Wyn Enterprise User Guide

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.

Field Description
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'.

Conditional Format Example

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.

  1. 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.

    Highlight cell values example

  2. Top Bottom Rules: Highlights the top or bottom values in a range. The following image highlights the top 10 values.

    Highlighting top 10 values in the range

  3. 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.

    Using data bars in the table

  4. 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.

    Three-color scale rule

  5. Icon Sets: Add specific icons based on the values. You can choose to display the icon alone, or with the cell value.

    Icon Set Rule

Applying Conditional Formatting

  1. Select Conditional Format from the Action Bar corresponding to the selected dashboard scenario.

    Selecting conditional format from the Action Bar

  2. In the Conditional Format dialog that appears, click Add Conditional Format as shown below.

    Adding a conditional format

  3. 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.

    Choosing Target field in the Conditional Format

  4. 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).

  5. Select the color that you want to apply to the cells that match the specified condition. For example, set Style to 'Green'.

  6. Click Apply and then OK to save the changes.

    Conditional Filter Dialog

  7. Preview the dashboard and visualize your data. The columns with sales revenue greater than '$3,00,000' are colored 'Green'.

    Conditional Format