Manually Change Report Colors
CS Reports & Dashboards
Currently the colors that are in reports are automated, but it would be nice to be able to change the color of reports to be more customized.
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Thanks for your feedback. This requirement is in our roadmap. Actual timing is TBD.
Thanks,
Sumesh
Yes. We understand the pain point here and have fast tracked the enhancement internally. This enhancement will be implemented in the next 1-2 months. I will get back with the accurate timing by next week.
Thanks!
1) In Lane's use case where she wants a particular value (e.g. habits = green), have a color 'green', would it be acceptable to have this to do this for every report this was used it. Ideally, we would do this globally, and we do so with standard objects but in her case she (I believe) is using a custom column so can't set the color globally today (and that will take a bit longer to build compared to manually setting color for each column)
2) In Jeff's use case, how important is it that 'Onboarding kick-off' shows up in a particular color vs. just saying 1st series of bars = yellow, 2nd series of bars = green. If we do the latter, if for some reason the report changes where 'onboarding kick-off' goes from 1st series of bars to 2nd series, the color will change.
3) More broadly do you prefer to control the color of every report individually or apply color settings at a dashboard or more global level.
Thanks!
Thank you for the update. While it would be great to be able to change the colors as we feel, for the particular use case above, we have found a hack around it and use the HEX number to populate the color. But it would be great to know that #FFFFFF is white and not something else.
Basically, I just need to be able to color code the report so that it makes sense. Each value should be a separate and distinct color on a report.
I would prefer to control the report individually.
@Lane - can you elaborate on how you are implementing your hack?
Thanks
We have a report that shows number of accounts by plan and by their score color. Example: Score of 0-50 = red
The report pulls from "Customers" subject area. The "Current Score Name" is the Hex code for each color. Example: #c53536 = red
You do have to set the expectation that on a report that has a hex code, the color is actually the color.
Go to
Administration > Scorecard > Step 2: Grading Scheme
This is the global configuration for the instance's Scorecard. Any changes made here will impact the Label, Range, and Color for all scorecards in the Gainsight instance. So it's an area to be careful :)
By setting the Label for our light green measure to "Lime," the Report Builder knows to use Color selected for any situation where a string field value = "Lime".
https://mail.google.com/mail/u/0/?ui=2&ik=99b3d2c5b2&view=fimg&th=1527fa589e5f598e&attid=0.2&disp=emb&realattid=ii_1527f994a99399bb&attbid=ANGjdJ_2RYdPTLPtEW8I-_LEmTblbrH6RvTas3QgZ3zPvVb8ZNHfpDqq5UDD8LXmrYy6ERpjqCkmKKVf-Ochp3Anglt5az6WtYAGpQpmC3mmcDV6qJVOjxuBV0UaenQ&sz=w958-h576&ats=1459362514494&rm=1527fa589e5f598e&zw&atsh=1
So for our Habits Scorecard, where we group by "Habits Score Group" (a custom text field loaded by Rules), the report builder will use each of the colors above for the Green, Lime, Yellow, Orange and Red values.
https://mail.google.com/mail/u/0/?ui=2&ik=99b3d2c5b2&view=fimg&th=1527fa589e5f598e&attid=0.1&disp=emb&realattid=ii_1527fa0e7110d594&attbid=ANGjdJ-C3aweVeDWaj2TjBgHNTGC8456mxJEs_T2JbqEf1z34QRKFH-hsUX5RvYzs54OKjEJaIq73WRLv98AqfWHMs101rj6rc48tFl6PMVh9SqkZnkwBejx76XpSZY&sz=w958-h438&ats=1459362514494&rm=1527fa589e5f598e&zw&atsh=1
Try #2! Please LMK if this doesn't work and I can email them to you directly :)
Here's how we've worked around in GonG. This is not a catch-all solution for editing colors in Report Builder. This just lets you edit colors for Custom Fields that summarize scorecard values across your customer base.
Go to
Administration > Scorecard > Step 2: Grading Scheme
This is the global configuration for the instance's Scorecard. Any changes made here will impact the Label, Range, and Color for all scorecards in the Gainsight instance. So it's an area to be careful :)
By setting the Label for our light green measure to "Lime," the Report Builder knows to use Color selected for any situation where a string field value = "Lime".
https://mail.google.com/mail/u/0/?ui=2&ik=99b3d2c5b2&view=fimg&th=1527fa589e5f598e&attid=0.2&disp=emb&realattid=ii_1527f994a99399bb&attbid=ANGjdJ_2RYdPTLPtEW8I-_LEmTblbrH6RvTas3QgZ3zPvVb8ZNHfpDqq5UDD8LXmrYy6ERpjqCkmKKVf-Ochp3Anglt5az6WtYAGpQpmC3mmcDV6qJVOjxuBV0UaenQ&sz=w958-h576&ats=1459362514494&rm=1527fa589e5f598e&zw&atsh=1
So for our Habits Scorecard, where we group by "Habits Score Group" (a custom text field loaded by Rules), the report builder will use each of the colors above for the Green, Lime, Yellow, Orange and Red values.
https://mail.google.com/mail/u/0/?ui=2&ik=99b3d2c5b2&view=fimg&th=1527fa589e5f598e&attid=0.1&disp=emb&realattid=ii_1527fa0e7110d594&attbid=ANGjdJ-C3aweVeDWaj2TjBgHNTGC8456mxJEs_T2JbqEf1z34QRKFH-hsUX5RvYzs54OKjEJaIq73WRLv98AqfWHMs101rj6rc48tFl6PMVh9SqkZnkwBejx76XpSZY&sz=w958-h438&ats=1459362514494&rm=1527fa589e5f598e&zw&atsh=1
For May/July release - we will let you apply a custom color palette globally, so all reports across dashboards, c360, success snapshot and PPT export use these colors instead of the default Gainsight one. In the future, happy to do this at a per dashboard or snapshot level if really required. See mockup. You can access this setting from report landing page.
For July / Aug release - we will let you specify a color for specific value of any column in MDA / SFDC. There maybe some limitation on types of columns (e.g. doesn't make sense to apply comment to a free text field like comment, but most likely the logic will be only allow color setting for any fields where distinct value < 20). See a rough wireframe below. Hopefully this conveys what we plan to do. Essentially like report builder, you can select any SFDC or MDA object, then select fields. Once you select fields, it lists distinct values for those fields, and you can apply color to for any value. This will globally applied to every report and will override the default colors in Gainsight or via the palette above. While you can select any color, will show the palette colors as 'frequently used'. It's a bit similar to what we have today for a handful of standard salesforce objects but just a much more global solution.
By the way, I think 2nd more important than 1st. We prioritizing this way since 1st is a lot less work and want to get something out sooner.
Appreciate any feedback.
Gainsight reports support various visualization types such as pie, bubble, bar, and line charts. The colors in these graphs are based on a default palette of 20 colors.
This pallette works similar to the color palette in Microsoft Powerpoint. Here are some examples:
For bar charts, if plotting a single value, then all of the bars will display in the first color on the palette. For example TODO (will be in doc)
For bar charts or stacked bar charts, when plotting multiple values, you will see groups of multiple bars. The first bar in each group (based on sort order) will follow the first color in the palette, followed by other colors.
For pie charts, the first pie section (based on sort order) will show the first color, followed by other colors. If there are more than 20 pie sections, it will start from the first color again.
Since the colors depend on the order of values and not the value itself, reordering the values (or reordering the By fields) will change the color of a value or field in report.
Does this affect heat maps at all?
Higher the count, more heat;less count, moves towards green.