Advanced Thresholds Editor for documents and reports

You can format data in a report or in a grid in a document using the Advanced Thresholds Editor. This provides the flexibility to personalize your reports and documents based on an attribute or metric qualification. For example, if you want all revenue values over $40,000 in a report formatted in a red, Arial font, you can create and format a threshold for that range. On the same report, you can have all revenue values below $10,000 appear as an image of an arrow pointing down.

For an introduction and full steps to create thresholds in reports, see the Formatting a Report chapter in the Basic Reporting Guide. For an introduction and full steps to create thresholds in documents (called conditional formatting), see the Formatting Documents chapter in the Document Creation Guide.

The toolbar

The toolbar at the top of the Advanced Thresholds Editor contains:

A drop-down list (at the far left) containing the names of all the metrics in the report or document. To view the thresholds defined for a specific metric, select the name of the metric from the drop-down list. Any thresholds that are already defined for the metric are listed below the toolbar. To create a threshold for a metric with no thresholds defined, click Click here to add a new threshold, then specify the attribute or metric qualification to use to format data.
New Add New Threshold icon: Create a new threshold. The new threshold is added to the list below the toolbar.
Copy Copy icon: Copy the selected threshold.
Paste Paste icon: Paste a copied threshold to the bottom of the list displayed below the toolbar. You can then edit the threshold to suit your needs.
Delete Threshold Delete Threshold icon: Delete the selected threshold.
Delete All Thresholds Delete All Thresholds icon: Delete all the thresholds for the metric currently selected in the toolbar.
Move Up Move Up icon and Move Down Move Down icon: Re-order the thresholds in the list below the toolbar.
Add Condition Add Condition icon: Add another qualification to the selected threshold.
Clear Conditions Clear Conditions icon: Remove all qualifications from the selected threshold.
Cell Formatting Cell Formatting icon: Change the formatting that is applied when the threshold condition is met. To format the threshold values by adjusting the font, color, alignment, and other options, make the appropriate selections within the Font, Number, Alignment, and Color and Lines tabs. See Format dialog box for more information on the options available.
Enable Thresholds on Graph Enable Thresholds on Graph icon: Determine whether to apply a specified background color to graph reports in which thresholds are met.
Format Metric Only Format Metric Only icon: Select this option to apply formatting only to the metric values that meet the threshold conditions. This option is selected by default.
Format Subtotals Only Format Subtotals Only icon: Select this option to apply formatting only to metric subtotal values that meet the threshold conditions.
Format Metric and Subtotals Format Metric and Subtotals icon: Select this option to apply formatting to both metric values and subtotals that meet the threshold conditions.
Create Email Alert Create Email Alert icon: Select this option to create an email alert based on the selected threshold. The Alerts Editor opens. For detailed steps to create an email alert, see the Formatting a Report chapter in the Basic Reporting Guide. This option is only available for reports.
Create Mobile Alert Create Mobile Alert icon: Select this option to create a mobile alert based on the selected threshold. The Alerts Editor opens. For detailed steps to create a mobile alert, see the Formatting a Report chapter in the Basic Reporting Guide. This option is only available for reports.

List of thresholds

The middle area of the Advanced Thresholds Editor lists all the thresholds applied to the metric selected in the toolbar, as well as any qualifications defined for them. Each threshold is displayed in a box that contains:

A link that displays a description of the threshold. You can click the link to edit the threshold.
A preview pane to the right of the threshold. The text displayed in this pane provides a preview of the formatting that will be applied to data that meets the threshold's qualification.

In addition, the following option is available:

Allow user to toggle report/GridGraph thresholds on and off: Determine whether to allow users to toggle threshold formatting on and off using the Toggle Threshold icon Toggle Conditional Formatting icon in the toolbar of the report or document.

Related topic

Visual Threshold Editor