Add Thresholds as Conditional Formatting to Highlight Data

You can use custom formatting options to highlight data information such as low sales in an area.

Context

Use thresholds to compare measures to a fixed range or to other measure. You can create thresholds and assign styles and colors to it.

Procedure

In the side navigation in your ad-hoc analysis open the Styling panel and choose (Create Threshold) in the Conditional Formating section.
In the Create Threshold dialog perform the following steps:
1. Optional: Enter a name for your threshold (by overwriting the default name).
2. Choose the account or measure you want to create the threshold for.
  Note
  - Depending on the model/data source of your analysis either Account or Measure is displayed
  - For universal account models you can specify a measure or a list of measures in the Measure field.
  - For SAP BW two structures queries you can specify a structure member or multiple structure members in the Structure field.
  - A theshold is defined on a specific hierarchy in an account dimension. If you have multiple hierarchies in an account dimension, you will need to create different thresholds for each hierarchy.
3. Under Based On choose a comparison option:
  - Number Range
  - Compare to Measure
4. Under Ranges, set a lower bound and an upper bound for your range. As you type your values for the upper and lower bounds, you will see a warning appear if the value does not fall within the range. For example, a lower bound cannot be larger than the upper bound.
  To add another range, select Add Range.
  Note
  
  You can use as many or as few ranges as you like, and you can change the label names and colors.
  
  When you add ranges, the displayed icons and labels will keep cycling through the default choices. This can be modified as you wish. You can change the icon or label for your range.
  
  You do not need to set both an upper and a lower bound if you have only one range. When you add more ranges, you can leave either the upper or lower bound empty.
5. Under Style you can choose any style from the following options:
  - Color values
  - Color Background
  - Color Background (non-Transparent)
  - Color Background (Without Vlaues
  - Symbol
6. Under the Filters section, choose a dimension in the Select Dimension dropdown box to add filters based on this dimension.
  
  After you have selected a dimension from the dropdown, the filter dialog for dimension members is displayed, where you can select one or more members. The threshold will only be applied to the selected dimensions members related to the chosen overarching measure. This will create a filter token below the Filters section for each dimension
  Note
  
  If there is no dimension in the model, the Filters section won't be displayed.
Click OK.

Results

You have created one or more thresholds that are displayed in the table with the respective style you have selected.

Next Steps

Once you have created a threshold, the threshold card is added to the Conditional Formatting section and set active by default. For each treshold you have the following options to work with:

Edit

You can edit an existing treshold by choosing (Edith Threshold). This opens the Edith Threshold dialog where you can edit every option except the selected measure.
Delete

By choosing (Delete) the threshold is deleted. To revert the deletion choose (Undo) in the toolbar.
Activate or Deactivate
If you activate a threshold it will be checked if the threshold overlaps with any other threshold. If so, the other thresholds will be deactivated. We consider that two thresholds are overlapping if they are affecting the same measure with no filters, if they have filters on different dimensions or if the filter on the same dimension is overlapping.
Note
The following rules apply for activating and deactivating thresholds:
- All newly added threshold will be added as active.
- After editing a threshold it keeps the state: If it was active it stays active, if it was deactivated it stays deactivated.
- When you open a model in data analyzer the first time, the activation depends on the model:
  
  For SAP BW the default setting for thresholds is kept as defined in the query
  
  For other models and SAP HANA the default is not active
- If you activate a threshold, it will be checked if this threshold overlaps with any other. If so the other threshold is then be deactivated. We consider that two thresholds overlap if they are affecting the same measure with no filters, if they have filters on different dimensions or if the filter on the same dimension is overlapping
- The following applies for model-defined SAP BW exceptions:
  
  SAP BW exceptions are not taken into accout to check overlapping either when they are activated or other thresholds are activated.
- If model-defined SAP BW exceptions are affecting the same cells like the thresholds created in data analyzer, the exception formatting has higher priority and will be displayed.
For more information, see 3352673 .