5.
When you have made all of your formatting selections, click OK to apply your settings to the grid report and to close the Format Template window.
Click Apply to apply your formatting selections to the grid report and to keep the
Format Template window open.
Using the Advanced Thresholds Editor
Thresholds are conditional formats based on metric values. By including thresholds in a report, you emphasize data that meets certain criteria and you make the report easier to read, as shown below:
Thresholds in Eloqua Insight Reports
All types of Eloqua Insight users can view thresholds on reports. However, only Analyzer
Users can use the Advanced Thresholds Editor to define them. As compared to the Visual
Thresholds Editor (which is accessible to Reporters), the Advanced Thresholds Editor provides more formatting options.
To define thresholds in the Advanced Thresholds Editor:
1.
Run any report in Grid view.
2.
To open the Advanced Thresholds Editor, do one of the following:
On the Data menu, select Advanced Thresholds Editor.
OR
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On the Data toolbar, click Advanced Thresholds Editor, as shown below:
OR
Right-click a metric and select Thresholds.
3.
In the Advanced Threshold Editor, select the metric to which you want to apply the threshold.
4.
In the Filter On drop-down list, select the object on which you want to define the condition:
You can define multiple conditions.
If you qualify on an attribute, you can qualify on its attribute forms or you can select elements to include or exclude from a list.
If you qualify on a metric, you must define an operator and a value or another metric to compare against the original metric.
5.
After you define the threshold condition, click Apply.
6.
If you want to define additional thresholds, click New.
7.
If you want to define another threshold based on highest or lowest percent or metric values, click the arrow next to the New button to view quick threshold options, as shown below:
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After you select one of these options, you can continue defining the condition by typing the desired value (highest five, for example), defining formatting, and so on.
The Advanced Thresholds Editor toolbar contains some functions that make it easy to work with thresholds:
Advanced Thresholds Editor Toolbar:
Icon
Advanced Thresholds Editor Toolbar Functions
Function
Add new threshold
Copy
Paste
Delete a single threshold
Delete all thresholds
Copyright © 2012 Eloqua Corporation. All rights reserved. 81
Icon
Advanced Thresholds Editor Toolbar Functions
Function
Move up and move down (to change the order of conditions when you have multiple conditions)
Add a new condition
Remove all conditions
Edit the threshold formatting
Apply a background color to a graph threshold
Apply threshold to metric values only
Apply threshold to subtotal values only
Apply threshold to metric and subtotal values
8.
On the toolbar, click Cell formatting to open the Format window and to define a specific format for your condition.
9.
Click OK to close the windows and view the thresholds on your report.
Copyright © 2012 Eloqua Corporation. All rights reserved. 82
