Wednesday, 28 September 2016

Conditionally Formatting Cell Background Color

Problem

How to format cell background color based on a KPI (key progress indicator).

Answer

This article expands on the steps for creating key progress indicators, adding information for formatting the cell background color based on the indicator value.

Step 1: Create a KPI 

Create a KPI view using the steps provided in Creating Key Progress Indicators (KPIs).
You can also download the attached sample workbook to see the finished result.

Step 2: Set up conditional background color

  1. Drag the KPI field to Color on the Marks card.
  2. Change the mark type to Bar.
  3. (Optional) Click the arrow in the upper-right corner of the Color legend, select Edit Colors, and select the color palette you want.
  4. Drag Number of Records to Size on the Marks card.
  5. Click the arrow in the upper-right corner of SUM(Number of Records), select Measure (Sum) > Minimum
  6. Adjust mark size as desired. See Size Properties for more information.
  7. (Optional) Hide the Number of Record Card. 

To view these steps in action, see the video below:

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