Apply color rules based on one column's values to other columns

jorgy
jorgy Member
edited November 21 in Analyzer Ideas

There are so many use cases where this would be applicable. I am seeing a number of other discussions about this, but not any that are actually in the Idea Exchange. So I am posting it here just in case. If it already exists, someone please let me know and I will upvote that one.

3
3 votes

Comments

  • I am not sure I understand the request. Color rules are by column unless the box is checked to apply to row. You can make multiple columns react to the same formula. Can you elaborate?

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  • @ArborRose, I updated the title of my idea to be a little more descriptive. I can link this discussion where another user (@Kyle McMahon) is also describing what I am referring to and there is some existing comments about how it is currently not possible:

    Here are a couple specific scenarios I currently have, but I know there are many more:

    1. I have a mega table where each line represents an item. I want a numeric column (dollars) to be color coded based on a different text column's values (item type). Currently, I have to apply the color coding to the entire table row, and then apply a "white" color rule to every other column in the table to "overwrite" all the other columns that I don't actually want that color coding applied to. There are also two caveats to this cumbersome workaround:
      1. I can only utilize it once within the table, because if I apply a different color rule to the entire table row as well, it overwrites the first one.
      2. Even though there is a priority order to applying color rules as they can overwrite each other like in this scenario, I can't conveniently click and drag to change the order of the color rules once they are set. I would reset every single color rule one-by-one in order to assert a color rule into the priority spot that I need it.
    2. In single value chart, I want to apply RAG color values to a numeric column (seconds) but I need to format the column into a legible value that displays in minutes and seconds (for example: 1 minute 7 seconds). I can create that calc, but now the color rules I have based on the numeric "seconds" column do not apply to my formatted, calc column, since it is now a text value and not numeric. And I cannot apply color rules using numeric ranges to the text value that will dynamically change.

  • Thank you for the additional information.

    We need the ability to apply color rules to specific columns based on the values in a different column.

    1. Column-Specific Conditional Formatting Based on Another Column:
      • Allow numeric or text columns to be color-coded based on the values of another column. For example:
        • In a mega table, color-code a numeric column (e.g., "Dollars") based on the value of a text column (e.g., "Item Type") without applying the rule to the entire row.
    2. Overlapping Color Rules with Adjustable Priorities:
      • Enable multiple color rules to overlap without fully overriding each other and allow users to reorder the priority of these rules via a drag-and-drop interface.
    3. Numeric-Based Color Rules for Formatted Text Columns:
      • Extend the ability to apply numeric-based color rules to formatted text values. For example:
        • A calculated field that converts seconds into a "minutes" format should still support color rules based on numeric thresholds from the underlying data.

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  • Yes, those 3 points are a perfect summary. Thank you!