Multiple Conditional Formats for 1 Line Item

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)

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Best Answer

  • 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.

Answers

  • 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
  • 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
  • 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
  • [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
  • 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"