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One way I have been able to accomplish something like this is if my "brand partners" are in my series, I hide the legend and adjust the hover text properties to not show the names. I also disable drilling so they can't get to the raw data, and since you are embedding, they wouldn't have access to the dataset in the data center.

I used Segments to color a specific customer a particular color. In your scenario, you might need to do something more dynamic to highlight the proper customer, but hopefully this gives you some ideas.

CASE WHEN `Actual 1` IS NULL THEN
  —- If Initial is blank = On-Time
  CASE WHEN `Initial 1` IS NULL THEN 'On-Time'
  —- If Adjusted <= 25 days after Initial (or earlier than Initial) = On-Time.
  WHEN `Adjusted 1` <= DATE_ADD(`Initial 1`, interval 25 day) then 'On-Time'
  —- > 25 days = Overdue
  WHEN `Adjusted 1` > DATE_SUB(`Initial 1`, interval 25 day) then 'Overdue'
  —- If no Adjusted, & Initial > 25 days in the past = Overdue
  WHEN Adjusted 1` IS NULL AND `Initial 1` > DATE_SUB(CURDATE(), interval 25 day) then 'Overdue'
  —- If Adjusted > 25 days in the past = Overdue  
  WHEN Adjusted 1` > DATE_SUB(CURDATE(), interval 25 day) then 'Overdue'
  ELSE 'Unknown'
  END
ELSE
  'Has Actual'
END

You can have multiple WHEN clauses as part of your CASE statement and even nest case statements. The case statement will early terminate the evaluation as soon as it finds a true condition.

This is just for your date 1 field but feel free to tweak it as needed.

Wow, that reply was incredibly fast!!! And it works; thank you so much; I didn't realize it would be that simple!

Hi @PJG you could do something like this:

case 
  when Actual Costs < Planned Costs*1.01 AND Actual Costs - Planned Costs > 20000 then 'Over Budget'
  when Actual Costs > Planned Costs*1.01 AND Actual Costs - Planned Costs > 5000 then 'Over Budget'
  else 'Under Budget'
end