Resource Planning Dashboard

Resource planning is an invaluable task that is a requisite undertaking in all industries. InetSoft's Style Intelligence makes resource planning far easier than in the past with interactive dashboards, embeddable reports, and a small Java footprint. View the example below and take the first step toward smart resource planning.

You can apply conditional formatting to table columns, images, text elements, crosstab tables, and charts, so that the element formatting changes based on the data bound to the element. These conditional formats are called highlights. They are very useful for calling attention to an element when its associated data meets (or fails to meet) some specified condition.

To apply a highlight to a table column, image, text element, chart, or crosstab table, follow these steps:

1. Right-click the element, and select ‘Highlight’ from the context menu. This opens the ‘Highlight’ dialog box.
2. Click the ‘Add’ button. This opens the ‘Name’ dialog box.
3. Enter a name for this highlight, and click ‘OK’ to close the dialog box.
4. Repeat the previous steps to enter any additional highlights, and then follow the steps below for each highlight.
5. Select the highlight in the list that you want to edit.
6. In the ‘Properties’ panel, select the highlight format. This formatting is applied when the data meets the highlight condition (specified below).
7. Click the ‘Edit’ button below the ‘Conditions’ box. This opens the ‘Conditions’ dialog box.
8. Follow the steps below to specify the condition expression for this highlight:
1. Select the operand and type of comparison from the menus at the top of the dialog box, e.g., “[Company][is not][one of]” For table highlights, the operand is one of the table column names. For text and image highlights, the operand is called ‘value’, which is the aggregate value associated with the element, as configured in the Data tab of the element’s ‘Properties’ dialog box.
2. For table highlighting, select ‘Value’ or ‘Field’ from the ‘Change Value Type’ popup menu.
3. If you select the ‘Field’ option, in the adjoining menu, choose the table column for comparison. (The two columns will be compared row by row, and the specified highlight will be applied to every row where the condition holds true.)
4. If you select the ‘Value’ option, either enter the comparison value into the provided text field, or select ‘Browse Data’ to choose the comparison value from a list.
5. When you have fully specified the condition, click ‘Append’.
6. To create a compound condition, repeat Steps a-e above, using the ‘and’ and ‘or’ operators to composite the conditions. See Modifying a Highlight Condition for more details.
7. Click ‘OK’ to exit the ‘Conditions’ dialog box and return to the ‘Highlight’ dialog box.
9. Repeat Steps 2-7 to add additional highlights.