One-click options(Reporting Matrix)
With Inforiver Reporting Matrix, you can perform various conditional formatting actions in a single click. Options include semantic formatting, color scales, segmentation, icons, ratings, data bars, and many more.
A major benefit of the one-click setting is that you do not need to create rules from scratch. After you create a quick rule, you will be able to customize it if required.
1. Quick rule
Quick rules allow you to highlight positive and negative values in the visual in a single click. Under the Quick Rule section, there are two options - Positive and Negative.
STEP 1: Select a column. You can highlight values greater than or equal to zero in green by clicking on the 'Positive' option.
STEP 2: Similarly, you can highlight values less than or equal to zero in red by clicking the 'Negative' option.
If you have used inline charts to visualize your data, the conditional formatting quick rules will automatically be applied to the chart. In this example, we have used both positive and negative quick rules to highlight the bars in red or green.
2. Color scales
Color scales in tabular reports are used to visually enhance data comprehension by applying gradient colors based on value magnitude. A wide variety of color scales, such as sequential, qualitative, diverging, continuous, and continuous-diverging, can be applied in a single click.
STEP 1: Select any column or cell and click on Conditional Formatting > Color Scales. Click to apply any of the color scales. Hover over a particular color scale to see a preview of how it will look in your report.
STEP 2: A sample heatmap using the sequential color scale is shown below. Notice that the font colors are automatically adjusted to be in contrast with their backgrounds for enhanced readability.
To learn more about customizing color scales, visit this section.
3. Classification
You can apply conditional formatting based on icons/ratings and even deliver ABC segmentations in a single click. When you click on Classification, you can see the following options.
Let's look at examples for the three categories - Text, Icon set, and Rating.
3.1. Text: Text-based classification is commonly used to categorize performance. A sample report with ABC classification is shown.
3.2. Icons: You can deliver conditional formatting using icons in a few clicks. Here is an example where items that contribute the most to sales are highlighted.
3.3. Ratings: You can use ratings such as the star-based ratings commonly seen in e-commerce sites in the product feedback section.
To learn more about customizing classifications, visit this section.
4. Data bars
Data bars can be used to insert colored bars inside a cell to show how a given cell value compares to others.
a) On clicking 'Data bars', you can see the following options. Select any of the options.
b) Data bars get added as shown in the image making it easy to spot the highest and lowest values at a glance.
To learn more about customizing data bars, visit this section.
5. Action Analysis
a) Action dot
Action dots represent the degree to which the cell values deviate from the desired range/value in the measure. Adding them to the cells helps you assess how the quantities compare to the middle value or any desired value in the measure.
Select any measure to which you want to add them. Click Conditional Formatting -> Action Analysis -> Action Dot.
By default, Inforiver provides custom color ranges based on values or percentages. Click Apply. Find below a sample report with action dots applied to the Profit measure.
The color scale indicates a positive or negative deviation, and the number of dots represents the magnitude of the difference, with which you can focus on the values that diverge the most.
b) Action Color
Action colors are a variation of action dots in which the degree of divergence of cell values from the target value is expressed by color gradients. The color scale denotes a positive or negative deviation, while the gradient intensity indicates the magnitude of the deviation.
Select any measure to which you want to add them. Click Conditional Formatting -> Action Analysis -> Action Color.
By default, Inforiver provides custom color ranges based on values or percentages. Click Apply. Find below a sample report with action colors applied to the Profit measure.
The conditional formatting side panel provides options to customize the action dots and action colors. The options are similar to the color scale, data bars, and classification which are explained here and here. The middle percentage option is used to set the desired median percentage value from which the spread is calculated.
6. Bubble charts
You can use bubble charts to gauge the magnitude of a measure instantly and for quick comparative analysis.
The bubble size can be determined by comparing values in the same column or within the same row. You can also use a different measure to determine the size of the bubble.
You can use the side panel to customize your rules. In the next section, we'll look at the advanced options.
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