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Conditional Formatting

I have been converting reports from BI Office to Pyramid 2018 and I have run into a snag. Note that this report was imported from BI Office to Pyramid 2018 using the conversion tool.

The original report shows the total number of students enrolled at the beginning of the term, the total number of students currently enrolled and the total number of students who have withdrawn and the percentage of each of those. See the attached screenshot.

The percentages are added by using Conditional Formatting in BI Office which allows you to conditionally format rows (and columns and grids). See attached screenshot.

 

After the report was imported into Pyramid 2018 using the conversion tool the percentages were no longer on the Pyramid 2018 version of the report. It does not appear that there is anything that directly corresponds to Conditional Formatting in Discover. Does anyone know of a way to accomplish this type of conditional formatting in Pyramid 2018? 

7 replies

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    • Yakov_Shaul
    • 4 yrs ago
    • Reported - view

     Ray Buechler
    The converter may have its own issues and you should report converter issues to the Pyramid Support team.
    Conditional Formatting works differently in Pyramid to how it did in BI Office.
    To achieve what I think you're after, try to drag the measure again and place it over the Indicator icon, a sub-context menu should open, then select 'Precentage' then, 'All' under 'Percentage of totals'.
    Please review the below image,
       
    Hope it helps,
    Yakov.

      • Ray_Buechler
      • 4 yrs ago
      • Reported - view

      Yakov Shaul 

      Thanks for the response. I should have looked at the indicator drop zone before posting.

       

      I still however have an issue in that the percentages are not correct and I cannot even figure out what the percentages are of.  The top row should look like this: 92.7% - 190, 7.3% - 15, and 100% - 205.

       

      Any suggestions?

    • Ray_Buechler
    • 4 yrs ago
    • Reported - view

    Any thoughts on this Yakov Shaul ?

    • "making the sophisticated simple"
    • AviPerez
    • 4 yrs ago
    • Reported - view

    When using the 'quick' percentage indicator, it will calculate each cell as a percentage of the total for an ENTIRE MEASURE - regardless of the columns or rows. As such, each cell is done as a division against 12,725.

    To achieve the "column" percentage effect, use Context Calc's instead. They're almost as quick to implement and a lot smarter.

    • Right click on the measure 'Student term count' - either on the grid or on the orange chip in the Values drop zone. From the context menu:
    • If from the grid/visual: choose quick calc > create measure > context functions  > percent of total.
    • If from the orange chip: choose create > context functions > percent of total.

    You should see a new orange chip that is percent of total for your measure. Your grid should now also show you a second column with the percentages per column.

    BTW: Moving the values orange chip to rows, will add across rows. Adding it to the columns, will add down columns. Removing it, will simply add across the entire grid like the quick indicator percentages.

    • Ray_Buechler
    • 4 yrs ago
    • Reported - view

    Avi Perez Thanks....That kind of gets me there. Here is a screen shot of the original BI Office Report and the Pyramid 2020 report. 

    It looks like the I need to have the percent of total context function in the row to get the percentage to calculate correctly. To get it to display correctly I would need Student Term Count to be in the columns but I am unable to do that.  

     

    Am I missing something or is this kind of what I am stuck with?

    • "making the sophisticated simple"
    • AviPerez
    • 4 yrs ago
    • Reported - view

    If you want the 100% totals to go across thew rows - then this is how the calc and visual will work. 

    The next approach is more depth, but it may resolve it for you, with more control over metric calculation and placement.

    • create a custom member or "Formula" using Formulate on your cube. It should be a division of x/y where
      • x = the "currentmember" from the enrolled hierarchy for 'student term count'
      • y = the summation of "enrolled+withdrawn" from the enrolled hierarchy for 'student term count'
      • Set the format string of the custom measure calc to "0.0%"
    • Add it into your grid as another measure in 'values' or drop it into the indicator drop zone as a "Value".

    See attached images for hints using my sample data: S1, S2, S2b, S3.

     

      • Ray_Buechler
      • 4 yrs ago
      • Reported - view

      Avi Perez Thanks you! This did the trick.

Content aside

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  • 4 yrs agoLast active
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