Coloring Rules for multilevel pivot report
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
10-27-2022 07:28 AM
Hello,
Below is a screenshot of the coloring format I am trying to replicate.
The coloring scheme indicates where the value is from the target.
Green = less than target
Red = Greater than target
Because I have a moving target based on the SLA Definition, I cannot figure out how to filter the colors with 2 conditions. 1st being the target, 2nd being SLA Definition.
I am successful on filtering based on the target, but the 2nd level is where I am stuck.
thanks,
Jake
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
10-27-2022 07:47 AM
Can you provide a little more clarity on what you are trying to accomplish and how/from where? My initial thought without additional information is that you should just be able to filter SLA Definition with [SLA Definition][CONTAINS][resolution].
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
10-27-2022 08:06 AM - edited 10-27-2022 08:07 AM
Hi Claude,
Thanks for the reply.
So, I am trying to accomplish this for a report. My table type is multilevel pivot. On the style tab there is a "edit coloring rule" this will bring up the multilevel pivot rule table where I can create the conditions needed for coloring. The OOTB solution gives me the ability to add a color scheme to the value being compared against the aggregated score. In my instance that is the value (aggregated score) against the target value.
For example, from above - I can set value 1 at 240 (target for P1). This will then mark everything at or below 240 on my pivot table green. BUT now that means my other rows, P2, P3, etc. will show red but those targets are much higher than 240 so they need to be green.
I need the colors to identify the target value for each SLA Definition.
I hope this helps some, please let me know if I need to explain something in more detail.
thanks,
Jake
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
10-28-2022 07:54 AM
Just taking a look at the documentation for these rules, I don't think you would be able to accomplish what you are trying to do using the OOB method, and I'm not entirely sure how to accomplish this via a client script of some kind right now. I'll really need to take a look. Unfortunately, I won't be able to do much for a few days due to a wedding I'm attending.
One thought I have is creating a UI Page instead of the report. On the UI Page, you would have full control over generating the table and determining styles versus the restricted Reports UI. You could do all the customization you want that way.
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
10-28-2022 08:00 AM
No rush on this, it's one of those "nice to have" features for our KPI's. I appreciate the help so far.
I have not used the UI Page before but will take a look!
thanks!
Jake