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Setting Display Ranges for Numeric Fields

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You are viewing content for Planview Enterprise One release – Portfolio and Resource Management.

Why Set Display Ranges for Numeric Fields?

For a numeric field, you define ranges and associate colors with those ranges to specify how the field's values are represented in bubble charts, pie charts, bar graphs, and other reports. For example, you can set display ranges for a field so that in reports red indicates values from 0 to 5, blue indicates values from 6 to 9, and so on.

When setting a display range, you define a threshold and color to establish the values and colors associated with that range. You also enter a pair of descriptive names (one full description and one partial) for each range.

Set Display Ranges for a Numeric Field

To set display ranges for a numeric field:

  1. Navigate to the Manage Attributes screen.

    On the menu bar, click Administration > Attributes and Column Sets > Fields.

    The Review Customizable Fields screen appears.

               

    NOTE

    You cannot set display ranges for a numeric field available as a financial-planning column. The Manage Attributes screen's ID column can help you determine whether a field is available as a financial-planning column because such a field typically has an ID format of Cnnn_entitytype, such as C9_plan, C1091_strat, or C1033_prod.

               

  2. Click the left attributes filter list, which is represented by a funnel icon filter, and then click Fields.

  3. On the appropriate row, click the action menu. Then click Ranges.

    Each row in the Edit Display Options screen that appears defines a range. A range includes numbers greater than or equal to the threshold value entered for that range. A threshold value in the first row is unnecessary because the first range includes all values less than the threshold value entered in the second row.

    Suppose you want to establish three ranges. The first one is for values from 0 to 5, the second one is for values from 6 to 9, and the third one is for values above 10. You set these ranges by entering 6 as the threshold value in the second row and 10 as the threshold value in the third row.

  4.  For each range you want to set, take the following steps on the appropriate row:
    1. Enter the lowest threshold value you want the range to include.

      You can enter only positive numbers as threshold values. If a field's actual values include negative numbers, those values are represented in reports by the color selected on the first row.
    2. Enter a description and short name for the range.

      The description and short name may be different or the same. Whether a report includes the description or short name varies from report to report.
    3. Select the color that is to represent the range in reports.

                 

      NOTE

      In some browsers, the selected color is not displayed until you click elsewhere on the screen after making your selection.

                 

  5. If you want to specify more ranges for the field, add additional rows by clicking Update/Add. Then define the threshold, description, short name, and color for other ranges as needed.

               

    TIP

    If you need to insert a new range between two existing ranges, define the new range. After you click Update/Add, the ranges are automatically sorted in numerical order.

               

     

  6. Click Save.
  1. Navigate to the Manage Attributes screen.

    On the menu bar, click Administration > Attributes and Column Sets > Fields.

    The Review Customizable Fields screen appears.

               

    NOTE

    You cannot set display ranges for a numeric field available as a financial-planning column. The Review Customizable Fields screen's Field ID column can help you determine whether a field is available as a financial-planning column because such a field typically has a Field ID format of Cnnn_entitytype, such as C9_plan, C1091_strat, or C1033_prod.

               

  2. Click ranges next to the numeric field for which you are setting display ranges.

    Each row in the Edit Display Options screen that appears defines a range. A range includes numbers greater than or equal to the threshold value entered for that range. A threshold value in the first row is unnecessary because the first range includes all values less than the threshold value entered in the second row.

    Suppose you want to establish three ranges. The first one is for values from 0 to 5, the second one is for values from 6 to 9, and the third one is for values above 10. You set these ranges by entering 6 as the threshold value in the second row and 10 as the threshold value in the third row.

  3.  For each range you want to set, take the following steps on the appropriate row:
    1. Enter the lowest threshold value you want the range to include.

      You can enter only positive numbers as threshold values. If a field's actual values include negative numbers, those values are represented in reports by the color selected on the first row.
    2. Enter a description and short name for the range.

      The description and short name may be different or the same. Whether a report includes the description or short name varies from report to report.
    3. Select the color that is to represent the range in reports.

                 

      NOTE

      In some browsers, the selected color is not displayed until you click elsewhere on the screen after making your selection.

                 

  4. If you want to specify more ranges for the field, add additional rows by clicking Update/Add. Then define the threshold, description, short name, and color for other ranges as needed.

               

    TIP

    If you need to insert a new range between two existing ranges, define the new range. After you click Update/Add, the ranges are automatically sorted in numerical order.

               ​​​​

  5. Click Save.

           

Prerequisites (Why can't I set display ranges for numeric fields?)

If you can't set display ranges for numeric fields, ensure that the following prerequisites are met.

User Role Features

The following features must be enabled on your user role.

Enabled Global or System Options

  • None.

Grants

  • None.

Additional Prerequisites