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Yellowfin also lets you create conditional rules using canvas widgets, such as charts, text, images and shapes on the canvas. This way you can, for example, hide charts when a rule's condition is matched.

 

Formatting Setup

 

 

Option

Description

Alert Type

Select the complexity of the alert rules.

  • Basic: these alerts are based on comparison of the column value to a set value or another column.
  • Advanced: these alerts can be based on multiple conditions, set up using logic similar to that of Filter Settings.

Style

Select a display method for the alert. There are three options available:

  • Bar: the value in a matching cell will be displayed as an inline bar. (Note: This type of styling can only be applied to certain types of content.)
  • Cell: the background colour in a matching cell will be highlighted.
  • Icon: the text in a matching cell will be replaced with an icon.

Type

Select the comparison type from the following options:

  • Value: compares data to set values eg. Greater than 10.
  • Compare Column: compares data to set values stored in another column. E.g. Compare the received amount with amount invoiced to highlight those that are not equal.
  • Percentage of Column: compares the value to a percentage threshold of a comparison column. Use this to highlight revenue that is 10% less than ‘planned revenue’.
  • Percentage of Total: compares the value to a percentage of the total of the column. Use this to highlight values that represent less than 5% of revenue.
  • Percentage of Max: compares the value to a percentage of the maximum value. Use this to highlight values relative to the maximum value eg. values that are in the lowest 20% bracket of results

Target

If you select a column comparison type you will have to choose the column that you want to compare your data to. Choose the appropriate column.

Rules on Widgets

 

 

Before creating a widget rule, ensure that the widget's conditional formatting feature is switched on. To learn how to do that, see below.

Follow these steps to switch on the conditional formatting feature on a widget:

  1. Once a widget is added to the canvas, click on it to make a menu appear on top of it
  2. Click on the dotted menu icon here to control with the widget's settings

  3. Expand the Conditional Formatting label
  4. Click the button to enable its feature
  5. You can also click on the Edit Rules button at the bottom to jump to the conditional formatting window

 

 

 

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