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How do I set a Threshold in a Dashboard?
How do I set a Threshold in a Dashboard?

Conditional formatting in SPS Analytics

Written by Emily Robbins
Updated over a week ago

A Threshold is a feature that allows you to apply a format to a range of cells, in a dashboard grid or a report, based on certain criteria.

To set a Threshold in a grid visualization, start by right clicking on the column header of the metric to which the threshold will be applied, and select Thresholds.

The Quick Threshold Editor allows you to choose Color or Image based formatting, and the metrics, conditions, and breaks where the formatting will apply using a visual, editable preview.

Clicking Advanced Thresholds Editor in the lower left corner of the box will allow you to make more advanced formatting edits, and add multiple thresholds and conditions to the chosen metric. When prompted, select Clear to skip applying the formatting from the Quick Threshold Editor before viewing the Advanced Editor.

Click New Threshold to set each individual conditional statement for the chosen (right clicked) metric.  Select the metric in the first column, select the condition in the second, and enter a value in the box in the third column.  Set the statement by clicking the blue check mark.

After setting the Threshold Condition, double click on the Format Preview box to open formatting options.  Make your desired formatting options, such as font color or fill changes, and set selections by clicking the blue check mark.

Follow the same steps to set additional Thresholds on the same metric, beginning with clicking New Threshold.  Once all desired Thresholds for the metric have been set, apply all by clicking OK.

TIP: Remember to Create a Personal View or Save As to view the Dashboard with Thresholds set in the future!

⛑️ SPS Analytics Support

If you have any additional questions regarding Analytics Dashboard changes, please reach out to our Analytics Support team at the contact information below:

☎️ 888-739-3232, Option 2

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