Edit properties

By clicking on Edit on the visual, you'll get some properties you can change.

In Visual Settings, you can change the instance and edit some graphical settings:



Show header toggles if a header will be showed with the current status. You can set which background color, fontcolor, font family and font size the header will have.

Status Appearance let you choose the font family and size for the status boxes. This setting is applied to all statuses. At the moment you cannot have different fonts on the status boxes.

On the left, you'll see all the statuses that has been defined in the Aimplan Portal. By clicking on a status, you can change the properties to the right.



Display Name: This is the text for the status in the visual

Hidden: Decides if the status should be visible or not

Background Color sets the background color on the status box. The color is visualized to the list on the left.

Text Color sets the color of the font. The color is visualized to the list on the left.

Selected Border Color sets the color of the border which is showed on the active status. The border color is visualized to the list on the left.

Locked Indicator: If a Lock Measure has been dragged in to the visual, you can choose that field in this dropdown. When the lock measure returns True, the status will be locked and cannot be changed.

Lock Criteria: Depending on how the visual is filtered, there can be several statuses that are retrieved to the visual. Here you can decide if it's enough if one row returns True for locking the status or if all rows must return True to lock the status.

Example: Let say we are saving status on Product and have a Slicer to choose which Products to be showed. We add a Lock measure like this:

StatusLocked = IF(MAX('Status'[Value]) = 40, TRUE(), BLANK())

We want to disable the Initiated status when Status is 40 (Approved). We add the lock measure to the Initiated status:

If we now filter out one Product and click on Approved, the Initiated status will be locked:

If we now select one more Product, the Initiated will be enabled:

This is because Product 1002 didn't have Approved as status and when adding the Lock measure, we had set Lock Criteria to "All", i.e. in this case tha 1001 and 1002 must have approved to lock Initiated. If we go in to edit and change the Lock Criteria to "Any" this Initiated will be locked since now it is enough that only one status is Approved.