Format the Recommendation Dashboard

We will format the recommendation dashboard, this will improve its appearance, and also includes some business rules.

1. Click on Themes, then click on Midnight:

2. Select the Recommendations table, click the three dots, click Conditional formatting:

3. Column: PayOffMonth, Add background color:

4. Enter the formatting:

   • Condition: Greater than
   • Value: 9
   • Color: red
   • Click Apply, click Close:

5. Using the same process, add formatting for the column discountrate:

   • Type: Background color
   • Condition: Less than
   • Value: 10 NOTE adjust this for your business rules, speak with your finance teams
   • Color: red
   • Click Apply, click Close

6. Under the discountrate formatting, Click Add text color:

   • Condition: Greater than
   • Value: 20
   • Color: Green
   • Click Apply, click Close

7. Using the same process, add formatting for the column HoursRun:

   • Type: Add text color
   • Condition: Less than
   • Value: 0.6
   • Color: Red
   • Click Add condition
   • Condition#2: Less than
   • Value: 0.85
   • Color: Orange
   • Click Apply, click Close

8. Add formatting for the column SavingsPlanReco:

   • Type: Add background color
   • Format field based on: PayOffMonth
   • Condition: Greater than
   • Value: 9
   • Color: Red
   • Click Apply, click Close
   • Click Add text color
   • Format field based on: discountrate
   • Aggregation: Average
   • Condition: greater than
   • Value: 20
   • Color: Green
   • Click Apply, click Close

9. Click SavingsPlanReco, Sort by Descending:
   

10. Select the Trends table, select conditional formatting, Column instancecount:

    • Type: Add background color
    • Condition: Less than
    • Value: 5, speak with your team to set this at the appropriate level
    • Color: red
    • Click Add condition
    • Condition #2: Less than
    • Value: 10
    • Color: Orange
    • Click Apply, click Close

11. Using the process above on the Trends table, Select the Trend column:

    • Type: Add background color
    • Condition: Less than
    • Value 0
    • Color: Red
    • Click Apply, click Close
    • Click Add text color
    • Condition: Greater than
    • Value: 0
    • Color: Green
    • Click Apply, Click Close

12. Add the same formatting to the TrendAvg column as the Trend column.