A chart rule enables you to define a condition, an action and/or a style. When the condition is met, the action and/or style is applied to boxes to which the rule applies.
To create a chart rule:
1 Select Chart Rules from the Format menu to display the Chart Rules dialog box.
2 Click Add. The Chart Rules dialog box Define Chart Rule tab is displayed.
3 Enter the rule name in the Chart Rule Name field.
4 Define the criteria for the rule as follows:
Define the first search criteria expression by selecting from the Field Name and Comparison drop-down lists. Then enter the comparison string in the Contents field.
Define any additional search criteria in the second and subsequent lines by selecting the And/OR search condition for each line.
Select Match Case to match only words that are capitalized the same way as the text in the Contents field.
Select Whole Word Only to match only complete words that match the Contents field entries.
Note: Use the Constants button to include any defined constants in the condition. See Using Constants for more information on using constants.
5 Optionally, you can limit a chart rule to one or more levels in your chart as follows:
Select the Limit to checkbox and then select chart or sub-chart from the drop-down list to specify whether to limit the chart rule to a level(s) within the entire chart or a level(s) within the current sub-chart.
Define the level range(s) to which you want the chart rule limit to apply.
6 Click OK. The chart rule is added to the list of rules in the Chart Rules dialog box.
7 Select the chart rule and use the Chart Style or Action buttons to select a style or action to associate with the chart rule. Click Clear to reset the style and action.
Note: By default, boxes are demoted one level if you associate a demote action with a chart rule. If needed, you can use the levels drop-down list in the Actions dialog to specify any number of levels to demote.
8 Click OK. The style and/or action are applied to all boxes in all charts that meet the chart rule.
To edit a chart rule:
1 Select a chart rule in the Chart Rules dialog box and click the Edit button.
2 Change the chart rule in the Chart Rule Properties dialog box and click OK.
To copy a chart rule:
1 Select a chart rule in the Chart Rules dialog box and click the Copy button.
2 Click the Edit button to modify the Chart Rule.
3 Click OK when finished.
Note: You can disable a chart rule by clearing that chart rule’s check box.