Applying Conditional Styling to a Graph

How to:

You can add further value to your graph by using conditional styling to highlight certain Y-axis data with specific styles and colors. Conditional styling, also referred to as stoplighting, enables you to define conditions that determine when to apply particular fonts, point size, text style, foreground and background color, and drill-down procedures to the data in your report when the report is run.

For example, you can apply the color red to all departments that did not reach their sales quotas and apply the color black to all departments that reached their sales quotas. In this example, the user can view quickly which departments did or did not reach their quotas. To examine how the results of one department may impact the results of a second department, you may want to provide a drill down to a report that examines this possibility.


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Example: Applying Conditional Styling to a Graph

The following illustrates how you can apply conditional styling to a graph. In this example:

The output is shown in the following image.

output of conditional styling applied to graph


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Procedure: How to Add Conditional Styling to a Graph
  1. Click the Data selection tab.
  2. Click the Available Fields tab below the Data selection pane.
  3. Select the Y-axis field, listed in the query pane below the Chart icon, to which you want to apply conditional styling.
  4. Click the Click here to add a rule text in the Value column to the right of where Conditional Styling is listed in the Property column of the Field Properties pane.

    The New Styling Rule button appears in place of the text you just clicked.

  5. Click the New Styling Rule button.

    The Create Conditional Style Rule dialog box opens, as shown in the following image.

    Create Conditional Style Rule dialog box

  6. Make sure the desired condition is listed in the Condition name field.

    You can also select an existing or new condition using the Existing style conditions drop-down list.

  7. Select the desired field from the Field drop-down list.
  8. Select the desired relationship operator from the Relationship drop-down list.

    Your choices are: EQUAL to, NOT EQUAL to, GREATER THAN, LESS THAN, GREATER THAN or EQUAL to, and LESS THAN or EQUAL to.

  9. Select Another field or Values for the desired Compare type.

    The Value selection list is populated with existing data source fields or values.

  10. Specify a value by doing one of the following:
    • Select the desired field or value from the Value selection list to populate the Value box.

      or

    • Type a literal value in the Value box.
  11. Select a color from the 'Set color when condition is met' color palette.

    Alternately, you can click the Custom button to select a custom color.

    Note: You have to deselect the Default Color check box to select a color.

  12. Click Done.

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Procedure: How to Edit Existing Conditional Styling in a Graph
  1. Click the Data selection tab.
  2. Click the Available Fields tab below the Data selection pane.
  3. Select the Y-axis field, listed in the query pane below the Chart icon, to display the Field Properties pane below the graph preview area.
  4. Find the existing condition you want to edit that is listed under the Conditional styling heading in the Property column of the Field Properties pane, then click the corresponding conditional rule text in the Value column.

    The conditional rule text becomes grayed-out, and edit and delete buttons appear in the Value column.

  5. Click the edit Edit button button to the far right of the conditional rule text in the Value column.

    The Create Conditional Style Rule dialog box opens.

  6. Select the appropriate values for all fields required to perform the desired edits to the existing conditional styling rule. For more details, see How to Add Conditional Styling to a Graph.
  7. Click the Update Condition button.

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