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Conga Support

Replacing Values with In-Cell Graphics

This page applies to: Conga Contracts
This page applies to: BI Toolbox Module

A value field in a visual analysis can be replaced with an in-cell graphic to quickly communicate the value associated with an individual field, or identify a pattern of values.  You have the option of using an icon or bar graph to replace the value in each field in a column of information in an analysis.  When you select an icon, you can choose one of three different symbols, and the Analytics feature determines the color of the icon based on its value.  When you select a bar graph to replace a value, you can also set the baseline, or starting comparison point, and the Analytics feature will assign the appropriate color based on difference between the baseline and the cell value.

A visual analysis that identifies the value of expiring contracts over a three year period is used in the example below.  The analysis includes one value field, Contract Value, whose individual values will be replaced with an icon or bar graph.

Replacing a Value Field with an Icon

1.  Click Reports in the Navigation Toolbar, and select the BI Toolbox link in the menu.

2.  In the Home screen, locate the visual analysis with the field that needs the in-cell graphic, and click its link.

BI InCell1.png

3.  In the Discovery screen, scroll down to the list of fields used in the analysis.

  • To increase the viewing area of the fields, hover over the separator bar Icon BI Separator.png until the resize Icon Resize window4.gif icon displays, and then click it and drag it upwards.

4.  Locate the value field you want to replace with a graphic, and click its Icon BIProperties.gif icon.

A value field contains a green tick mark in the upper left corner of the header.

5.  In the prompt named for the field (Contract Value):

  • Click In-Cell Graphics.
  • When the field expands, click the Icon radio button.
  • (Optional) Change the default icon from Icon BI Cell1.gif to Icon BI Cell2.gif or Icon BI Cell3.gif.
  • Click the toggle Icon BI Inactive.png icon to apply the in-cell graphic, which now displays as  Icon BIFormat1.gif.
  • Click Icon BIClose.gif to close the prompt.

6.  In the data fields in the analysis, locate the value field with the in-cell icons:

  • Identify the records that contain a red icon, signifying that the value is below the system-defined median value for the field.
  • Identify the records that contain a green icon, signifying that the value is above the median value.
  • Identify the records that contain a yellow icon, signifying that the value is equal to the median value.

7.  (Optional) Use the  Icon BISort.gif icons in the field header to sort the icons in ascending or descending order.

8.  Click Save to save the changes to the visual analysis.

Replacing a Value Field with a Bar Graph

1.  Repeat Steps 1-4 in Replacing Values with In-Cell Graphics.

BI InCell2.png

2.  In the prompt named for the value field:

  • Click In-Cell Graphics.
  • When the field expands, click the Bar radio button.
  • (Optional) Click the Icon BI Indicator.png icon on the Baseline bar and drag it to the left or right to adjust the default comparison value against which values in other cells are measured.

The values displayed under the Baseline bar indicate the low (17,500) and high (500,000) values for the field. While the default option is typically the median value, the baseline selected in the screen above is approximately 100,000.

  • Click the toggle Icon BI Inactive.png icon to apply the in-cell graphic, which now displays as  Icon BIFormat1.gif.
  • Click Icon BIClose.gif to close the prompt.

3.  In the data fields in the analysis, locate the value field with the in-cell bar graphs:

  • Identify the baseline, which displays as a black tick mark | in the field.
  • Identify the records that contain a red bar to the left of the tick mark, signifying that the value is below the baseline value set for the field.
  • Identify the records that contain a green bar to the right of the tick mark, signifying that the value is above the baseline value.

The shorter the bar, the closer the value is to the baseline.

4.  (Optional) Use the  Icon BISort.gif icons in the field header to sort the bar graph values in ascending or descending order.

5.   Click Save to save the changes to the visual analysis.