Creating a Format Rule - Reporting Dashboards - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - external

Reporting Dashboards
Platform
OnBase
Product
Reporting Dashboards
Release
Foundation 23.1
License

Rules are used to apply formatting according to a required condition. To create a rule:

  1. Choose a measure or dimension to use when calculating a format condition.
  2. Click the drop-down arrow next to the measure or dimension menu button, select Add Format Rule and choose the condition. One of several different dialog boxes, depending on the selected format condition and the type of the dashboard item, is displayed. For instance, the image below displays the Greater Than dialog corresponding to the Value format condition for the Grid dashboard item.

    In this dialog, specify settings specific for the selected condition (for instance, specify a value to compare with dimension/measure values).

  3. Specify appearance settings applied to elements whose values meet the specified condition. For more information, see Specifying Appearance Settings.
  4. Specify the data item and its values to which conditional formatting is applied using the Apply to drop-down list. Thus, you can create a format rule for one data item and apply new appearance settings to the other data item. You can also create format rules for hidden measures and apply formatting to values of visible data items.
    Note:

    Different dashboard items can provide additional options for creating a new format rule. To learn more, refer to documentation for the dashboard item.