Using Conditional Formatting

Objectives
After completing this lesson, you will be able to:

After completing this lesson, you will be able to:

  • Apply conditional formatting in a story

Conditional Formatting: Thresholds

You can apply conditional formatting by defining thresholds in a story, or you can apply the formatting to all stories based on a model by defining thresholds in that model. For example, in your model you could define a threshold for revenue at $1,000,000, so that all stories based on the model would have a revenue threshold of $1,000,000.

Note

Thresholds can be applied to account dimension members and measures.

Conditional formatting covers several options, including thresholds in models and stories, and assigned colors in stories.

Note
Threshold styles in the story are the same as in an Analytic Application.

Define Thresholds in a Story

To define thresholds in a story, choose Conditional Formatting from the main toolbar (or the More menu). From there, simply define your criteria for the formatting, including the colors and display options. Once the conditional formatting is defined, you can apply it to charts or tables on your story pages.

Apply to a Chart

You can apply conditional formatting to either a measure in a chart or to the Color definition for a chart in the Builder pane.

Apply to a Table

You can apply conditional formatting to a measure in a table in the Builder pane. You can also define a new threshold, just as you would from the main toolbar.

Use Conditional Formatting (Optional)

Task Flow

In this exercise, you will perform the following tasks:

  • Create a new story
  • Create a story threshold based on a number range for gross margin
  • Apply the threshold to a bar/column chart
  • Apply the threshold to a bullet chart
  • Create a measure-based threshold by comparing net revenue and cost of goods sold
  • Apply the threshold to a table

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