Advanced Settings for Text Fields in Conditional Formatting
This article provides an overview of advanced settings for text fields, particularly in the context of rule-based conditional formatting. It explains how to apply specific formatting rules to data sets and the implications of using text-based conditions.
Rule-Based Conditional Formatting
Rule-based conditional formatting allows users to define specific rules for how data should be formatted. This feature is particularly useful for highlighting specific values or ranges within a data set.
In the Conditional Formatting window, choose the Rule option to define the conditions for the conditional formatting on the selected column. You can then define your rules based on the values in your data set.
If you have selected the dimension as a based-on field and want to use text condition, the following text-based conditions are available.
If you have selected the measure as a based-on field the following conditions are available.
Understanding the Text Field is displayed as Value in Advanced Settings
In certain scenarios, advanced settings for a text field may display options as Value Field. This behavior is intentional and is designed to maintain data integrity.
Advanced filtering options such as Starts With or Contains are only supported for configured dimension fields. When filters are applied to non-configured columns, the system defaults to value-based conditions (e.g., Greater Than) to prevent inconsistent or misleading results.
Example Scenario
Consider a widget configured with only the Country (Dimension) and Discount (Measure) columns. If an advanced filter like “Starts With ‘M’” is applied to an unconfigured field such as City, the data fetch will include the City column, which may alter the output.
This can lead to duplicated Country values, such as:
India
India
India
This occurs because cities like Mumbai and Maharashtra are factored into the dataset, potentially causing confusion as the output may not align with user expectations.
To mitigate confusion, the logic has been enhanced to show text-based filter options only for explicitly configured columns. If there is a need to apply such conditions to unconfigured fields, users can configure the field in the hidden column section. However, it is important to note that the data may differ based on the applied filter.
Conclusion
Understanding the advanced settings for text fields and the implications of rule-based conditional formatting is crucial for maintaining data integrity and ensuring accurate data representation. Proper configuration of fields and careful application of filters can help avoid confusion and misleading results.
References
Conditional Formatting in Grid
Possible options in grid conditional formatting
