What is conditional colour formatting?
Conditional formatting makes it easy to highlight specific values or ranges of values. This changes the appearance of a Headline Figure chart based on a condition that you specify in the Conditional Formatting section of the Chart Design Mode.
Let us look at how to convert the simple Headline Figure chart created earlier into a conditionally formatted one, as shown below.
Do you know when to use it?
It’s up to you; for example, you can specify a condition, say you can use this to use this chart to convey “RAG” status. RAG is an acronym that stands for Red, Amber and Green and is based on a traffic light system. These colours, like those in traffic lights, denote the status or condition of the numeric value within the chart. Red might indicate a high consumption or reading, Amber moderate values in between, and Green may indicate a good status of value.
Colour
Base
The base colour is selected as the colour of the chart when none of the conditions are met. The default base colour is White when you open the Headline Figure chart - Chart Design Mode, but you are free to define it using the Base option.
Conditional
Two parameters define the formatting of the Headline Figure chart:
One or more Conditions that have been defined
the Duration during which any Conditions are met for the fold of type "SUM".
Conditional Colour and Status Configuration
Duration
A duration is required when a fold of “Sum” is used, and this is required so that the ranges can be scaled based on the date range selected. Consider the following example; a duration of '1 Hour and a range of 'Below 3340'. If seven days' worth of data is being viewed, this range would automatically scale to 'Below 561,120' (3340 * 24 * 7).
The available Durations are as follows:
1 Minute
5 Minutes
10 Minutes
15 Minutes
30 Minutes
1 Hour
1 Day
1 Week
Conditions
The Add button can be used to Add a Condition. You can add as many conditions as you need, and for this example, we will create three conditions to achieve the RAG status described above.
Label
A mandatory text input that describes the status succinctly. You can use any language or emoji to make it even more user-friendly. The user has called the condition High Energy Levels in the above example.
Colour
A mandatory input which defines the colour to be applied to the Headline Figure chart when the condition is met. In the above example, the user has used Red to signify High Energy Levels. The selection of colour is explained in the article related to the Headline Figure chart's Chart Design Mode options.
Minimum Value
Minimum value at which the condition is met. In the above example, the user has defined applying this condition when the energy consumption goes above 3,340kwh for (the duration) 1 hour. This is not a mandatory field and applies the condition to everything below the maximum value when ignored.
Maximum Value
Maximum value at which the condition colour stops. This is not a mandatory field and, when ignored, applies the condition to everything above the minimum value.
Example of Multiple Conditions
Once the above process is repeated multiple times, the initial goal of defining a RAG status has been achieved.
You can already see that the Headline Figure is now conditionally formatted with green colour and a status label, having met the condition Excellent Energy Levels parameters in terms of energy consumption over the duration of 1 hour.