The Conditional Visualization feature is used to filter, compare, and rank data on a dashboard.
The Ranking feature allows users to display a scenario's dimension values according to specified conditions or "ranking rules". For example, you can use ranking to uncover your company's top three selling products in each country this quarter by adding a conditional filter to the visualization.
The fields available for establishing the specified conditions or "ranking rules" are described in the table below:
As an example, let's suppose you have a chart scenario that shows the sales revenue for different products in your company and you want to rank the data to find the top three selling products. Let's see how a ranking filter can be implemented to accomplish this in a few easy steps elaborated below:
Select Conditional Visualization from the Action Bar associated with the scenario.
In the Conditional Visualization Settings dialog that appears, click Add to create a ranking filter.
Under the Rank tab, set the fields for the ranking conditions as shown in the following dialog. Note that these ranking settings show the top three products in the scenario.
Click Apply and then OK to view the result.
As an example, let's suppose you have a chart scenario that shows the sum of amount by employee, department, and payment. This chart also has the Trellis Rows bound to 'department' and Trellis Columns bound to 'payment'.
To rank the data to find the top three employees in each department with regards to payment, specify the 'Partitioning' and 'Addressing' settings under Advanced Rankings. The following steps show how this can be easily accomplished:
From the Action Bar, select Conditional Visualization.
Under the Rank option, set Rank By to a suitable dimension and aggregation method from the list.
Next, we must specify the fields in the 'partitioning' and 'addressing' settings. To do so, set Rank By to Advanced and drag the required dimensions from the 'Addressing' area into the 'Partitioning' area. Since we want the top three employees within each Department and Payment, drag 'Department' and 'Payment' from the 'Addressing' area into the 'Partitioning' area and leave the 'Employee' in the addressing area.
Select the Type to either 'Rank' or 'Percentage'. Choose 'Rank' since we want to display the rank values.
Specify whether you want to show the top, bottom, or middle values in the scenario in Keep. Also, provide the count of values that should be displayed, like in our case, '3'.
Choose an appropriate ranking rule from the list that you want to apply. For example, set Equal As to Unique(1,2,3,4) to set a unique ranking for each value.
After specifying the ranking conditions, your Conditional Visualization Settings dialog should look like the following.
Click Apply and then OK to view the result. Note that you can see only the top three employees in each Department and Payment.
The Conditional Filter displays the dimension values according to specified values and conditions. As an example, let's suppose you have a chart that displays total number of tickets sold and you want to display only the months in which total tickets sold were between the range of 2000 to 3500 tickets.
This can be accomplished by using a conditional filter with the specified ranges. The Conditional Visualization Settings are described below:
In the Conditional Visualization Settings dialog that appears, click Add to create a conditional filter.
Select the Conditional Filter option and set the fields for the filter conditions as shown in the following image. Note that these settings show the months whose ticket values lie between 2000 and 3500.