One click rules for tables

In this section, we'll discover the single-click conditional formatting options for tables. 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.

In this example, we chose the Negative rule and modified the condition to use variance instead of the default AC measure.

Conditional formatting applied to highlight AC where variance is negative

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.

In the table, we have used the Greater than benchmark to highlight the AC values when AC > PL, the PL measure being the benchmark.

Greater than benchmark option

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 highlight the AC values based on the variance from the Plan.

Conditional formatting with ranges

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.

In the table, we've used a sequential heatmap for the AC measure.

Sequential heatmap

The minimum and maximum values to determine the value ranges can be calculated at an individual panel or table level.

Choose the Column wise option to calculate the minimum and maximum values for each panel and set the color scale within each panel. Choose the Table wise option to apply the heatmap based on the minimum and maximum values in the entire table.

Table wise heatmap

Column wise heatmap