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Multiple Conditional Formats for 1 Line Item

stuart_bradford

I want to show 2 types of conditional formatting for 1 line item, 1 for the children and 1 for the parent. Is this possible? Eg i have 10 questions scoring 1-5 (1 being red – 5 being green), with a total score 10 – 50 (10 being red – 50 being green)

Accepted answers

PrevContributor

Stuart

Try the following and see if it suits your needs:

1) Line Items
    Score (as you have it)
    Max (number, summary = "Sum", formula = 5)
    Ratio (number, summary = "formula", formula = "Score / Max")

2) Conditional formatting
    Line Item to format = "Score"
    Based on the value from = "Ratio"

Should look something like the attached images.

Question_scores_with_conditional_formatting_1686.PNG

All comments

stuart_bradford

Technically you can only have 1 conditional format rule per line item so you would need 2 line items – 1 for single question conditional format (1-5), another for total questions conditional format (10-50)
See how the total in the first line item is green as it is over 5, yet in the total format its red as its less than the mid point of 30

Anaplan_2015-07-20_16-07-12_1683.png

stuart_bradford

You can however publish the 2 line items to a dashboard and make them appear as 1 line item by only showing the required children from 1 line item and parent from the other line item

Pivot so line items are in rows with the question list

Anaplan_2015-07-20_16-11-32_1684.png

Anaplan_2015-07-20_16-12-32_1684.png

stuart_bradford

Then change the width of the line item to 6 (which is the smallest Anaplan will allow)

The module in the dashboard now appears to only contain 1 line item

Anaplan_2015-07-20_16-15-54_1685.png

Anaplan_2015-07-20_16-15-02_1685.png

PrevContributor

Question_scores_with_conditional_formatting_1686.PNG

stuart_bradford

[quote=Duncan Turner]Stuart

Try the following and see if it suits your needs:

1) Line Items
    Score (as you have it)
    Max (number, summary = "Sum", formula = 5)
    Ratio (number, summary = "formula", formula = "Score / Max")

2) Conditional formatting
    Line Item to format = "Score"
    Based on the value from = "Ratio"

Should look something like the attached images.[/quote]
Thanks Duncan - I like that logic, so you create a ratio that shows how close the score is to the max/min at each level in the hierarchy and apply the conditional format to the ratio rather than the score

PrevContributor

Correct - the total score is a sum whereas you need to format it based on its weighted average (ratio).

An even simpler method occurs to me now I describe it as "weighted average":

1) Line Items
    Score (as you have it)
    Average (number, summary = "Average", formula = "Score")

2) Conditional formatting
    Line Item to format = "Score"
    Based on the value from = "Average"

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