Create a Simple Conditional Palette for a Current Default Chart

You can create a simple conditional palette based on a string data item or a numeric data item. For example, if you want to create a condition to display only Revenues over one million dollars, you can create a numeric condition; whereas, if you want to create a condition to display only product codes with the letter A in them, you can create a string condition.

Procedure

  1. Select the chart series to which you want to apply the conditional palette.
  2. In the Properties pane, under Color & Background, double-click the Conditional Palette property.
  3. Click the new button new icon and click New Condition.
  4. If you want to create a conditional palette based on a string, do the following:
    1. Select the string data item to determine the condition.
    2. In the Type of conditional style list, click String, and click OK.
    3. Click the new button and select how to define the condition:
      • To select more than one individual value, click Select Multiple Values and click the values.
      • To type specific values, click Enter Values and type the values.
      • To specify your own criteria, such as values that begin with the letter A, click Enter String Criteria and specify the condition.
    4. Under Palette Entry, beside the new condition, click the edit button edit button.
    5. Define the palette entry fill type, colors, and angle, and click OK.
  5. If you want to create a conditional palette based on a numeric range, date/time range, interval range, date range, or time range, do the following:
    1. Select a numeric data item to determine the condition.
    2. In the Type of conditional style list, click the type of condition you want to create, and click OK.
    3. Click the new button and type a value to define a threshold.

      The value appears in the Range column, and two ranges are created.

    4. For each range, under Style, click the edit button to define the palette entry fill type, colors, and angle, and then click OK.
    5. Repeat the previous substeps to add other conditions.
      Tip: Under Style, pause the pointer over each range range bracket graphic to see the condition produced for that range.
    6. If you want to use the default palette for the lowest range instead of specifying a conditional palette select the Use default palette for lowest range check box.
    7. To move a value above or below a threshold, click the arrow button move value above threshold icon next to the value.

      For example, you insert a threshold value of five million. By default, the ranges are less than or equal to five million and greater than five million. Moving the five million value above the threshold changes the ranges to less than five million and greater than or equal to five million.

  6. To customize the label for a conditional palette, do the following:
    1. Click Label beside the palette entry.
    2. In the Conditional Palette Entry Label dialog box, click Specified text and click the ellipsis button.
    3. Type the default label text in the Label text box.
    4. To add customized labels for other languages, click the add button add button, select the other languages, and click the language to define the customized label for that language.
  7. Specify the order in which to evaluate the conditions by clicking a condition and then clicking the move up or move down arrow.

    Conditions are evaluated from top to bottom, and the first condition that is met is applied.