A stoplight chart is a graphic that displays conditions visually. They are great for showing your audience status reports that can be understood at a glance. Consider the following example, which displays whether or not a customer has used a particular product feature at Matik:
If a customer has used each specific feature, there will be a green checkmark:
If they have not used a feature, there will be a red checkmark:
Creating this chart in Matik is easy! There are two main approaches for building stoplight-type charts. The first uses image dynamic content to insert the icon or image of your choosing in your presentation. The second approach uses emojis to insert your indicators as text. This can be advantageous if you want to use a stoplight chart within an existing table as a simple status indicator or want to include an emoji within a line of text. Both approaches are outlined below:
Emoji Stoplight Charts
To create an emoji stoplight chart, we'll use two pieces of linked Dynamic Content. The first Dynamic Content generates the values that determine what emoji is inserted. The second is a Google Sheet that takes that value and selects the corresponding emoji.
For the sake of simplicity, let's assume our first piece of Dynamic Content outputs 3 possible values: Red, Yellow, and Green.
The Google Sheet Dynamic Content's function is to take an input value produced by your first piece of Dynamic Content and convert it into an emoji. There are many ways to do this. The simplest is with a simple Vlookup function. This Google Sheet shows an example. Feel free to make a copy to use for your own Matik stoplight charts.
The VLoopup function in Cell B6 will select the appropriate emoji based on the value in Cell A6. Note that you will have to alter the values in Column A to match the values output by your Dynamic Content. You can also alter the emojis in column B to your choosing.
To set up in Matik, add your emoji Google Sheet as a data source and create a new piece of dynamic content with it selected.
Enter your Input Cell and Output Cell from your Google Sheet DC. For input value, enter your Dynamic Content surrounded in double curly brackets e.g. {{Stoplight_DC_1}}. Ensure "Text" is selected for Dynamic Content type and save. Finally, tag the text in your presentation with the Dynamic Content you created.
Image Stoplight Charts
Start by creating a template and adding it to Matik. Use a placeholder image for the icon that you wish to replace with dynamic content.
Note that this is the image that will display in the presentation if there is an error, so ensure it will be easy for your end users to differentiate this image from the checkmarks above.
Next, we need to create Dynamic Content in Matik for each of the features we want to display. In this tutorial, we will only be displaying Dynamic Content for the Bulk Generation icon. The steps are similar for the remaining features.
Create a new piece of Image Dynamic Content and write a query that will look up if the customer has used this feature. The query will return one of two image urls: The red checkmark image if the customer has not used Bulk Generation and a green checkmark image if they have. If your images don’t have a URL where they can be accessed publicly, you can create them using the instructions in this article.
The general logic of the query is as follows:
- Compile how many times a customer has used the Bulk Generation feature in Matik
- Use a case statement to return the proper image URL that corresponds to the checkmark icon we want to be inserted.
&:company_name_mapped_id is a Matik input. See this article for more on Matik inputs.
When your Dynamic Content is completed, be sure to tag the appropriate image icon on your slide. Finally, sync your template and test!
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