How to: Apply Conditional Formatting to a Grid Visualization in Digital.ai Intelligence

Overview

Conditional formatting can help communicate key information at a glance. You could highlight duplicates, or call out values within a particular range or a specific value for better visualization and quick interpretation.

You can format your displayed data on Digital.ai Intelligence ad-hoc dashboards with a Quick Thresholds Editor that uses value or percentage ranges, or create more complex conditions using the Advanced Thresholds Editor.

The examples in this article use data from the learning.digital.ai training site.

Method 1 - Quick Thresholds Editor

1. Drag the Assignment Group and Task Priority (Source) attributes, and the Avg of Incidents Dormant Age metric from the Dataset to the grid or double-click on them
   
2. Click on the triangle from the right top corner of the metric column on which you want to apply the conditional formatting
3. Select Thresholds from the drop down
   
4. Select Red-Yellow-Green from the Color drop-down list
5. Click Reversed
6. Select Value from the right Based on drop-down list
   To adjust the number of values that appear in each color, drag the triangles below the color bar
7. Drag the left triangle to the left to decrease the number of values that will appear green
8. Drag the right triangle to the left to increase the number of values that appear red
9. Click Apply
   
10. Results
    

Method 2 - Advanced Thresholds Editor

1. Drag the Assignment Group and Task Priority (Source) attributes, and the Avg of Incidents Dormant Age metric from the Dataset to the grid or double-click on them
   
2. Click on the triangle from the right top corner of the metric column on which you want to apply the conditional formatting
3. Select Thresholds... from the drop down
   
4. Click Advanced Thresholds Editor...
   
5. Click Clear to start from scratch
   
6. Click New Threshold
   
7. Based on: Click on Avg of Incidents Dormant
8. Condition: Click on Greater than or equal to
9. Value: Enter 400
10. Click blue check icon
    
11. Point at the Threshold Condition and click Add Condition
    
12. Based on: Click Task Priority (Source)
13. Select: Click on Name
14. Condition: Click on Equals
15. Value: Enter 1 - Critical
16. Click blue check icon
    
17. Click on the Format Preview sample
    
18. Fill color: Select red
19. Click blue check icon
    
20. Repeat steps 2 and 3 to start the next condition
21. Click New Threshold
22. Based on: Click Task Priority (Source)
23. Select: Click on Name
24. Condition: Click on Equals
25. Value: 2 - High
26. Click blue check icon
    
27. Point at the Threshold Condition and click Add Condition
28. Based on: Click on Avg of Incidents Dormant
29. Condition: Click on Greater than or equal to
30. Value: Enter 500
31. Click blue check icon
    
32. Click on the Format Preview sample
33. Fill color: Select red
34. Click blue check icon
35. Using what you've learned, add new thresholds using the following values
36. Threshold 3
1. First Condition:
2. Based on: Task Priority (Source)
3. Select: Name
4. Condition: Equals
5. Value: 1 - Critical
6. Second Condition:
7. Based on: Avg of Incidents Dormant
8. Condition: Between
9. Value: 300 in first box and 399 in the second
   
10. Fill color: Yellow
37. Threshold 4
1. First Condition:
2. Based on: Click Task Priority (Source)
3. Select: Click on Name
4. Condition: Click on Equals
5. Value: 2 - High
6. Second Condition:
7. Based on: Click on Avg of Incidents Dormant
8. Condition: Click on Between
9. Value: Enter 400 in first box and 499 in the second
   
10. Fill color: Yellow
    
    
38. Click OK
39. Results
    
40. For practice, you can continue to define Thresholds for Moderate and Low priorities