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.
Charts, titles and images can be hidden as a result of these rules; however shapes can be stylised.
Formatting Setup
This is what the conditional formatting setup page for a widget looks like:
Option | Description |
|---|---|
Value Field | Select the field you wish to use for the conditional formatting rules from the list. |
Total Aggregation | Select the aggregation to be applied for these formatting rules. |
The Process
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:
- Once a widget is added to the canvas, click on it to make a menu appear on top of it
- Click on the dotted menu icon here to control with the widget's settings
- Expand the Conditional Formatting label
- Click the button to enable its feature
- You can also click on the Edit Rules button at the bottom to jump to the conditional formatting window
Follow the steps below to create a rule on the types of widgets:
This is used to make the value in a matching cell display as an inline bar. (Note: This type of styling can only be applied to certain types of content.)
Follow these steps:
Choose a numeric column from the left side, on which the formatting will be applied.
Choose the Basic option from the Alert Type
- Select Bar from the Style dropdown
- Choose the type of comparison
- Select a target value
- Click on the +Add Another Rule link; a new popup to format matching cells in the report will appear
- Start creating a rule by choosing an operator and then adding a value
Style the bar you want to make appear on the matching cells
Icon Style type Description 
Bar colour Choose a colour for the bar. 
Left alignment To place the bar on the left part of the matching cells. 
Middle alignment To place the bar in the middle of the matching cells. 
Right alignment To place the bar on the right side of the matching cells. Note: The selected alignment's icon changes to blue 
Hide/Show text Hide or show text/value of the matching data on the bar. 
Text colour If you opt to show text on the bar, you can also change its colour. - Click on the Submit button to save the rule
- This bar will now appear wherever matched data is found in your report