Applying Conditional Formatting in Key Performance Indicators and Gauge Charts

In a key performance indicator (KPI), you can apply conditional formatting to the comparison value, the actual value, and the progress bar. In a gauge chart, you can apply conditional formatting to the primary value and the arc.
To apply conditional formatting in a KPI or gauge chart:
  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.
  4. On the analysis page, select a KPI or a gauge chart.
  5. Click Menu options button, the Menu options button, in the top-right corner of the visual and select Conditional formatting.
  6. In the Conditional formatting panel on the right, go to the element that you want to format.
    • For KPIs, you can set the text color and add icons in the Comparison value and Actual value sections and set the foreground color in the Progress bar section.
    • For gauge charts, you can set the text color and add icons in the Primary value section and set the foreground color in the Arc section.
  7. To set the text color, click Add text color, and configure conditions and formatting settings in the New text color panel:
    1. Under Format field based on, select the field or item to evaluate when applying the format.
    2. Under Aggregation, select the aggregation method to use if you selected a dimension field.
    3. Under Condition, select a comparison operator, such as Equals, Greater than, or Between.
    4. Under Value, enter the value to use for the comparison.
    5. Under Color, set the text color to use when the data meets the condition.
    6. Click Add condition to configure another condition.
      To change the order of the conditions or remove a condition, click Open menu icon, the Open menu icon, next to a condition and select Move up, Move down, or Delete.
    7. Click Apply.
    8. Click Close to return to the Conditional formatting panel.
      If you want to reset all the configured settings and conditions, click Clear.
  8. To add an icon or icon set, click Add icon, and configure conditions and icon settings in the New icon panel:
    1. Under Format field based on, select the field or item to evaluate when adding the icon.
    2. Under Aggregation, select the aggregation method to use if you selected a dimension field.
    3. Under Icon set, select a set of icons.
    4. Under Condition #1, select a comparison operator, such as Equals, Greater than, or Between.
    5. Under Value, enter the value to use for the comparison.
    6. Under Icon, select the icon to display when the data meets the condition.
      You can select one of the available icons or click Use custom Unicode icon to add a custom Unicode glyph.
    7. Under Color, set the color of the icon.
    8. Configure the rest of the conditions.
      The number of conditions depends on the number of icons in the set. You can also click Add condition to configure more conditions and icon settings.

      To change the order of the conditions or remove a condition, click Open menu icon, the Open menu icon, next to a condition and select Move up, Move down, or Delete.

    9. Click Apply.
    10. Click Close to return to the Conditional formatting panel.
      If you want to reset all the configured settings and conditions, click Clear.
  9. To set the foreground color, click Add foreground color, and configure conditions and formatting settings in the New foreground color panel:
    1. Under Format field based on, select the field or item to evaluate when applying the format.
    2. Under Aggregation, select the aggregation method to use if you selected a dimension field.
    3. Under Condition, select a comparison operator, such as Equals, Greater than, or Between.
    4. Under Value, enter the value to use for the comparison.
    5. Under Color, set the foreground color to use when the data meets the condition.
    6. Click Add condition to configure another condition.
      To change the order of the conditions or remove a condition, click Open menu icon, the Open menu icon, next to a condition and select Move up, Move down, or Delete.
    7. Click Apply.
    8. Click Close to return to the Conditional formatting panel.
      If you want to reset all the configured settings and conditions, click Clear.
  10. To edit a conditional formatting setting, click Open menu icon, the Open menu icon, next to a formatting setting and select Edit.
  11. To delete a conditional formatting setting, click Open menu icon, the Open menu icon, next to a formatting setting and select Delete.
Parent topic: Applying Conditional Formatting in Visuals