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.numerify.com 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
    1-Attributes_Metrics.png
  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
    2-Select_Thresholds.png
  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
    3-Threshold_Window_2.png
  10. Results
    4-Result.png

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
    5-Attributes_Metrics.png
  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
    2-Select_Thresholds.png
  4. Click Advanced Thresholds Editor...
    6-Advanced_Editor.png
  5. Click Clear to start from scratch
    7-Clear.png
  6. Click New Threshold
    8-New_Threshold.png
  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
    9-Condition_1-1.png
  11. Point at the Threshold Condition and click Add Condition
    10-Add_Condition.png
  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
    11-Condition_1-2.png
  17. Click on the Format Preview sample
    12-Format_Preview.png
  18. Fill color: Select red
  19. Click blue check icon
    13-Format_1.png
  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
    14-Condition_2-1.png
  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
    15-Condition_2-2.png
  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
      16-All_Thresholds.png
  38. Click OK
  39. Results
    17-Results_2.png
  40. For practice, you can continue to define Thresholds for Moderate and Low priorities

 

Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.