In most of the times, we may need to format our charts or crosstabs for the mapped data source based on specific conditions for better understanding of its functionalities. This will also enhance the look and feel of the dashboards for drawing swift conclusions for all the KPIs. In this Blog post, we will see how to setup rules or conditions in Conditional formatting for Charts and Crosstabs.
While creating a Dashboard in Lumira Designer, sometimes you might need to format the Charts and crosstabs with data specific differentiation based on limits or range variation. For instance, giving distinct colors for a particular range of values displayed. For that, one should use Conditional Formatting Rules Manager to setup the conditions for displaying distinct colors for a group of dimensions or measures as desired.
At first, we need to create the technical component – “Conditional Formatting settings”. Right click Technical components in Outline Tab in Lumira designer and select “Create” and click “Conditional_Formatting_Settings” as shown below.
The below screenshot gives the “Edit Initial View” of the Sample Datasource which I will be using to map to the Chart and Crosstab in the Dashboard.
Now, we need to enable the Conditional formatting property for the Chart / Crosstab as “True” as mentioned below.
Next, we should assign the Conditions in the Conditional Formatting Rules Manager by clicking Conditional Formatting Settings in the prior screenshot. In the popup, you can select the type of rule to be defined (Dimension rule or Measure rule).
For setting a dimension rule, we need give a Name (Description) for the Formatter rule and the select the required dimension from the dropdown which displays all the available dimensions in the datasource.
Next, we need to select single / multiple items in the checkbox listed under our selected dimension. From the dropdown list, you can select the parameter on which we need to equate with the dimensions. In the below screenshot, I have selected the country dimension and have selected some countries for which formatter function need to applied.
For the selected dimensions, you can select the background color and font color from the color palette. Click on “OK” to create the new dimension rule.
It is similar to the process of creating a dimension rule, except the fact that you need to select a Measure column from the dropdown. You should give the exact value for the selected measure for which formatter function needs to applied. Similar to the Dimension rule you can select the background color and font color from the color palette.
You can also select the trend symbol from the Dropdown available for showing the variation in the value and getting a better understanding of the Measure. In the below screenshot, I have selected the Sales Revenue measure and a formatter value.
Finally, we need to check whether the created rules have been checked in the applied checkbox as shown below.
On saving the application and running dashboard locally, we can see that the formatter function is applied to the Charts and Crosstab. You can find from the below screenshot that measure rule is applied for the Sales Revenue (>2000000 to be given green and <2000000 to be given red) with respective trend symbols for both.
Output for Measure rule in Crosstab:
You can find from the below output screenshot that the countries mentioned in the Dimension rule have been highlighted in red color as required.
Output for Dimension rule in Column chart:
The motive of Conditional formatting is to highlight a set of values in charts and crosstabs based on rules set by the user. Hope from this Blog post you would have got clarity on Conditional formatting and Rule Manager. Feel free to share your views or ideas for the same and share your thoughts if you have any workarounds for this issue.