Wyn Enterprise User Guide
- An Introduction to Wyn Enterprise
- Document Portal for End Users
- Using Report Designer
- Create Static Report
- Create Tabular Report
- Create Parameterized Report
- Create Master-Detail Report
- Create Pivot Report
- Create Report with Chart
- Styles and Themes
- Expression Editor
- Report Templates
- Working with Dashboards
- Dashboard Designer
- Selecting a Dataset
- Data Attributes
- Dashboard Scenarios
- Charts and KPIs
- Calc Charts
- Containers and Components
- Dashboard Appearance
- Preview Dashboard
- Export Dashboard
- Data Analysis and Interactivity
- View and Manage Dashboards
- Governing Data and Resources
- Create Data Source
- Data Source Connections
- Create Dataset
- Create Semantic Model
- Secure Data Management
- Create Floor Plan
- Upload Resources
- Using Dashboard Designer
- Section 508 Compliance
Wyn Enterprise: Conditional Format
Conditional formatting is used to grab user attention on specific values and emphasize a specific information in a scenario by highlighting certain data values based on the conditions specified.
Note: Conditional Formatting can be used in the following scenarios: Column (and its type), Bar (and its type), Pie, Donut, Rose, Radial Stacked Bar, Sunburst, Bar chart in Polar Coordinates, Bubble, Treemap, Combined, Funnel, Pivot Table, and KPI Matrix.
In Chart scenarios, conditional formatting is used to highlight certain columns (or bars, etc. depending on the chart type), based on the specified conditions.
From the Action Bar of the active chart scenario, select Conditional Format and specify the Target Value. Select the Add Conditional Format and specify the following fields as described below.
|Target Value||Specify the data attribute on which you want to apply the formatting. Note that the target value shows only the bound data attributes.|
|Condition (only for measures and Date attributes)||Specify the condition for the formatting - Equal to, Greater Than, Between, Not Between, etc.|
|Style (only for measures and Date attributes)||Specify the color you want to use to highlight the attribute values when they meet the specified condition.|
|Match Type||Specify the matching condition - Contains, Start With, End With, Exactly Match|
|Case Sensitive||Specify if the filter should match the case.|
|Match Value||Specify the value to match with, according to the filter condition.|
Look at the following chart scenario that uses conditional formatting to highlight the POS with sales revenue greater than '$3,00,000'.
In Table scenarios, conditional formatting is used to highlight the cell values with a color that meets certain rules. Note that you can apply conditional formatting only on the bound measures.
From the Action Bar of the active table scenario, select Conditional Format and specify the Target Value. Select the Add Conditional Format and specify the rules as described below, or you can also create your own new rule.
Highlight Cell Rules: Specify the rule for highlighting the cell values with a different color. For example, highlight the cells whose values are greater than 200M.
Top Bottom Rules: Highlights the top or bottom values in a range. The following image highlights the top 10 values.
Data Bars: Displays a bar in the background for each cell. The length of the bar determines the value of the cell relative to values in other cells.
Color Scales: Changes colors by comparing the cell values. Cell with a dark shade represents a higher value and cell with a light shade represents a lower value. For example, in the Green-Yellow-Red color scale, cells with higher values are colored in green, average values in yellow, and lower values in red.
Icon Sets: Add specific icons based on the values. You can choose to display the icon alone, or with the cell value.
Applying Conditional Formatting
Select Conditional Format from the Action Bar corresponding to the selected dashboard scenario.
In the Conditional Format dialog that appears, click Add Conditional Format as shown below.
Set the Target Value to a suitable data attribute from the list on which you want to apply the conditional format. For example, select 'Average of Revenue' to apply the format on the 'Revenue' values.
Note that the list contains only the data attributes bound to the scenario.
Choose the formatting condition from the list that you want to apply. For example, set the condition to Greater Than and its value to '300000' (a constant).
Select the color that you want to apply to the cells that match the specified condition. For example, set Style to 'Green'.
Click Apply and then OK to save the changes.
Preview the dashboard and visualize your data. The columns with sales revenue greater than '$3,00,000' are colored 'Green'.