predefined background color or font in the Appearance tab.

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  • Add a predefined icon in the Icons tab.

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You can also customize predefined colors and values for each Range format rule.

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