The dashboard builder uses rulesets to set up conditions for modifying the appearance of widgets according to the data they contain. Rulesets can be reused across widgets, aren’t limited to one field, and can have icons as well as colours.
You can use rulesets to apply conditional formatting to the following widgets:
- Tile widget: use the Conditional Formatting properties on the tile sidebar to choose which ruleset should be applied to the tile.
- Table widget: from the Columns properties, open the Advanced settings for each series you’ve added as a column to the table and enable conditional formatting to choose which ruleset should be applied to the column.
- Aggregation table widget: from the Columns properties, open the Advanced settings for each series you’ve added as a column to the aggregation table and enable conditional formatting to choose which ruleset should be applied to the column.
- Matrix widget: use the Values properties to enable conditional formatting for the matrix widget, then choose which ruleset should be applied to the matrix contents.
Use the Rulesets tab to create, edit and manage your rulesets.
Each ruleset can contain as many rules as you need. A ruleset uses a single data type which corresponds with the metrics you want to apply formatting rules to. The available data types are: date, string, number.
For example, if you create a tile widget to display an athlete’s current status (unavailable, available or modified), then you could set up a ruleset which colours the tile based on those status values. To do this, you would add a ruleset that uses the string data type and has three rules, as seen here.
It can sometimes be difficult for people to distinguish and understand information if its colour doesn’t contrast sufficiently with surrounding colours. For example, when you have dark grey text on a black background or pale yellow text on a white background. Depending on how you choose text and icon colours, background colours and conditional formatting colours for components of your dashboards, you can accidentally create a data visualisation which is hard for people to interpret.
For this reason, all widgets which can use conditional formatting have a property to enhance the legibility of information in response to changing background colours. This means that you can set font (and icon) colours and enable conditional formatting without negatively affecting readability.
You can use the legibility feature to improve the accessibility of tiles, table columns, matrix values, matrix summary columns, matrix summary rows, and aggregation table columns.
HOW TO: CREATE A NEW RULESET
- Go to the Rulesets tab
- Use the + button in the sidebar to create a new ruleset
- Give your ruleset a name that describes its purpose
- Choose the data type for your ruleset. The options are:
- Add your first rule using the Create rule button. Each rule has the following components:
- Comparison value
- If your data type is Date, choose a comparison date of today or enter a custom date
- Response colour
- Response icon
- To add more rules, use the Duplicate button
- Use the arrows to order your rules into a logical order. Rules are evaluated by the dashboard from top to bottom.
- When you are happy with your ruleset, use the Dashboard tab to return to editing your dashboard