In this guide, you will learn how to effectively use colors to visually organize and categorize your tasks in Jetfile.
Using color coding
Color coding is a simple but effective way to make data more organized and accessible. By assigning different colors to different categories, values, or data ranges, you can quickly identify patterns, trends, outliers, and relationships in your data. Color coding can also help you highlight important information, emphasize key points, and create visual contrast.
Some best practices for using color coding in data are:
- Use a consistent and logical color scheme that matches the meaning and purpose of your data. For example, use green for positive values, red for negative values, warm colors for high values, and cool colors for low values.
- Avoid using too many colors or colors that are too similar, as this can make your data confusing and hard to read. Use a color palette tool to choose colors that are distinct and harmonious.
- Use color sparingly and strategically. Don't color every cell or every row in your data, but only those needing attention or emphasis. Use color to highlight outliers, exceptions, errors, or changes in your data.
- Consider accessibility and readability when choosing colors. Ensure your colors have enough contrast and brightness to be visible and distinguishable. Avoid using problematic colors for people with color vision deficiencies, such as red-green or blue-yellow combinations.
- Test and evaluate your color coding. Ask yourself if your color coding helps you understand your data better or if it distracts or confuses you. Get feedback from others who use or view your data, and make adjustments as needed.
Applying color coding in Jetfile
Right-click on your mouse to open Settings.
💡This works for both Marketing Query and Renewals.
Select Color coding, and then click on Edit Color Themes.
With the Edit Color Themes menu now open, start by providing a name for your theme in the top selection bar.
Select Confirm on the bottom right of the screen to save it.
To add new color coding rules, select the ➕icon next to Field.
ReFocus AI offers two types of confidence measurements: numerical (ex: 78.00) and qualitative (high, medium, or low). Both can be utilized to create color coding.
💡We recommend you use either numerical or qualitative confidence to build your color coding, but not both simultaneously. If you have questions, contact your ReFocus AI support person, who can guide you through the decision. In most situations, qualitative confidence will be preferred.
Color Coding for Qualitative Confidence
From the Field drop-down menu, select Accuracy (Qualitative).
Under Operator, select Contains.
For Expression, type in High, Medium, or Low.
⚠️ If there are any spelling errors in Expression, the color coding won't work properly.
Color Coding for Numerical Confidence
From the Field drop-down menu, select Accuracy (Numeric).
Under Operator, select Equal, Greater, Smaller, or Different, depending on your chosen color coding strategy.
For Expression, type in a number. Depending on the Operator, the color coding will now apply to all numbers that are the same, higher, lower, or different.
Set Coloring
In the Color field, use the color selector to apply the desired color, which will appear as a highlight for the row of data.
Click Confirm to save your selection or updates.