Indicators in Charts

Apply Indicators to highlight specific categories or values in a charting component. Indicators can change colors (and other styles, if supported) based on rules you define.

Indicators use rules-based conditional formatting (like red for underperformance or green for target achievement) to provide an at-a-glance visual cue, making charts instantly actionable for monitoring KPIs and spotting exceptions.

A user can scan the chart and instantly see which regions are underperforming (red bars) or which product categories are achieving their targets (green slices) without having to inspect every single data label. This makes the dashboard more actionable and effective for monitoring Key Performance Indicators (KPIs) and identifying exceptions.

Prerequisites:

• Drag and drop a chart component onto the canvas.

• Associate Category and Series fields to the chart component (Dataset tab).

Types of Indicators

• Category Indicator — Rules applied to the Category (dimension) field values.

• Series Indicator — Rules applied to the Series (measure) field values.

Note: If the Category indicator is applied, the Series indicator is not considered.

Category Indicator

Goal: Highlight categories (e.g., specific region, product, status).

Steps

1. Select the Category field and navigate to the Indicator tab.

2. Click the “+” icon to create a new indicator.

3. Enter the Category value to match (e.g., APAC, Electronics, Closed).

4. Set the Color (and other style options, if available) based on the required conditions.

5. Preview the chart — the created Category Indicator will be visible.

Series Indicator

Goal: Highlight series values based on numeric comparisons (e.g., revenue > 1,000,000).

Steps

1. Select the Series field and navigate to the Indicator tab.

2. Click the “+” icon to create a new indicator.

   • An Indicator dialog box appears with the required conditions.

3. Configure the rule:

   • Operator: Choose a comparator for the comparison process (e.g., >, <, =, Between).

   • Fixed Value Comparison:

     • Enabled — compare the Compared Field against static values given in the Compare to text area.

     • Disabled — compare the Compared Field against field values given in the Compare to field.

4. Set the Color (and other style options, if available).

5. Save the indicator — the created indicator conditions get added.

6. Preview the chart — the applied Series Indicators appear in the preview (e.g., on a Bar chart).

Quick Examples

• Category Indicator:

  • Category value = Urgent → Color = Red.

• Series Indicator (Fixed Value Comparison enabled):

  • Operator = >; Compare to = 1000000 → Color = Green for bars above one million.

• Series Indicator (Fixed Value Comparison disabled):

  • Compare the current month’s value against last month’s value (select the Compare to field) → Color = Blue when current > previous.

Tips:

• Define clear, non-overlapping rules to avoid ambiguity.

• For Category-based highlighting, prefer Category Indicators (they take precedence).

• Use Preview to validate that colors and conditions apply as intended.

Troubleshooting

• Indicator not visible: Confirm you created it under the correct field (Category vs Series) and that values/operators match your data.

• Series rule ignored: Check if a Category indicator is already applied; it overrides series indicators.

• Wrong bars colored: Recheck Operator, Fixed Value Comparison setting, and the Compare to (static value vs field).