Coloured flags in tables helps analysts and key stakeholders quickly identify trends and anomalies.
Numbers with a colour scale
The fields 'WoW %' and 'YoY %' are common performance metrics that are often coupled with a colour scale indicating whether an outcome is positive or negative.
To add a colour scale such as red and green:
Pull the chosen field into Colour under the Custom tab.
Select the colour range and specify the Number of steps - here we've chosen 2.
If you're working with % values, define the domain min and max as -1 and 1 respectively. Otherwise, define according to your data range.
Performance flag
You can enable even quicker identification of summarised performance at a glance.
In the source data, we've created a summary field with assigned colours. We assign these based on metric performance across fields: 'green' for all positive values, 'red' for all negative, and 'orange' for mixed results (you could do this via a case statement).
Once the summary column is ready, you can pull the summary performance field under a Circle or Square Mark.
Then, pull the field into Colour and match the colour to the summary value.
Check out the step by step video and the interactive canvas guide.