Using Conditional Rules

In analyses that use a free-form layout, you can configure rules to hide or show visuals when specific conditions are met. For example, you can have multiple versions of the same visual overlapped with each other and only display to a dashboard user the version that corresponds to a parameter value they select.
To use conditional rules that hide or show visuals, you must first create a parameter and a corresponding parameter control. Only string and number parameters are supported. For more information on parameters, see Using Parameters.
To configure conditional rules:
  1. Click Dashboards tab, the Dashboards tab.
  2. Click Dashboard Designer, in the bottom-left corner.
  3. On the Analyses dialog, click Options button, the Options button, next to an analysis and select Edit to open the analysis page.
  4. On the menu bar, go to Sheets ⇒ Layout Settings, then select Free-form under Sheet Layout and click Apply.
  5. Select the visual that you want to work with.
  6. Click Format visual icon, the Format visual icon, in the top-right corner of the visual to display the Properties panel.
  7. Select the Interactions tab and expand the Rules section.
  8. To hide or display the visual by default, enable or disable the Hide this visual by default option.
    Hidden visuals do not appear in published dashboards. In analyses, an overlay with the message Hidden based on rule is displayed over hidden visuals.
    Note: You cannot create conditional rules that hide visuals that are already hidden by default or that show visuals that already appear by default. If you change the default visibility of a visual, any existing rules that contradict the new default setting are disabled.
  9. To create a rule, click the ADD RULE button and configure the settings from the Add new rule panel:
    1. Under Parameter, select a string or number parameter.
    2. Under Condition, select a condition.
      For string parameters, the supported conditions are Equals, Starts with, Ends with, Contains, and Does not equal. For number parameters, the supported conditions are Equals, Less than, Greater than, and Between.
    3. Under Value, enter the comparison value.
      Values are case-sensitive.
    4. Under Action, select Hide this visual or Show this visual.
    5. Click ADD.
    The rule that you created is displayed in the list of rules from the Interactions panel. To edit or delete a rule, click Open menu icon, the Open menu icon, next to the rule and select Edit or Delete.
Once you configure a conditional rule that is connected to a parameter control, you can use the parameter control to enable or disable the rule. Expand the controls bar at the top of the analysis and go to the parameter control associated with the conditional rule that you created. Select or enter the value specified in the conditional rule. Setting the correct value causes the visual to appear or disappear depending on the rule settings.

You can also move a parameter control inside the sheet. Click Options icon, the Options icon, next to the control, and select Move inside this sheet. This setting is useful when you want to place a parameter control next to the associated visual or when you want to add a conditional rule to the control so it appears only when specific conditions are met.

Parent topic: Customizing Layouts