Creating a conditional format or threshold based on a single metric

You can easily define conditional formats and thresholds based on a single metric. You can use the thumb in the horizontal slider bar to specify range-based conditions for your data such as greater than, less than, between, and so on.

For example, if you want all revenue values over $40,000 formatted in red, with an Arial font, you can create and format a simple threshold for that range. On the same report, you can have all revenue values below $10,000 appear as an image of an arrow pointing down.

To create a conditional format or threshold based on an attribute, see Creating a conditional format or threshold based on multiple metrics or attributes.

You can create alerts to have the software notify users with an email or text message when a metric or attribute on a report meets a specific threshold condition. For information to create mobile or email alerts, see the Basic Reporting Guide.

You can also create a conditional metric or threshold based on multiple metrics or attributes. For details, see Creating a conditional format or threshold based on multiple metrics or attributes.

To create a conditional format or threshold based on a single metric

In MicroStrategy Web, open a document in Design or Editable Mode.

Right-click the control to format in the document layout area. Depending on the type of control you select, proceed as follows:

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A report or Grid/Graph: Point to Thresholds and then select Visual. The Visual Threshold Editor opens.

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A text field, image, section, and so on: Point to Conditional Formatting and then select Visual. The Visual Conditional Formatting Editor opens.

To specify the qualifications

Depending on the type of control that you selected above, follow the appropriate steps below:

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For a report or Grid/Graph:

From the Thresholds for drop-down list, select the metric for which to create the threshold. The list includes all the metrics defined for the report.

Click Type, and from the Type drop-down list, select the type of condition you want to use for the threshold. For example, if you want to define Daily Revenue greater than $40,000, select Value from the drop-down list. This ensures that the threshold is based on an actual value, in this case $40,000. If you want to define a threshold for the Top 5% of Daily Revenue, select Highest %.

From the Based on drop-down list, select the metric on which to base the qualification. For example, to ensure that the conditional format highlights Daily Revenue values over $40,000, select Daily Revenue from the drop-down list.

Click the Apply check mark.

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For a text field, image, section, and so on:

From the Based on drop-down list, select the metric on which to base the qualification. For example, to ensure that the threshold highlights Daily Revenue values over $40,000, select Daily Revenue from the drop-down list.

In the Enter Value field, type the number for which you want to define the threshold or conditional format, then click the Apply check mark. Drag the thumb over the horizontal slider bar to adjust the value as necessary.

To add a new condition, click the Add Threshold icon. A thumb is added to the horizontal slider bar. Add a new value in the Enter Value field, or move the thumb to define a value for the condition.

Add and shift additional thumbs as necessary. For example, if you want a threshold to display blue font for all values above one million, and green font for all values below 20,000, you must have two thumbs on the horizontal slider bar, one representing data greater than one million and another representing data less than 20,000.

To specify the formatting

Do one of the following:

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Drag the cursor over the thumb to format. In the pop-up menu that opens, select the Format icon. The Format dialog box opens.

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Double-click a specific area of the horizontal bar to format that range of values. The Format dialog box opens.

Specify a name for the threshold or conditional format in the Name field.

Depending on the control type you are applying the conditional formatting to, you can replace data with text, an image, a symbol, or hide the control. For a table that lists the conditional formatting available for all control types, see Formatting conditional data in documents. Select the Replace Data check box and select one of the following from the drop-down list:

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Replace text: Replace the normally displayed data with any text you specify. For example, a document shows the financial values of various sales opportunities. For those sales opportunities that have been lost, you might display the word LOST in red, rather than displaying the financial value.

If you select this option, type the text with which to replace the values in the corresponding text field.

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Quick symbol: Replace the normally displayed data with a common symbol. For example, a document shows the financial contribution of various sales groups to overall sales office activity. For the monthly trend column, you can show either a green plus (+) or a red minus (-) symbol to represent positive or negative contribution trends.

If you select this option, select the symbol with which to replace the values from the corresponding drop-down menu.

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Image: Replace the normally displayed data with an image, such as an arrow or a green dot. You can specify the path to the image by typing the address using one of the following:

▫ Absolute path: The default, for example, C:/images/img.jpg

▫ Relative to HTML Document directory: A relative path from the document directory where the image is stored, for example, images/img.jpg

▫ On the network: A path on your local area network, which is in a UNC (Universal Naming Convention) format, for example, //machine_name/shared_folder/img.jpg

▫ On the web: A URL to an image file, for example, http://www.microstrategy.com/images/img.jpg

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Hide: Hide the control. For example, a document shows an image if the number of units sold is less than a specified value. You can hide this image if the units sold is greater than or equal to the target value.

Make selections in the Font, Number, Alignment, and Color and Lines tabs to change the font, color, alignment, and other options to apply to data that meets the defined condition. Click Help for details on all the options. The text sample on the left of the threshold pop-up menu shows an example of the formatting you specified for the threshold or conditional format.

Click OK to apply changes and return to the document. If the Auto-Apply changes check box is selected, your formatted data or control is already visible on your document.