Data rules allow you to automatically modify your diagram based on data.
To create a new data rule, click on the Actions menu under the Data tab of the SmartPanel to the left of your drawing area.
Click on Manage Data Rules and choose "New Rule."
You can make the colors and other attributes of a shape depend on the values of its data.
You may want to:
- Show issues on schedule or falling behind
- Show high utilization of a component on your AWS set up
- Show if a particular issue is "at risk"
You can change the color of the text, border, glow, or fill, and more. You can even add an icon when appropriate.
Combining the ability to change the appearance of shapes with updating of data via import allows you to use a diagram as a dashboard that reflects the current state of your data.
Setting Up a Rule
Step 1: Give it a name.
Step 2: Next, we're going to set up all the rule parameters. First, pick which part of your schema your rule will apply to. The drop-down auto-populates with available options from your data table. We're going to want to highlight any states where the quote is below a 70% threshold. So we're going to select Quota attainment from the drop down.
Step 3: Select the statement you want to apply in your rule. Your options are going to involve mathematical comparisons of some quantity. In this case, we want to change the diagram if the quota is below a specific threshold.
Step 4: Pick the quantity. Type in the number you want to compare against.
Step 5: Select the action the rule applies when the statement is true. You can also select And/Or to further define your rule. Do you want to change the fill color of the shape? The outline? In this case, we're going to set the fill color to something eye-catching.
If you choose a color, you'll be asked to select the color from a standard color picker palette.
If you choose to "Set icon overlay", you can select from a per-selected set:
Apply Data Rules
Let's look at both scenarios. Here's the data rule where we set the fill color of any shape (in this case state) to red when the quota falls below 70%. NOTE: make sure the data you're measuring against in your rule is set to be an "Integer" type, not text.
Once you created the rule, go back to your diagram and select all the shapes on your diagram you want to apply the rule to.
If you want it to apply to all shapes, you can select all using Ctrl+A. You can use Select All in the Home tab to quickly apply data rules to the entire diagram.
In the Data tab of the SmartPanel, choose "Apply Data Rules".
It looks like Washington state falls below our 70% threshold:
If instead of fill color, I want to see an icon on my diagram, I can modify my rule to show an icon when the rule is met.
Instead of a fill color change, we now see an icon by Washington state.
Modify a Data Rule
You can modify your rule at any time using the Actions menu. Click on Manage Data Rules and choose your rule by name.
For example we just changed the fill color, but we could make the rule more complicated with "and" and "or" modifiers or by changing additional diagram characteristics.
Remove a Data Rule from a Shape
If you want to remove a rule from a shape, select the shape and under "Apply Data Rules" select the name of the rule you want to uncouple to remove the checkmark.