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Applying Color in a Visual Analysis

This page applies to: Conga Contracts (formerly Novatus)
This page applies to: BI Toolbox Module

Color can be used to highlight data in any field type used in a visual analysis, including a text, date, or value field, as well as any field that uses a check box to enable/disable an option, such as the Reminder check box for an event.  Color can be applied to a data series in a chart in the analysis, or background color can be added to the individual cells in any data field that displays below the chart.  Currently, background color cannot be applied to a cell in a table in the visualization (top) section of the screen.

Color-coding is automatically applied to the data series in a chart when more than two fields are used in the visual analysis (cross-tabular analysis). 

Applying Color to a Chart

A visual analysis that identifies contracts that were created during the years 2014-2018, by agreement type, is shown below.  To easily distinguish each time timeframe, a separate color is assigned to each year.

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 chart that needs color-coding, and click its link.

BI Color3.png

3.  In the Discovery screen, locate the text, date, or value field in the X-Axis, and click its Icon BIProperties.gif icon.

4.  In the prompt named for the field:

  • Click Colors.
  • When the field expands, make a selection in the list, such as Contains.
  • Enter a value or text string in the blank field, such as 2014.
  • Click Icon BI Red.png to display a 4-color palette, and click a color to assign it to any data series that meets your criteria. 
    • Click the Show More link to display additional colors.
    • Enter a hex code in the Enter Custom field to assign your own color.  For example, entering #FF1493 will automatically assign the color pink to the field.
  • Click Icon OR2.png OR to add another criteria set and assign it a color.
  • Click Apply.

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

Applying Color to a Data Field

Background color can be applied to the data fields in a visual analysis to identify trends, which can assist you in selecting the fields to be used in creating the charts that will highlight the company or contract information you want to display visually.

A visual analysis that identifies upcoming contract event alerts is shown below.  Background color is applied to the three types of event frequencies identified in the analysis: Single, Monthly, and Yearly.

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 that needs color-coding, and click its link.

BI Color.png

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

Text fields have a blue tick mark in the upper left corner of their header.  Date fields have a gold tick mark, Value fields have a green tick mark, and a Check Box has a purple tick mark.

4.  Locate the text, date, or value field that needs background color, and click its Icon BIProperties.gif icon.

  • If the field is not listed, click Icon BITableMenu.gif and select Show/Hide Columns to display a list of both hidden and visible fields.  Click a grayed-out field to redisplay it.

5.  In the prompt named for the field:

  • Click Colors.
  • When the field expands, make a selection in the list, such as Equals.
  • Enter a value or text string in the blank field, such as Single.
  • Click Icon BI Red.png to display a 4-color palette, and click a color to assign it to any cell that meets your criteria. 
    • Click the Show More link to display additional colors.
    • Enter a hex code in the Enter Custom field to assign your own color.  For example, entering #FFA500 will automatically assign the color orange to the field.
  • Click Icon OR2.png OR to add another criteria set and assign it a color.
  • Click Apply.

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

Generating a Color-Coded Chart Using a Tabular Analysis

The Analytics feature automatically adds color to a cross-tabular chart in a visual analysis.  A cross-tab chart uses more than two fields to communicate information, which can reflect a trend or pattern.

A visual analysis chart that identifies contracts with upcoming events using the Contract Number and Event Date fields is shown below.  Adding a third field, Event Frequency, automatically generates color-coding and adds a color legend to the chart.

BI Color6.png