One click rules for charts

In this section, we'll discover the single-click conditional formatting options for charts. Selecting a single-click rule will open the Conditional Formatting side pane. By default, single-click rules will use the AC (Actuals) measure. The configurations are automatically set but you can modify them as required. We'll learn more about configuring rules in later sections.

1. Value

You can highlight positive/negative values using this option. You can also set a threshold and highlight values that are lesser or greater than the custom threshold.

Let's apply win-and-loss formatting for the chart.

Win and loss conditional formatting option

The conditional formatting changes the color of the negative bars to red and the positive bars to green.

Win and loss formatting applied on actuals

2. Comparison value

You can use the comparison value option to quickly highlight data based on comparing 2 columns. Analytics+ offers two methods to highlight data based on column comparisons:

• Greater/less than a benchmark

• Ranges

2.1. Greater/less than benchmark

You can highlight values with a single color when the measure is greater or lesser than the benchmark measure.

Let's use the Less than benchmark to highlight the 2023 Actuals when the 2023 Actuals are lesser than the 2022 Actuals benchmark.

Comparison value conditional formatting for charts

2.2 Ranges

You can use a heatmap to highlight values when the benchmark measure falls within a specified range. Analytics+ dynamically calculates the range - enabling you to apply conditional formatting in a single click. You can also override the pre-calculated ranges and specify custom values.

We have used the Ranges option to color code the 2023 Actuals based on the 2022 Actuals.

Ranges conditional formatting for charts

3. Color scales

Based on your data, you can apply different color scales: sequential, qualitative, and diverging.

When a heatmap is used, the font colors are automatically adjusted to be in contrast with their backgrounds for enhanced readability.

For Inforiver to automatically adjust the font color, enable the Canvas > Auto color property.

Let's use the Qualitative color scale to quickly format the 2023 Actuals bars. Notice how the color of the first bar (2023 Actuals) changes based on the heatmap range.

Qualitative heatmap for charts