Wednesday 12 August 2015

Color formatting along with text , color , KPI and shape for more than one measure

Say you have 7 or more measures and you need to show the KPI indicators along with the text values. This is a kind of challenge we faced
In order to successfully implement this scenario.

Here are the steps we followed in order to achieve it. We chose Dual axis method for this scenario.
For the time being i am showing it for one measure, you can do it for all of them in the same way.

1. Create two  calculated fields name it as ‘Color’ and ‘Color text’ respectively with value as 1.
2. Drag Color and Color text fields to Column shelf
3. By default it will be aggregated as SUM. So, Change it to Attribute.
4. Right Click on Color Text and make it as Dual Axis.(if you want you can also chose the               shapes instead of the default Abc text.
5. Now Create one more calculated field  say KPI-Sales to define the KPI values for each               measure.(Green > 50k, Red <10k, Yellow <30, like that).
6. When you see marks shelf you will notice the columns ATTR(Color) and ATTR(Color text).
7. Click on the Color Text 
8. Drag the calculated field KPI-Sales to the color shelf and assign/map the colors              
        accordingly.
9. Drag the measure (Sales) to the label shelf.
10. You will be able to see the Color and text for the Measure in your view.
11. Now you need to do the formatting of the name, fonts, column colors etc..
12. That’s all guys .. 

Enjoy :)