Before You Begin
This tutorial shows you how to define rules to conditionally format grand totals and subtotals in table and pivot visualizations.
Background
In Oracle Analytics, you can define rules on measures such as revenue, sales, and profit to highlight events, values, and results. Your rules define the visual formatting options such as bar, line, and cell colors, font and font styles, and background colors.
What Do You Need?
- Access to Oracle Analytics
- Download sample_order_lines2023 to your computer
Create a Dataset
In this section, you add the sample_order_lines2023.xlsx file to Oracle Analytics to create a dataset.
- 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, select the sample_order_lines2023.xlsx file, and then click Open.
- In Create Dataset Table from sample_order_lines2023.xlsx, click OK. Click Save.
- In Save Dataset As, enter
sample_order_lines2023
, and then click OK.
Create a Table Visualization
In this section, you create a table visualization and set the property to display the grand total of values in the data columns. You add a data column to the table that creates subtotal values.
- In the sample_order_lines2023 dataset, click Create Workbook.
- Close the Auto Insights panel.
- In the Data pane, hold down the Ctrl key, select Product Sub Category, Sales, and Profit. Right-click, select Pick Visualization, and then click Table .
- Click Properties .
- In Properties, click Totals . In the Grand Total row, click Off to select On.
The table show grand total values for the Sales and Profit columns.
- Click Grammar . In the Data pane, select Product Category, drag it to Rows and release above Product Sub Category.
- Click Properties . In Properties, click Totals . In the Subtotal row, click None and select Product Category.
Define a Conditional Formatting Rule
In this section, you define a conditional formatting rule for the subtotals and grand totals.
- In the table visualization, click Manage Conditional Formatting Rules .
- In Conditional Formatting, enter
Notable Profit
in Name. Click the Measure list, select Profit from Visualization Columns. - In the condition, select greater than (>) and in Target and enter
200000
. - Click Format and click in the color scale to select a color.
This tutorial uses #7ff80e, a light bright green.
- Click Save.
- Click Properties . In Properties, click Values .
- Under Profit in the Condition Formatting group, click None in the Apply To row, select Product Category Total and Row Grand Total. If selected, remove the check from Data.
Oracle Analytics updates the table by applying conditional formatting to profit data that matches the defined rule.
Modify the Conditional Formatting and Visualization
In this section, you change the visualization type and modify the conditional formatting rule.
- In the table visualization, click Change Visualization Type and click Pivot .
- Click Manage Conditional Formatting Rules . In Conditional Formatting, click Format .
- In Format, click a color block such as the lilac color, #9e7fcc.
- Click Font. In the Font Type list, click Auto and select Tahoma. In the Font Size list, click Auto and select 16.
- Click B for bold and click OK. In Conditional Formatting, click Save.
Learn More
Apply Conditional Formatting to Subtotals and Grand Totals in Oracle Analytics
F98150-01
July 2024
Learn how to apply conditional formatting to totals and subtotals in table and pivot visualizations in Oracle Analytics.
This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws. Except as expressly permitted in your license agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit, perform, publish, or display any part, in any form, or by any means. Reverse engineering, disassembly, or decompilation of this software, unless required by law for interoperability, is prohibited.
If this is software or related documentation that is delivered to the U.S. Government or anyone licensing it on behalf of the U.S. Government, then the following notice is applicable:
U.S. GOVERNMENT END USERS: Oracle programs (including any operating system, integrated software, any programs embedded, installed or activated on delivered hardware, and modifications of such programs) and Oracle computer documentation or other Oracle data delivered to or accessed by U.S. Government end users are "commercial computer software" or "commercial computer software documentation" pursuant to the applicable Federal Acquisition Regulation and agency-specific supplemental regulations. As such, the use, reproduction, duplication, release, display, disclosure, modification, preparation of derivative works, and/or adaptation of i) Oracle programs (including any operating system, integrated software, any programs embedded, installed or activated on delivered hardware, and modifications of such programs), ii) Oracle computer documentation and/or iii) other Oracle data, is subject to the rights and limitations specified in the license contained in the applicable contract. The terms governing the U.S. Government's use of Oracle cloud services are defined by the applicable contract for such services. No other rights are granted to the U.S. Government.
This software or hardware is developed for general use in a variety of information management applications. It is not developed or intended for use in any inherently dangerous applications, including applications that may create a risk of personal injury. If you use this software or hardware in dangerous applications, then you shall be responsible to take all appropriate fail-safe, backup, redundancy, and other measures to ensure its safe use. Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of this software or hardware in dangerous applications.
Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners.
Intel and Intel Inside are trademarks or registered trademarks of Intel Corporation. All SPARC trademarks are used under license and are trademarks or registered trademarks of SPARC International, Inc. AMD, Epyc, and the AMD logo are trademarks or registered trademarks of Advanced Micro Devices. UNIX is a registered trademark of The Open Group.
This software or hardware and documentation may provide access to or information about content, products, and services from third parties. Oracle Corporation and its affiliates are not responsible for and expressly disclaim all warranties of any kind with respect to third-party content, products, and services unless otherwise set forth in an applicable agreement between you and Oracle. Oracle Corporation and its affiliates will not be responsible for any loss, costs, or damages incurred due to your access to or use of third-party content, products, or services, except as set forth in an applicable agreement between you and Oracle.