--- title: "Adding Thresholds to Visualizations in AI Dashboards" slug: "r365-intelligence-adding-thresholds-to-visualizations" description: "Add thresholds to AI Dashboard metrics: set type, color, Break By, margin selector, and use the Advanced Threshold Editor for fine-tuned ranges." updated: 2026-04-13T16:13:28Z published: 2026-04-13T16:13:28Z canonical: "docs.restaurant365.com/r365-intelligence-adding-thresholds-to-visualizations" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt > Use this file to discover all available pages before exploring further. # Adding Thresholds to Visualizations in AI Dashboards Thresholds can be applied to data on [visualizations](/doc/docs/r365-intelligence-editing-visualizations). Thresholds will apply margins to the data and color-code the data based on those margins, enabling users to easily distinguish the data that falls between the high, low, and/or mid-range margins. --- ## Video - How to Configure Advanced Thresholding [Embedded content](https://player.vimeo.com/video/1062115109?h=63ca12f59e&badge=0&autopause=0&player_id=0&app_id=58479) --- ## Adding a Threshold to a Metric To add a threshold to a visualization, first ensure that the Dashboard is in **Edit** mode. Then: 1. **Right click over a metric** that needs a threshold. 2. From the dropdown menu, select **Threshold**. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-FT3Y5LVA.png) This will open up the **Thresholds** configurator dialog box. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-MMTNOZ8L.png) --- ## Configuring a Metric Threshold As with most R365 AI Dashboards features, thresholds can be customized as needed. Thresholds are configured from the **Thresholds** dialog box. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-AEHQB5S8.png) | | Field / Button | Description | | --- | --- | --- | | **1** | Thresholds Type | Select whether to show margins based on color only or to show thresholds indicated with an image, like an arrow. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/d9c51f01-8e3e-40a7-b01b-0a3c57a73564.png) | | **2** | Color / Shape | Use this field to select a color scheme for color-based thresholds, or change the image of an image-based threshold. > When image-based is selected, users are limited to red, green, and yellow as image colors. | | **3** | Based On | Select what the threshold is based on, including selecting the metric of which the threshold is based and the indicator that determines the threshold. While the metrics are limited to the other metrics applied to the visualization, users can select from the following indicators: - Value - Lowest - Highest - Lowest % - Highest % This will determine how the data points are colored/labeled. | | **4** | Break By | Select an attribute of which to break by, if any. The default setting for this field is None. | | **5** | Threshold Margin Selector | Using this scale, users can select the specific margins for the thresholds. The numbers on both ends of this sliding scale will change as the Based On indicator is changed. | | **6** | Advanced Threshold Editor | Click to open the Advanced Threshold Editor, which allows users to build customized conditions when creating a threshold. | --- ## Applying Thresholds After customizing the threshold, click the **Apply** button to Apply the changes. Then, click **Ok** to close the dialog box. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/b5616079-3596-44c9-ae35-03c742ed1a27.gif) --- ## Clearing or Editing Thresholds Thresholds can be removed or edited. When thresholds are no longer needed or need to be edited, **right click the metric** that needs to be removed or edited. From the dropdown, select either **Edit Threshold** or **Clear Thresholds**. - Clicking **Clear Thresholds** will remove the threshold completely, and this metric will revert to its original form. - Clicking **Edit Thresholds** will open the Thresholds settings dialog box once again so that changes can be made. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-IA0SYTFX.png) --- ## Adding a Threshold to an Attribute If necessary for their report, thresholds can be added to single attributes. However, because attributes are **not measurements**, there are no default or preprogrammed settings for thresholds being applied to an attribute. When **Thresholds** is selected to be added to an attribute, create personalized threshold conditions. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/96fc907c-d69b-4aa3-92ce-79a33bcf1c29.png) ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/9d517c0b-5aee-4ec8-94a8-cfb901c2f80f.png)