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?
- Access to Oracle Analytics
- Download sample_order_lines.xlsx to your computer
Create a Dataset
In this section, you create a dataset using the sample_order_lines.xlsx file.
- Sign in to Oracle Analytics.
- On the Home page, click Create, and then click Dataset.
- In Create Dataset, click Drop data file here or click to browse.
- In Create Dataset Table from sample_order_lines.xlsx, click OK.
- Click Save
. In Save Dataset As, enter
sample_order_lines
, and then click OK.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.
- In the sample_order_lines dataset, click Create Workbook.
- In the Data
pane, hold down the Ctrl key, select Sales, Profit, and Product Sub Category. Right-click, select Pick Visualization, and then select Table
.
- In the table visualization, click Menu
, 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 the illustration table_sorted_hi2low.png
Define Conditional Formatting Rules
In this section, you define and apply conditional formatting to measures in the visualization.
- In the visualization, click Manage Conditional Formatting Rules
.
- In Conditional Formatting, enter
Sales, Profit, and Loss
in Name. Click the Measurelist and select Sales from Visualization columns.
- In the operator list, select greater than (>) and enter 300000 in Target. Click Format
and select green from Color or enter
#317a45
in the field. - Click OK. Click Save.
Description of the illustration sales_over_300k.png - Click Manage Conditional Formatting Rules
, click Add Condition
.
- From the operation list, select less than (<) and enter
50000
in Target. Click Formatand select yellow from Color or enter
#fbf76a
in the field. - Click OK. Click Save.
Description of the illustration cf_2rules.png - Click Save.
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.
- Click Manage Conditional Formatting Rules
, click Add Condition
.
- In the new row, select Profit from Visualization columns to replace Sales. In the operator list, select less than (<) and enter
1
in Target. - Click Format
, select red from Color or enter
#ff0000
. - In Format, click Font. Click B for bold and click OK. Click Save.
Description of the illustration blended_cf_vis.png - In the visualization, click Manage Conditional Formatting Rules
.
- Click Format
next to the first conditional formatting rule (the green format icon).
- 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. - Click OK. Click Save.
Description of the illustration cf_note.png
Learn More
Blend Conditional Formatting Rules in Oracle Analytics
F82303-01
July 2023
Copyright © 2023, Oracle and/or its affiliates.
Learn how to define conditional formatting rules and blend conditional formats in Oracle Analytics.
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