Applying conditional formatting in KPI card widget

Conditional formatting in Bold BI allows you to visually emphasize key performance indicators (KPIs) on your dashboard by changing colors, font styles, or even adding images based on certain conditions. This can help users quickly identify when a metric is above or below a target value or within a specific range. Here’s how to apply conditional formatting to a KPI card widget in Bold BI:

Step-by-Step Guide to Conditional Formatting for KPI Cards

1. Add a KPI Card Widget:
   Begin by adding a KPI card widget to your dashboard. You can do this by dragging and dropping the KPI card widget from the widget panel onto your dashboard canvas.

2. Bind the Fields:
   Bind the necessary field to the Actual and Target sections of the KPI card widget. This will define the data that your KPI card will display and compare against.

3. Enable Advanced Settings:
   Navigate to the Card widget properties. Look for the option labeled “Advanced Settings” and enable it. This will allow you to access additional formatting options for your KPI card.

4. Open Conditional Formatting Dialogue:
   With Advanced Settings enabled, the conditional formatting dialogue will appear. This is where you can set up the rules and styles for your conditional formatting.

5. Choose the Field:
   In the conditional formatting dialogue, select the field you want to base your formatting on from the “Based On” drop-down menu.

6. Set the Conditions:
   Define the conditions for your formatting. For example, you can add conditions such as “<=40” to apply a certain style when the value is less than or equal to 40, and “>40” for when the value is greater.

7. Customize Styles and Colors:
   Customize the font styles, foreground, and background colors according to the conditions you’ve set. You can also add foreground and background images if desired to enhance the visual impact.
   

   

8. Save and Apply:
   Once you have configured your conditional formatting, save the changes. The KPI card on your dashboard will now reflect these styles based on the real-time data and the conditions you’ve specified.

By following these steps, you can effectively use conditional formatting to make your KPI cards more informative and visually appealing, allowing for quicker data analysis and decision-making.

Additional References

For more detailed information and advanced options for using conditional formatting in Bold BI, please refer to the following resources:

1. How to configure KPI card
2. How to Apply Conditional Formatting in KPI card