Pivot Coloring Rules

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Introduction

Pivot coloring rules allow you to change the color, background, and make text bold for values in a pivot based on the value. For example, in the following view we highlight values that are below 500 in red and values below 520 in pale orange. In this example, values that meet our target (520 or higher) are not highlighted.

Coloring rule1.png

Creating or Editing a Coloring Rule

You define a coloring rule for a value field. If your pivot has more than one value field, for example Count and Amount, you can define a coloring rule separately for each field. To create or edit a coloring rule, click on any value cell and select "Create coloring rule", or "Edit coloring rule" for editing an existing coloring rule.

Coloring rule2.png

The Coloring Rule Dialog

A coloring rule is defined using bins (ranges or values). In our example, we define two bins, one for values lower than 500 and one for values between 500 and 520.

Coloring rule3.png

For each bin, click the "Color" button to define one of three options:

  • Background color - the cell will have this background color for values that fall in this bin
  • Text color - the text will be displayed in this color for values that fall in this bin
  • Bold font (or Normal font) - the text will be bold (or normal) for values that fall in this bin

You can select colors from a predefined palette, select a custom color using the color picker, or enter a color hex value directly into the color picker.

Use the "Add Bin" button to add additional bins.

Use "Bin Boundary" to determine whether bins include their lower/upper bounds. The first bin always includes its lower boundary and the last bin always includes its upper boundary.

Coloring Rules and Mashup Views

A mashup view inherits coloring rules from its input views and can also have coloring rules for mashup calculations.

If multiple input views have coloring rules for the same value field, the first input to have a coloring rule wins.

You can create and edit coloring rules for a mashup just like you do for any pivot view by clicking on a pivot cell and selecting "Create coloring role" or "Edit coloring rule". The rule will be attached to the first input view that has this field.