Conditional Visualization

Conditional visualization allows you to highlight, rank, or filter data dynamically, making charts more insightful and easier to interpret. The Conditional Visualization settings window contains two main tabs: Rank and Conditional Filter. Together, these unlock powerful ways to focus attention on the most relevant parts of your data.

Rank Tab

The Rank tab is used to sort and limit data displayed in the chart. It determines which values are shown and how they are compared.

Rank By

Default behavior: The field on the x-axis is automatically assigned here.
Aggregation options: Sum, Average, Max, Min, Count, Distinct.
Customization: You can change the field or aggregation, but in most scenarios, the default suffices unless you need a custom ranking logic.

Rank For

This defines the scope of the ranking:

Category axis (default) – Uses the field bound to the y-axis/category axis.
Total chart – Applies ranking across the entire dataset in the chart.
Trellis row / Trellis column / Trellis cell – Used when you’ve built a trellis chart (small multiples). Ranking then happens within each row, column, or cell instead of across the whole chart.
Advanced – Provides fine-grained control via Partitioning and Addressing:
- Addressing: The data elements to rank within.
- Partitioning: The groups within which separate rankings occur.
  Example: Partition by Region while addressing Products → each region’s products are ranked independently.

Type

Determines how ranking results are expressed:

Rank – Assigns a position (1st, 2nd, 3rd, …).
Percentage – Converts the ranking into a percentage of total values. This is useful when you want to see proportional importance (e.g., which items fall into the top 20% of performance).

Keep

Controls how many ranked items are displayed.

Dropdown: Choose to keep the Top, Middle, or Bottom items.
Number of items: Enter the count (e.g., top 5 items).
Parameters: Bind “Keep” to a parameter for dynamic control. Choosing Use a new parameter opens the Parameter dialog (see the Parameters article for details).

Equal As

Specifies how tied values are ranked. Options include:

Unique: Each item gets a unique rank (1, 2, 3, 4).
Competition: Ties share the same rank, and the next rank is skipped (1, 2, 2, 4).
Modified Competition: Similar to competition, but adjusts skipped ranks to keep sequence consistent.
Dense: Ties share the same rank, and the next rank is not skipped (1, 2, 2, 3).

Conditional Filter Tab

The Conditional Filter tab is used to apply rules that determine which data points remain visible.

Filter By

Default behavior: The x-axis field is assigned automatically.
Aggregation: Choose an aggregation (sum, average, max, etc.).

Condition

Define the filtering rule:

Operators include equal to, not equal to, greater than, less than, between, not between, etc.
For between and not between, you can specify whether boundaries are inclusive (≥, ≤) or exclusive (> , <).

Filter Values

Enter a static value (e.g., 1000).
Or bind the condition or value to a parameter for dynamic input (select Use a new parameter to create one).

Filter For

Defines the scope of the filter:

Category axis (default)
Total chart
Trellis row / Trellis column / Trellis cell
Advanced (Partitioning and Addressing, as described above)

Rank vs. Conditional Filter

Rank: Focuses on ordering and limiting results (e.g., top 5 items).
Conditional Filter: Focuses on logical conditions (e.g., only show items greater than 1000).

They can be used together: for example, filter out all values below a threshold, then rank the remaining items to keep only the top performers.