Introduction
In this article, we will try to learn how to apply conditional formatting on a specific data-field of an OTBI Analysis. We would make this a little more exciting by adding images and colors also to make the report more eye-catching and attractive.
We would create a very simple OTBI Analysis, which will have details like
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Legal Employer Name
-
Country
-
Location Name
-
Head Count
-
Full-Time Equivalent
-
Assignment Count
-
Resource Utilization Factor
Note: Resource Utilization Factor is a derived column calculated as Full-Time Equivalent / Head Count
In this example, we would use a conditional formatting feature on Resource Utilization Factor such that:
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If Resource Utilization Factor is less than 1 ( we would highlight the value on the field in Red Color and Add an image representing some sort of Danger / Error
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If Resource Utilization Factor is equal to 1 ( we would highlight the value on the field in Blue and Add an image representing Warning)
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If Resource Utilization Factor is greater than 1 (we would highlight the value on the field in Green and Add an image of a tick-mark.
So let’s get started then.
Creating OTBI Analysis
As a first step, we would need to login into application with appropriate login credentials and navigate to the ‘Reports and Analytics’ link
Once you click on this, you would reach the following page:
A Mouse Click on the icon (Open Book) as shown above would take you to the following screen:
Next, we should create a new analysis by choosing the ‘Analysis’ option under the New menu.
This would open up a list of Subject Area wherefrom we need to choose the one we are interested in
For this example we would choose ‘Workforce Management – Worker Assignment Real Time’ Subject Area
Next, we need to choose the Data-Fields from the subject area.
Prompt / Label |
Data Source |
Name |
"Legal Employer"."Name" |
Country |
"Location"."Country" |
Location Name |
"Location"."Worker Location Name" |
Head Count |
"Worker Assignment"."Head Count" |
Full-Time Equivalent |
"Worker Assignment"."Full-Time Equivalent" |
Assignment Count |
"Worker Assignment"."Assignment Count" |
Resource Utilization Factor |
"Worker Assignment"."Full-Time Equivalent" / "Worker Assignment"."Assignment Count" |
And, this is how the Application Screen should appear as below:
Conditional Formatting
We would apply conditional formatting on ‘Resource Utilization Factor’
When we move to the conditional format tab
And now the results section
Which is in perfect sync with our setup.
This is how we can use conditional formatting feature and make use of colors and images to make the reports more attractive, eye-catchy and most important of all self-explanatory.
Hope this is useful.
Comments
Its very well written; I love what youve got to say. But maybe you could a little
more in the way of content so people could connect with it
better. Youve got an awful lot of text for only having one or 2 images.
Maybe you could space it out better?
I've saved as a favorite for later!
as I found this piece of writing at this site.
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