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Color-coding the appearance of data series

Updated on October 29, 2021

Enhance data analysis by bringing essential data series into focus. For example, in the insight that presents monthly sales, you can color columns with values that are higher than a specified value to make that data stand out.

You can customize the look of each data series within your chart-based insight by using conditional formatting.
Note: If you specify multiple conditions and the specific data series meets criteria for more than one condition, then the system uses the condition that is at the top of the list.
  1. In the navigation pane of your application, click Explore Data.
  2. In the Insights section, in the Name column, click the insight that you want to modify.
  3. In the upper-right corner of the insight, click Edit.
  4. On the Chart tab, in the Conditional formatting section, click Add condition.
  5. In the Add condition dialog box, define the color conditions for specific data series by building a logical expression, and then selecting a color.
    For example: For the Sales data series, to color each column whose value equals 50,000, select the is equal to operator, and then enter 50000.
  6. Click Submit.
  7. In the upper-right corner of the insight, click Save insight.
For example: The following insight presents sales and profits that a company generates in every state. The visualization shows how to customize the sales data series to feature the columns whose value is greater than or equal to 50,000.
Applying conditional formatting to the specific data series
Chart-based insight with customized data series that emphasize the most relevant pieces of information.

Tags

Pega Platform 8.7 Reporting

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