This recipe covers how to create a custom Advanced Analytics report using conditional color formatting for Project Status.
What's needed
- Skill level: Beginner
- Time needed: 10 minutes
- Permission profile required: Designer (See Getting Started with Advanced Analytics)
- Data required: Project Status
Creating the report in Advanced Analytics
- In Advanced Analytics, open or create a Dashboard where you want to add the new widget.
- In the dashboard, under New Widget click on '+ Select Data' to open the data browser.
- In the Add a Field window, search for 'Project Name'.
- Click on the purple '+' button once more to add additional data and search for 'Project Status Color'.
- In the Visualization settings, select the 'Pivot' chart type icon to adjust the report display to achieve cleaner, more transparent view of the data.
- Click on Advanced Configuration at the lower left of the dashboard.
- Click '+' next to Values in the left side panel.
- In the 'Add a Field' window, enter 'Project Status Color' and click to select it.
- In the left side panel under Values, click the pencil icon to open the formula editor.
- In the top part of the new window, replace the formula by the one below.
SUM(
1*(COUNT([Project Status Color]),[Project Status Color1])
+
2*(COUNT([Project Status Color]),[Project Status Color2])
+
3*(COUNT([Project Status Color]),[Project Status Color3])
) - In the formula, hover the mouse over [Project Status Color1] and click. Choose Edit Filter, select Amber, and click OK. Do the same with the two other colour filters: select Green for [Project Status Color2], then select Red for [Project Status Color3].
- In the left side panel, under Values, click the white box for 'Change values colors'.
- In the Formula > Color window, select Conditional.
- In the first condition row, change the operand to '='.
- Enter the value '1' in the field to the right.
- Click the color swatch to open the color selector and select yellow.
- In the next condition row, change the operand to '='.
- Enter the value '2' in the field to the right.
- Click the color swatch to open the color selector and select green.
- At the top of the window, click '+Add condition' to add a third row.
- Change the operand to '='.
- Enter the value '3' in the field to the right.
- Click the color swatch to open the color selector and select red.
- Click OK.
- Your Formula column will now appear shaded by the color that corresponds to the project's status color.
- Click Apply.
- Your dashboard is now ready to view.
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