Adding Table-Level Display Rules
You can add three different types of display rules
to tables. You cannot create a display rule to highlight dates in
a table.
Add Display Rules to a List Table Using an Expression
To specify a new display
rule for a table using an expression:
-
If it is not already
selected, select the table in the canvas that you want to update.
-
In the right pane, click
the
Display Rules tab. Click
New.
The
Add New Display Rule window is displayed.
-
Click
Expression.
The
Add New Display Rule window expands to
show the details for the expression.
-
On the
Expression
Details tab, select the
Column or
any measure value.
-
Select the
Operator.
You can select
=,
< >,
BetweenInclusive,
<,
<=,
>,
>=,
Missing,
or
NotMissing. The default is
>.
-
-
Modify the style, size, and color of the
font. There is no default style for list table display rules. You must specify a style
to enable the
OK button
in the
Add New Display Rule window.
-
-
-
Click
beside the
Manage subscribers list
to add users who you want notified when the alert condition is met.
The
Add Recipients window is displayed.
-
Select one or more users.
Click
OK to return to the
Add
New Display Rule window.
Note: A user’s e-mail address
must be stored in metadata to be displayed on the View
All tab in the Add Recipients window.
-
Click
OK.
The table updates with the new display rule. The display rule appears
on the
Display Rules tab in the right pane.
Here is an example
of a display rule that uses an expression:
-
(Optional) Click
on the
Display Rules tab
to edit the new display rule.
Add Display Rules to a List Table Using a Gauge
To specify a new display
rule for a table using a gauge:
-
If it is not already
selected, select the table in the canvas that you want to update.
-
In the right pane, click
the
Display Rules tab. Click
New.
The
Add New Display Rule window is displayed.
-
Click
Gauge.
The
Add New Display Rule window expands to show the details for the
gauge.
-
Select a
Gauge
type from the drop-down list. Your choices are a
bullet, an icon, a
slider, or a thermometer.
Icon is
the default.
-
Using the
Based
on column drop-down list, specify which column the rule should be based on in the report.
-
Specify where the gauge should appear in the column for the
Cell placement.
Your choices are
Left of text,
Right
of text, or
Replace text.
-
Define the intervals
and colors for the rule:
-
Enter the individual values for the intervals and then select a color. You can click
the
operator between the intervals to change it.
-
Click
to automatically
populate the intervals. The
Populate
Intervals window is displayed.
You can specify Number
of intervals, Lower bounds,
and Upper bounds. Click OK.
-
Specify the
Column in which you want the gauge to be displayed
-
Click
OK.
The table updates with the new display rule. The display rule appears
on the
Display Rules tab in the right pane.
Here is an example
of an automatically populated display rule that uses an icon:
Here is a list table
with the display rules applied:
Note: If a value falls outside
the bounds of the display rule intervals, no icon is displayed in
the list table
-
(Optional) Click
on the
Display Rules tab
to edit the new display rule.
Add Display Rules to a List Table Using Color-Mapped Values
To specify a new display
rule for a list table using color-mapped values:
-
If it is not already
selected, select the list table in the canvas that you want to update.
-
In the right pane, click
the
Display Rules tab. Click
New.
The
Add New Display Rule window is displayed.
-
Click
Color-mapped
Values. The
Add New Display Rule window
expands to show the details for the color-mapped values.
-
Select the
Column
or value to which you want to apply the display rule.
Note: Color-mapped values for a
report object can be applied only to category data items.
-
Click in the box to
enter a value for the display rule.
-
Select a color for the
display rule.
-
(Optional) Repeat the
steps for entering a value and selecting a color.
-
(Optional) Select the
Other check box. Then, select a color.
-
Using the list, specify
where you want to apply the colors.
In the following example,
values and colors have been specified for products in a list table.
-
Click
OK.
The table updates with the display rules.
The display rule appears
on the Display Rules tab in the right pane.
-
Adding Display Rules to a Crosstab
To specify a new display
rule for a crosstab using an expression:
-
If it is not already selected, select the
crosstab in the canvas that you want to update.
-
In the right pane, click
the
Display Rules tab. Click
New.
The
Add New Display Rule window is displayed.
-
On the
Expression
Details tab, select the
Column or
any measure value.
-
Select the
Operator.
You can select
=,
< >,
BetweenInclusive,
<,
<=,
>,
>=,
Missing,
or
NotMissing. The default is
>.
-
-
If your crosstab contains a hierarchy, then you can specify the
hierarchy levels in which the display rule is applied.
-
Click
Specify
Intersections. The
Specify Intersections window
is displayed.
-
Select one or more hierarchy levels, the grand total, or all of the levels. Click
OK to
return to the
Add New Display Rule window.
The intersections that you selected are displayed above the
Edit
Intersections button.
-
Modify the style, size, and color of the font.
-
Select the row or column
in the
Applies to drop-down list. For
crosstabs, the
Applies to drop-down list displays only the measures that have been added to the crosstab. There
are no row or column options.
-
-
Click
beside the
Manage subscribers list
to add users who you want notified when the alert condition is met.
The
Add Recipients window is displayed.
-
Select one or more users.
Click
OK to return to the
Add
New Display Rule window.
Note: A user’s e-mail address
must be stored in metadata to be displayed on the View
All tab in the Add Recipients window.
-
Click
OK. The crosstab updates with the new display rule. The display rule appears on the
Display Rules tab in the right pane.
-
(Optional) Click
on the
Display Rules tab
to edit the new display rule.
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