Classification

Inforiver provides data classification based on text, icons and ratings.

Refer to create rule to get started. Once the rule is created and you can see the 'Conditional formatting' side panel, follow the below steps.

Choose 'Classification' in the 'Format by' dropdown. There are several options enabled as shown in the below image.

Conditional formatting based on classification

Click on the 'Display' dropdown. You can see the three types of classifications already mentioned. Let's look at them one by one.

Classification types

1. Text

Many times, it may become essential to categorize performance. A common technique used by enterprises to categorize inventory, vendors or materials is ABC analysis. Inforiver delivers this capability right out of the box.

a) Select 'ABC' from the 'Display' dropdown. Let's go with the default settings. Click 'Apply'.

ABC analysis

b) The rows are classified and the text is displayed on the left of the data.

ABC analysis

Show as new column

c) You can also have the classifications appear in a separate column if required. Check the 'Show as new column' checkbox.

Display text in new column

Apply to charts

d) When there are charts in the column where classification is to be applied, check the 'Apply to charts' checkbox. In the below image, 2021 Actuals are visualized using bar charts and the colors defined for the ABC ranges are used for formatting.

Classification applied to charts

Text position

e) You can also choose to display only the classification text by clicking on 'Only text' in the 'Text position' dropdown.

Displaying only text

Color for

f) You can see two new fields getting enabled as shown below. Let's apply the 'Color for' font and add 'Percentage text' on the left. You can see the contribution percentage displayed on the left along with the text.

Only text along with percentages

g) Instead of color for the font, background color can also be applied. Select 'Background' in the 'Color for' dropdown.

Background color for ABC classification

Classification ranges

h) You can define custom ranges using the 'Add range', 'Text editor', 'Color picker' and 'Reverse text/color order' options as shown below.

Customizing the ranges

i) Ranges can also be defined using numeric values. Click on the 'Value' option. The values get populated automatically based on the defined percentages, but they can be further edited.

Ranges based on numeric values

j) You can delete specific ranges or reset all changes using the icons highlighted in the below image.

Deleting and resetting ranges

2. Icon set

Icon-based formatting provides the same properties as text-based formatting. Refer to Text for more details. We'll only at a simple example for icon sets.

In the 'Display' dropdown, choose the 'Five arrows' option. Click 'Apply'. Note that we have applied formatting to 2021 Actuals based on 2021 Actuals - 2021 Plan. Hence, we can see which categories have done worse/better than the plan.

Classification based on icon sets

3. Rating

You can also use star-based ratings as seen in e-commerce sites in the product feedback section.

a) Select the '3 stars' option from the 'Display' dropdown and click 'Apply'.

Conditional formatting - Rating

b) You can see the 1-5 rating icons on the left of the data. By default, the number of ranges has been set to 5.

5-star rating

c) You can move the ratings to a separate column by clicking on the 'Show as new column' checkbox.

Ratings in a new column

Invert rating

d) Check the 'Invert rating' checkbox in cases where higher values need to show lower ratings.

Inverted ratings

e) As seen in text and icon-based formatting, you can choose only to display the classification or change the position. In the below example, we have chosen the 'Only rating' option.

Displaying only rating

Number of ranges

f) You can customize the number of icons that appear in your scale – 'Number of ranges' has been set to 3 in this case.

Changing the number of ranges

g) The rating text can be shown on the left or right. Select the position and color as shown below.

Rating text

Enable custom

h) In Inforiver, you have the option to configure value ranges for each of the ratings. Click on the 'Enable custom' checkbox. For every half rating, you'll be able to define percentage/value ranges in the 'From' and 'To' fields as shown in the below image.

Custom ranges

i) To reverse the order of colors and reset all changes to the ranges, click on the highlighted icons.

Reorder colors and reset changes

In the next section, let's look at Ranking.