We're pleased to announce a feature that empowers the Content Creators to control visual properties within the Analytics Insights based on data conditions: Conditional Formatting.
Content Creators define Conditional Formatting rules for an insight.
Example of usage:
Calculation of status per sales group RAG Rating:
CASE [Actual_Revenue] > [100% Target_Revenue] THEN {table cell colour} = ’Green’
CASE [Actual_Revenue] > [80% Target_Revenue] THEN {table cell colour} = ’Amber’
ELSE {table cell colour} = ‘Red’
Initially conditional formatting is available for Simple table and Pivot table insights. The functionality extends across many insight types in future releases.
In the Insight Builder, the Conditional Formatting rules display at the bottom of the Data panel on the Conditional Formatting tab.
The Conditional Formatting rules have the same structure as Case Expressions, they allow a dynamic number of conditions and actions and an ELSE clause.
Same as for Case Expressions, conditions apply in order from top to bottom. When the first condition which results in true is met, no other conditions evaluate.
Different to Case Expressions, the Conditional Formatting rules allow controlling of visual insight properties, such as cell background colour and text colour.
For setting the desired colours, the Content Creators need to click the dot and use the colour picker. Colour codes are also supported in RGB pr HEX formats.
The green counter displays how many properties are set and further details are available on the tooltip.
Once you define, you can apply the Conditional Formatting rules by selecting Edit from any of the attributes defining the insight.
A new section called Conditional Formatting appears in the pop-up allowing Conditional Formatting rule selection.
When you apply a rule to the attribute, the table insight formats accordingly:
Note: The new behaviour and properties above are available for newly created insights. Users can update existing insights if they re-select the template from the insight template list.