Charting Tool Edit Users can create custom formatting rules for a chart, allowing the Charting Tool to automatically apply formatting to boxes that only meet certain criteria.
Custom formatting rules provide the same style options as described in Change the Appearance of Boxes and Lines in a Chart, and they provide the only method for users to adjust the format and placement of fields within boxes.
Create a Custom Formatting Rule for Boxes
1. Click the Formatting icon to open the Formatting pane.
2. Click the Rules tab toward the top of the Formatting pane to open the Rules section.
3. Click Add Box Rule to begin creating a new rule.
4. Enter a name for the conditional formatting rule in the Name field.
5. If desired, enter a description of the rule in the Description field.
6. To enable the conditional formatting rule, ensure the Enabled checkbox is checked. To disable the rule, uncheck the Enable checkbox.
7. Click the Add Criteria button to establish search criteria that will select the boxes to be formatted.
8. On the criteria dropdown that appears, enter the desired search parameters into the Field, Condition, and Value fields. The criterion in the screenshot below will return boxes that contain EN in the Jurisdiction Code field.
9. To add more criteria, click the Add Criteria button as many times as needed (e.g., to add two more criteria, click the Add Criteria button two more times). Then enter the parameters for the subsequent criteria.
10. To delete a criterion, click the Delete icon next to the desired criterion.
11. To re-order the criteria or to group them using parentheses, tick the Advanced checkbox by clicking it.
12. To move a criterion up or down after ticking the Advanced checkbox, click the Move Up or Move Down icons next to the desired criterion.
13. If necessary, group criteria using the parentheses fields. In the below screenshot, two criteria have been grouped, meaning that GEMS will execute a search under those parameters before applying criteria from outside the group.
14. Once the appropriate criteria have been entered, click Next to open the Box Data tab.
15. On the Box Data tab, the appearance and placement of various fields within the boxes can be adjusted as follows:
Hide - The field will be invisible.
Show - The field will display in its default position and appearance.
Show without Label - The value of the field will be displayed, but the label will be hidden (e.g., instead of displaying Jurisdiction: Delaware, the box will only display Delaware).
Show on Line - The field's value will be displayed on the line leading to the box.
Footnote (;) - The field will be replaced with a reference number, and the field's value will be moved to footnote box with a corresponding reference number attached. If the field has multiple values, they will be separated by a semi-colon within the footnote.
Footnote (New Line) - The field will be replaced with a reference number, and the field's value will be moved to footnote box with a corresponding reference number attached. If the field has multiple values, they will each be placed on a new line.
16. If any of the fields were selected to go into a footnote, select the placement of the footnote box within the Footnote Position field. Footnotes can be further updated after the rule has been applied; see How to Update Footnotes for more information.
17. Click Next to open the Box Formatting tab.
18. To apply a particular Box Style, Text Style, or Box Size to the selected boxes, click the name of the appropriate section to expand its menu, then make the needed customizations in the fields that appear. For more information on Box Formatting, see How to Change the Appearance of Boxes and Lines in a Chart.
19. After making the desired customizations, click Save to save the conditional formatting rule, or click the individual tabs at the top of the panel to return to previous tabs.
20. With the conditional formatting rule now created, GEMS will return to the Rules section and display the rule just created. If the rule needs to be modified after this point, click the Edit icon next to the rule.
21. If the rule needs to be deleted, click the Delete icon next to the rule.
22. To add more conditional formatting rules, click the Add Rule button, or click the Clone icon next to a rule to create a new rule that by default has the values of the cloned rule in its fields.
23. To apply the created rules, ensure the Enabled checkbox is checked next to the desired rules, then click the Apply button.
24. To view the chart with the applied conditional formatting rules, close the Formatting panel by clicking the Close icon in the top right.
25. To disable a conditional formatting rule, click the Formatting icon again, click Rules, uncheck the Enabled checkbox next to the rule to be disabled, then click Apply.
Create a Custom Formatting Rule for Lines
1. Click the Rules button toward the top of the Formatting pane to open the Rules section.
2. Click on Add Line Rule.
3. Enter a name for the conditional formatting rule in the Name field. It is recommended to be descriptive here to easily understand how a rule is designed to work in the future without the need to open said rule, e.g., Parent Interest < 50%.
4. If desired, enter a description of the rule in the Description field.
5. On the criteria dropdown that appears, enter the desired search parameters into the Field, Condition, and Value fields. The criterion in the screenshot below will return lines that are connected to entities with a less than 50% parent interest.
6. To delete a criterion, click the Delete icon next to the desired criterion.
7. To re-order the criteria or to group them using parentheses, tick the Advanced checkbox by clicking it.
8. To move a criterion up or down after ticking the Advanced checkbox, click the Move Up or Move Down icons next to the desired criterion.
9. If necessary, group criteria using the parentheses fields.
10. Once the appropriate criteria have been entered, click Next to open the Line Formatting tab.
11. Modify the lines' color, thickness, pattern, arrow type, and text settings as needed.
12. After making the desired customizations, Save to save the conditional formatting rule, or click the individual tabs at the top of the panel to return to previous tabs.
13. With the conditional formatting rule now created, GEMS will return to the Rules section and display the rule just created. If the rule needs to be modified after this point, click the Edit icon next to the rule.
14. If the rule needs to be deleted, click the Delete icon next to the rule.
15. To add more conditional formatting rules, click the Add Line Rule button, or click the Clone icon next to a rule to create a new rule that by default has the values of the cloned rule in its fields.
16. To apply the created rules, ensure the Enabled checkbox is checked next to the desired rules, then click the Apply button.
17. To view the chart with the applied conditional formatting rules, close the Formatting panel by clicking the Close icon in the top right.
