Action Dots

Learn how to use Action Dots to visually represent performance for faster, more efficient analysis in Lumel EPM.

Why Action dots?

Color-coded dots in conditional formatting provide an at-a-glance view of performance. Each dot changes color automatically based on value thresholds, making it easy to identify high, medium, or low values in your data. This visual approach helps users quickly spot trends, outliers, and key metrics without scanning through numbers.

In this section, we'll explore conditional formatting with action dots. You can either create a new rule, as shown her,e or edit the action dots inserted using the one-click option explained here.

Refer to the Create Rule section to get started. Once the rule is created and you can see the Conditional Formatting side panel, follow the steps below.

Select Action Dots in the Color scale for dropdown. Format by should be set to Color Scale.

Conditional formatting with action dots

We've already covered some of the options in the Color Scales section. Let's look at the customization options specific to action dots.

1. Custom color ranges

You can create custom color schemes based on percentages or actual values. Click the Add Range option to add additional ranges. Use the icon to remove a particular range.

Action dots based on percentages

Action dots based on values

2. Single icon

You can choose to display only one dot for a range of values by selecting this option. Notice how only one action dot is rendered in the categories highlighted when the Single Icon option is enabled

Single icon enabled

Single icon disabled

3. Hide value

Check the Hide Value checkbox to see only the action dots - the values are hidden.

Hide value

4. Middle percentage

The number of action dots rendered for a particular range will change based on the middle value. We've set the middle percentage to 70 notice how we have more green dots and fewer red dots.

Middle percentage

FAQs

Q1: Can I customize the thresholds and colors for Action Dots in Lumel EPM? Yes. Lumel EPM allows you to define custom value thresholds for Action Dots and assign specific colors for high, medium, and low performance. This flexibility helps you align indicators with your KPIs, targets, and corporate branding standards.

Q2: Do Action Dots update automatically when data changes? Yes. Action Dots in Lumel EPM are fully dynamic. As the underlying data updates, dot colors automatically adjust based on the configured rules, ensuring performance indicators always reflect the latest data.

Q3: Can Action Dots be displayed alongside values or in separate columns? Yes. Action Dots can be displayed inline with numeric values or placed in a separate column, depending on your report layout and readability preferences.

Q4: Do Action Dots impact report performance or data refresh? No. Action Dots are a visual classification feature and do not affect data refresh, calculations, or overall report performance. They are optimized for efficient rendering within Lumel EPM reports.

Q5: When should I use Action Dots instead of icons or text indicators? Action Dots are best suited for scenarios where a clean, minimal, and at-a-glance performance view is required. They are particularly effective in dense financial and operational reports where quick visual scanning is more important than detailed labels or symbols.