Advanced Thresholds Editor for dashboards

You can format data in a visualization in a dashboard based on multiple attribute or metric qualifications. To do this, you define thresholds using the Advanced Thresholds Editor.

Steps are below to format data based on multiple thresholds. For steps to format data based on the value of a single metric, see Thresholds Editor for dashboards. For steps to format data in a dashboard created using Flash, see Adding or removing a threshold in a visualization.

You can also use the Advanced Thresholds Editor to determine whether the threshold formatting is applied to:

The values of a metric
The subtotals of a metric
Both the values and subtotals of a metric

The Advanced Thresholds Editor displays a list of all thresholds currently defined for the visualization. The number to the left of each threshold displays the order in which the thresholds are evaluated. To the right of each threshold is a preview of the formatting used to display data that meets the threshold's condition.

To format data in a visualization using multiple thresholds:

Click the name of the dashboard to run it. Click the visualization whose values you want to format.
In the Editor Panel, right-click a metric and select Thresholds. In the Thresholds Editor, click Advanced Thresholds Editor. Note: If the Editor panel is not displayed, from the View menu, ensure that Editor Panel is selected. If the Editor panel is hidden behind another panel, click the Editor icon to display the Editor panel.

Defining a threshold

Click New Condition. A new threshold is added to the list.
In the Based On list, select the dataset object on which to base the threshold.
If you are creating a condition based on a metric, select a comparison operator, such as Greater Than or Less Than. Do one of the following:

To compare the metric to a specified value, type the value in the field.
To compare the metric to the value of another metric, select the metric in the list.

If you are creating a condition based on an attribute, do one of the following:

To define your condition by selecting attribute elements from a list:

Under Select, do one of the following:

To format data only for elements you select, click In List. For example, you can format data for Books and Movies only.
To format data for all elements except those you select, click Not in List. For example, you can format data for all product categories except Books and Movies

Select each attribute element to include in the condition.

To define your condition based on attribute form values:

Under Qualification, select the attribute form on which to base the condition. For example, you can qualify the condition based on the attribute element’s ID form, one of its description forms, or the DATE form if the attribute is time-based
From the list of operators to the right, select a comparison operator such as Greater Than or Less Than. Do one of the following:

To compare the attribute form to a specified value, type the value in the field.
To compare the first attribute form to a second attribute form, in the Attribute list, click the attribute that you want to use, then select the second attribute form from the drop-down list.

Click the Apply icon to create the new threshold. The threshold is created and added to the list.
You can add multiple conditions to an individual threshold. To add a new condition to a threshold, click the arrow icon to the right of the threshold, then click New Condition. A new condition is created and added to the threshold. Perform the appropriate steps above to define each new condition.

To group and combine conditions in a threshold:

You can change the operator used to combine the conditions in a threshold. Click the operator displayed between the conditions, then select the operator to use to combine the conditions, such as AND or AND NOT.
You can group conditions together by shifting them to the left or right. Grouped qualifications will be evaluated together when the filter is applied to the report data

To group conditions, hover the cursor over the space between two conditions, then click the Group Conditions icon. The conditions are shifted to the right.
To ungroup conditions, hover the cursor over the space between two conditions, then click the Ungroup Conditions icon. The conditions are shifted to the left.

Note: A threshold must contain at least three conditions to group conditions together.

You can change the order in which conditions are evaluated. To do so, click and drag each condition to its new location in the list. Conditions at the top of the list are evaluated before conditions at the bottom of the list.

To format the threshold:

Click the formatting preview displayed to the right of the threshold. In the Name field, type a name for the threshold.
You can choose to replace data that meets the threshold's conditions with text, a symbol, or an image. Do one of the following:

To replace data that meets the conditions, select the Replace Data check box. From the drop-down list, select one of the following:
To replace the data with text, select Replace Text. In the field, type the text to replace the data with.
To replace the data with a symbol, select Quick Symbol. From the drop-down list, select the symbol to use to replace the data.
To replace the data with an image, select Image. In the field, type the location of the image.
To format data that meets the conditions without replacing the data, clear the Replace Data check box (default).

Select appropriate font formatting options to format the data, such as the font type, and whether to display data using Bold, Italic, Underline, or Strikethrough formatting
From the Fill color palette, select the background color to use to display the data values.
From the Border style drop-down list, select the line style of the border to display around the data values.
From the Border color palette, select the color of the border to display around the data values.
Click the Apply icon to apply your formatting changes. The formatting preview displayed to the right of the threshold is updated.

Editing, duplicating, rearranging, and deleting thresholds

Choose from the following:

To edit a threshold, click the threshold and select the appropriate options to define the threshold, as described in the steps above.
To create a copy of a threshold, click the arrow icon to the right of the threshold. Select Duplicate. A copy of the threshold is created and displayed in the list.
To move the threshold up in the list, click the arrow icon to the right of the threshold. Select Move Up.
To move the threshold down in the list, click the arrow icon to the right of the threshold. Select Move Down.
To determine whether to apply the threshold formatting to metric values, metric subtotal values, or both, click the arrow icon to the right of the threshold. Point to Apply to, then select one of the following:
To apply formatting only to the metric values that meet the threshold conditions, select Metric only.
To apply formatting only to metric subtotal values that meet the threshold conditions, select Subtotals only.
To apply formatting to both metric values and subtotals that meet the threshold conditions, select Metric and subtotals only.
To delete a threshold, click X to the right of the threshold. The threshold is deleted.

Repeat the appropriate steps above as necessary to define each threshold. When finished, click OK to apply your changes.