Before you Begin

Learn how to blend conditional formatting rules and rule fragments in Oracle Analytics.

Background

This tutorial shows you how to blend conditional formatting in a visualization. You can also apply and blend conditional formatting for all visualizations in a workbook. Blending conditional formatting is enabled by default in new workbooks. In existing workbooks, you can enable the blend conditional option.

What Do You Need?

Create a Dataset

In this section, you create a dataset using the sample_order_lines.xlsx file.

  1. Sign in to Oracle Analytics.
  2. On the Home page, click Create, and then click Dataset.
  3. In Create Dataset, click Drop data file here or click to browse.
  4. In Create Dataset Table from sample_order_lines.xlsx, click OK.
  5. Click Save Save icon. In Save Dataset As, enter sample_order_lines, and then click OK.


    Description of sample_order_lines.png follows
    Description of the illustration sample_order_lines.png

Create a Visualization

In this section, you create a visualization that you use to define conditional formatting rules.

  1. In the sample_order_lines dataset, click Create Workbook.
  2. In the Data Data pane icon pane, hold down the Ctrl key, select Sales, Profit, and Product Sub Category. Right-click, select Pick Visualization, and then select Table Table visualization icon.
  3. In the table visualization, click Menu Menu icon, select Sort By, and then select Custom. In Sort Order, select Sales from the Sort By list, select High to Low, and then click OK.


    Description of table_sorted_hi2low.png follows
    Description of the illustration table_sorted_hi2low.png

Define Conditional Formatting Rules

In this section, you define and apply conditional formatting to measures in the visualization.

  1. In the visualization, click Manage Conditional Formatting Rules Conditional Formatting icon.
  2. In Conditional Formatting, enter Sales, Profit, and Loss in Name. Click the Measure List icon list and select Sales from Visualization columns.
  3. In the operator list, select greater than (>) and enter 300000 in Target. Click Format Format icon and select green from Color or enter #317a45 in the field.
  4. Click OK. Click Save.


    Description of sales_over_300k.png follows
    Description of the illustration sales_over_300k.png
  5. Click Manage Conditional Formatting Rules Conditional Formatting icon, click Add Condition Add condition icon.
  6. From the operation list, select less than (<) and enter 50000 in Target. Click Format Format icon and select yellow from Color or enter #fbf76a in the field.
  7. Click OK. Click Save.


    Description of cf_2rules.png follows
    Description of the illustration cf_2rules.png
  8. Click Save.


    Description of 2rules_applied.png follows
    Description of the illustration 2rules_applied.png

Blend Conditional Formatting

In this section, you add another measure and define conditional formatting rule that uses color and a text style. You also add a note to the conditional formatting.

  1. Click Manage Conditional Formatting Rules Conditional Formatting icon, click Add Condition Add Condition.
  2. In the new row, select Profit from Visualization columns to replace Sales. In the operator list, select less than (<) and enter 1 in Target.
  3. Click Format Format icon, select red from Color or enter #ff0000.
  4. In Format, click Font. Click B for bold and click OK. Click Save.


    Description of blended_cf_vis.png follows
    Description of the illustration blended_cf_vis.png
  5. In the visualization, click Manage Conditional Formatting Rules Conditional Formatting icon.
  6. Click Format Format icon next to the first conditional formatting rule (the green format icon).
  7. In Format, click Note. From Display in, select Note, and then enter Some product sub categories with sales over $300000 are not profitable and are shown in red in the text field.
  8. Click OK. Click Save.


    Description of cf_note.png follows
    Description of the illustration cf_note.png

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