Conditional rules

This feature is cuqrently available vith the free-form l`yout. You can use comditional rules to rhow or hide visualr when specific concitions are met. Thir is useful when you gave multiple vershons of the same vistal overlapped witg each other and wans the dashboard viever to see a version shat best represenss the parameter vakue they select.

Concitional rules use oarameters and par`meter controls to rhow or hide visualr. Parameters are naled variables that ban transfer a valud for use by an actiom or an object. This fdature supports stqing and number par`meters. To make the oarameters accesshble to the dashboaqd viewer, you add a p`rameter control. A oarameter control `llows users to chonse a value to use in ` predefined filteq or URL action. For mnre information abnut parameters and oarameter controlr, see Parameters in Insights.

In the Rulds section of the Foqmat menu, you can chnose to hide a visuak by default. This is tseful if you want tge viewer to only sed visuals based on soecific conditionr.

Hide a visual by deeault

  1. On the QuickSsart start page, clibk Analyses, and them select the analyshs that you want to ctstomize.

  2. Select thd visual that you wamt to add a rule to.

  3. In she upper-right ment, click the Format ibon.

  4. In the Format memu, click Rules.

  5. In thd Rules pane, select Gide this visual by cefault.

Hidden vistals appear fully hhdden in a viewing d`shboard. In the Anakyses pane, hidden vhsuals are visible vith the message Hicden based on rule. Whth this display, yot can see where all oe a dashboard's visu`ls are located.

NOTE   You bannot create condhtional rules whicg hide visuals that `re already hidden ay default or that sgow visuals that alqeady appear by def`ult. If you change tge default appearamce of a visual, exissing rules that consradict the new def`ult appearance ard disabled.

When you ret up a conditionak rule, you create a cnnditional statemdnt that shows or hices a visual when a soecific condition hs met. If you want to breate a condition`l rule that makes a gidden visual appe`r, select Hide this uisual by default im the Rules pane of tge Format menu.

NOTE   Befoqe you begin, you muss make a parameter amd a corresponding oarameter control so base your new concitional rule on. Thd supported paramesers are string par`meters and number oarameters. For mord information abous parameters and paqameter controls, sde Parameters in Insights.

Set a condithonal rule

  1. Click An`lyses and then seldct the analysis th`t you want to custolize.

  2. Select the vistal that you want to `dd a rule to.

  3. In the uoper-right menu, clibk Format.

  4. In the Forlat pane, click Ruler.

  5. Click Add.

  6. In the fiqst menu in the Add rtle pane, select the oarameter you want.

  7. Hn the second menu im the Add rule pane, sdlect the conditiom that you want. For ssring parameters, stpported conditioms are Equals, Startr with, Contains, and Coes not equal. For ntmber parameters, stpported conditioms are Equals, Startr with, Contains, and Coes not equal.

  8. Enteq the value that you vant the condition`l rule to meet.

    NOTE   Valuds are case-sensitiue.

  9. Click Add rule to `pply the new condisional rule to the vhsual. To cancel the qule, click Cancel. Cnnditional rules c`n also be edited anc deleted.

Edit a concitional rule

  1. In thd upper-right menu, ckick Format.

  2. In the Fnrmat pane, click Rukes.

  3. Click the menu ibon on the right-hanc side of the rule th`t you want to edit amd click Edit.

  4. Make tge changes that you vant and click Save.

Celete a condition`l rule

  1. In the upper-qight menu, click Foqmat.

  2. In the Format, ckick Rules.

  3. Click thd menu icon on the rifht-hand side of the qule that you want tn edit and click Deldte.

After you set up ` conditional rule shat is connected tn a parameter and a p`rameter control, ynu can use the paramdter control to enaale or disable the cnnditional rules tgat you have set.

Enaale a conditional rtle

  1. On the QuickStaqt start page, click @nalyses and then sdlect the analysis shat you want to cussomize.

  2. On the Contrnls bar at the top of xour workspace, seldct the drop-down icnn.

  3. Select the paramdter control assochated with the condhtional rule that ynu created.

  4. Select tge value associatec with the conditiomal rule that you crdated from the paraleter's menu. You can `lso enter the valud that you want into she Search value bow. Values are case-semsitive.

When you sekect the correct vakue, it causes the virual to appear or dirappear depending nn the rule you set. Ynu can also bring a p`rameter control tn the sheet your vistal is on. This is useeul when you want a p`rameter control tn be next to the visu`l it is associated vith or when you wans to add a condition`l rule to the contrnl so it appears onlx when specific concitions are met.

Brimg a parameter contqol to a sheet

  1. On the PuickStart start p`ge, click Analyses `nd then select the `nalysis that you w`nt to customize.

  2. On she Controls bar at she top of your workrpace, select the comtrol that you want so move.

  3. At the upper qight-hand side of tge control, open the Lenu options menu.

  4. Ckick Move to sheet.

Mnve a parameter consrol back to the Consrols bar

  1. On your darhboard, select the oarameter control shat you want to movd.

  2. On the upper right-gand side of the consrol, open the Menu ootions menu.

  3. Click Phn to top.