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

Ranges are sets of values that can be evaluated and have an icon assigned to them. Depending on the number of ranges being used, several different icon sets are available. For example, a 3 range set could include all percents above 67, all percents between 33 and 67, and all percents below 33. For this set of ranges, you could select a 3 Range set to show above 67 percent with a green up arrow, between 33 and 67 percent with a yellow hyphen, and below 33 percent with a red down arrow.

To format values according the required condition using Icon Ranges:

  1. Click the data item menu button, select Add Format Rule | Icon Ranges and select the required icon set.
    1. The Range Set dialog box is displayed, containing the set of value ranges and corresponding icons. The Grid dashboard item on the right displays the default formatting applied using the predefined set of 3 icons.

    This dialog allows you to change the following options specific to Icon Ranges.

    • The Format Style drop-down list allows you to change the entire icon set used for the rule.

    • The Use % ranges option specifies whether percentages or specified values are used to generate ranges. If selected, percents will be assigned for the range values. If not selected, you will need to specify values for each range.

      Note:

      The Use % ranges option is not available for date-time dimensions.

  2. To change the icon displayed for values corresponding to the specified range, click the drop-down arrow next to the required icon and select a new icon.Select No Style to specify that the range should have no icon.
  3. Change range boundaries by specifying the required values by clicking on the value and typing in the desired range boundary.
    Note:

    A new value should fall into a range between corresponding values of the previous and next range.

  4. To change the comparison logic for the required range, click the comparison sign and select the required option.

    The > =(greater or equal to) sign indicated that the range includes the smallest value of the current interval while the >(greater) sign indicates that the range excludes the smallest value from the current interval and includes it in the next interval.

  5. Use the Add and Delete buttons to add new ranges or delete the selected range, respectively. The new range is added below the selected range.
  6. Use the Reverse button to reverse the order of icons corresponding to different ranges.