Create Conditional Formatting Rules for Entities
The Conditional Formatting option in Group Structure Visualisation enables you to apply different formatting to entity boxes based on conditions you define.
Note
Conditional Formatting is available to clients with a Professional or Enterprise package. Contact your Customer Success Manager to learn more.
Watch this short video on conditional formatting or continue reading.
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Run a group structure and select Visualisation.
Refer to Run a Group Structure to learn more about how to run a group structure.
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In the Edit Panel, select the Conditional Formatting
tab. -
On the Entities tab inside the Conditional Formatting tab, select Add a rule and select an item from the list such as Country.
Once a condition is selected, the Edit rule panel displays.
Alternatively, use the LIST-TEXT switch at the bottom to open the Text Editor. With the Text Editor, you can quickly create rules and conditions by entering if-then statements. The Text Editor is useful if you want to use custom colours that are not available in the colour palette or when you want to copy and share the rules within your team. You can enter, update, or remove any rules and conditions in the Text Editor. When you're done, use the LIST-TEXT switch again to view the rule you just added in the list view: when you switch back to list view, the system validates the if-then statements you added and lets you know if it finds any errors in them.
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At the top of the Edit rule panel, enter a name for the rule such as UK Public Limited Companies.
By default, the name of the first rule is Rule 1, for the second rule, it's Rule 2 and so on.
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Specify the details for the condition you selected.
For example, for the UK Public Limited Companies rule in this example, select the In list operator and select United Kingdom as country. These selections mean that the rule applies to companies in the UK. To learn more about how the different operator options work, refer to Operators.
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(Optional) To add another condition to the rule, select Add a condition and choose an attribute, then provide the details for the condition.
You can add multiple conditions to a rule. For example, select Company Type. Select the In list operator and select Public Limited Company. These selections mean that the rule applies to public limited companies.
Tip
Use Type to define conditional formatting for the different details you included in the group structure, such as branches, appointments, or registrations in jurisdiction.
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At the bottom of the Edit rule panel, define at least one of the five formatting options available.
- To change the shape of the entity boxes, select an option from the Symbol menu.
- To change the border style of the entity boxes, choose an option from the Style menu.
- To apply a fill colour to the entity box, select a colour in Fill.
- To apply a border colour to the entity box, choose a colour in Border.
- To apply a colour to the text that displays in the entity box, select a colour in Text colour.
In this example, Ellipse is selected in Symbol and a light yellow is selected in Fill.
Tip
If you want to use a colour that is not in the palette, save the rule, if you can, or select Cancel to exit the edit mode and use the LIST-TEXT switch on the Entities tab of the Conditional Formatting panel to open the Text Editor and create the rule using if-then statements.
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(Optional) Once you have added at least two conditions, use the AND-OR switch at the bottom to define how the conditions relate to each other.
By default, the switch is set to AND which means that the rule applies to entity boxes that meet all the conditions. If you want the rule to apply to any entity boxes that meet any of the conditions, switch to OR. In this example, with the AND option, the rule applies to entity boxes that represent public limited companies that are also in the UK, whereas with the OR option, the rule would apply to entity boxes that represent public limited companies in any country as well as any type of company in the UK.
- When finished, select Save.
The Save button is only enabled once the rule name is populated, all rule conditions are complete and at least one formatting option is specified.
The rule you created displays on the Entities tab of the Conditional Formatting tab. If required, you can change, remove, reorder, and complete other actions on the rules in the list. Refer to Options for Conditional Formatting Rules to learn more about the available options.
- To apply the rule you just created to the visualised group structure, select Apply.
The chart updates according to the rule you just defined.
If there are multiple rules in the list, the rules are applied to the visualised group structure chart in order in which they display in the list. So if you create a second rule where entity boxes that represent public limited companies are to be filled with the colour green and apply it, the public limited companies in the UK are still yellow in the chart.
If you want all the entity boxes that represent public limited companies to display in the chart filled with green colour, change the order of the rules using the arrows next to them.
For more information about what options are available for the rules you created, refer to Options for Conditional Formatting Rules.
What's next?
You can save the conditional formatting rules you create for later use for yourself and also share them with others. Refer to Save and Share Settings to learn more.
To share the chart with others on your team or print it out for a meeting, use the export option that best fits your needs. When you export the chart, any rules you added display in the chart legend provided that a legend is included in the export. Refer to the topics on how to create exports.
See also
Display User-Defined Fields in Group Structure and Visualisation
