Ranking

Lumel EPM highlights the top or bottom N ranked values, making it easy to quickly identify the highest- and lowest-performing items.

One common use of conditional formatting is to highlight the top/bottom N ranked items in a report, which can help to quickly identify the most important or relevant items in the data.

Refer to create rule to get started. Once the rule is created and you can see the Conditional formatting side panel, follow the below steps.

Choose Ranking in the Format by dropdown. You can see the options shown in the below image. Using the Style section, you can format text based on color/style, apply a background color or select icons.

Conditional formatting based on Top N ranking

STEP 1: Let's apply icon-based formatting to the Top 3 variants based on Jan 2025 revenue. Update the highlighted properties as shown below and click Apply.

Customizing the rule

STEP 2: The top 3 categories based on Jan 2025 PY Revenue Recalc show an icon on the left and are highlighted in blue, as shown below.

Conditional formatting applied based on Top N ranking

STEP 3: You can also apply ranking based on percentages. In the image, the bottom 50% of variants based on Jan 2025 PY Revenue Recalc are highlighted in blue.

Conditional formatting for bottom 50% of variant

STEP 4: You can apply conditional formatting for the top and bottom items using the Both option. In the image, conditional formatting has been applied for the top and bottom variants.

Conditional formatting for top and bottom variants

STEP 5: Let's create one more rule for highlighting the top 5 brands, i.e., the subtotal rows. Create a new rule and configure it as shown below. Click Apply.

Applying CF for brand based on Ranking

STEP 6: Conditional formatting is not applied because it has been configured for Values only.

Conditional formatting for values

STEP 7: Change the Row hierarchy levels to Values and totals and click Apply. Notice how the subtotals are updated.

Conditional formatting for values and totals

FAQs

Q1: Can I customize the ranking criteria and display options? Yes. Lumel EPM allows you to define rankings based on a selected measure, choose top or bottom N values, and control how ranked items are highlighted using conditional formatting options.

Q2: How does ranking handle dynamic data changes? Ranking in Lumel EPM is dynamic. When underlying data changes, rankings are automatically recalculated based on the defined criteria, ensuring accurate and up-to-date results.

Q3: Does applying ranking affect report performance? No. Applying ranking does not impact report performance, data refresh, or calculations.