Forum Discussion

Anonymous's avatar
Anonymous
Not applicable
2 years ago
Solved

Conditional Formatting Matrix

Hello Power BI Community,

 

I am trying to create a conditional format on a matrix. The conditional format I envision will be applied on a row-by-row level.

 

I am pretty close. I hope you can help me get the football over the goal line. 

 

Here is the link to the data and PBIX. The data is fake but the problem is real.

 

Data and PBIX 

 

My output so far.

 

My Issue

CF Measure is applied on conditional formatting

Goal of CF measure

 

conditional formatting on a row by row basis

 

Issues with CF measure

  1. Different color for exact values. see Approaches row. I would like 6 and 6 to be the same color.
  2. Did Not Meet should be red if greater than 5. 

Here is my CF Measure

CF =
VAR SummaryTable =
    CALCULATETABLE (
        ADDCOLUMNS (
            SUMMARIZE (
                'Test and Intervention Hours',
                Campus[Intervention Teacher Last Name],
                'Test and Intervention Hours'[Performance Level]
            ),
            "Students", [Total Students]
        ),
        ALLSELECTED ( 'Test and Intervention Hours'[Performance Level])
    )
VAR MaxValue =
    MAXX ( SummaryTable, [Total Students]  )
VAR MinValue =
    MINX ( SummaryTable, [Total Students] )
VAR Range = MaxValue - MinValue
VAR Shade =
    ROUND ( DIVIDE (
        [Total Students] - MinValue,
        RANGE )  * 120, 0 )
VAR Color = "hsla(" & Shade & ", " & "100%" & "," & "90%" & "," & 1 & ")"
RETURN
    Color
 
All guidance is greatly appreciated.
 
Luis

 

 

 

 

  • OwenAuger's avatar
    OwenAuger
    2 years ago

    Hi Anonymous 

    1. You should use ALLSELECTED () with no arguments if you want the Range to be based on all values in the visual. This will ensure that the same number receives the same format.
    2. You need to add a branch to test whether Total Students > 5 & Performance Level = "Did Not Meet", and return the required "red" colour in that case.

    I have attached an edited version of the PBIX.

     

    There are two CF measures I tried:

    1. CF: The only change is to force Total Students > 5 & Did Not Meet to "red".
    2. CF v2: Same as CF, but the range is based only on the values excluding Total Students > 5 & Did Not Meet.

    Here are the measures:

    CF = 
VAR TotalStudents =
    [Total Students]
VAR PerformanceLevel =
    SELECTEDVALUE ( 'Test and Intervention Hours'[Performance Level] )
VAR DidNotMeetgreaterThan5 =
    AND (
        PerformanceLevel = "Did Not Meet",
        TotalStudents > 5
    )
VAR OverrideColour = "red" -- adjust as needed
VAR Color =
    IF (
        DidNotMeetgreaterThan5,
        -- If Did Not Meet & Total Students > 5 then use OverrideColour
        OverrideColour,
        -- Otherwise use normal rule
        VAR SummaryTable =
            CALCULATETABLE (
                ADDCOLUMNS (
                    SUMMARIZE (
                        'Test and Intervention Hours',
                        Campus[Intervention Teacher Last Name],
                        'Test and Intervention Hours'[Performance Level]
                    ),
                    "Students", [Total Students]
                ),
                ALLSELECTED ()
            )
        VAR MaxValue = MAXX ( SummaryTable, [Students] )
        VAR MinValue = MINX ( SummaryTable, [Students] )
        VAR Range = MaxValue - MinValue
        VAR Shade =
            ROUND (
                DIVIDE ( TotalStudents - MinValue, Range ) * 120,
                0
            )
        RETURN
        "hsla(" & Shade & ", " & "100%" & "," & "90%" & "," & 1
        & ")"
    )
RETURN
    Color
    CF v2 = 
VAR TotalStudents =
    [Total Students]
VAR PerformanceLevel =
    SELECTEDVALUE ( 'Test and Intervention Hours'[Performance Level] )
VAR DidNotMeetgreaterThan5 =
    AND (
        PerformanceLevel = "Did Not Meet",
        TotalStudents > 5
    )
VAR OverrideColour = "red" -- adjust as needed
VAR Color =
    IF (
        DidNotMeetgreaterThan5,
        -- If Did Not Meet & Total Students > 5 then use OverrideColour
        OverrideColour,
        -- Otherwise use normal rule
        VAR SummaryTable =
            FILTER (
                CALCULATETABLE (
                    ADDCOLUMNS (
                        SUMMARIZE (
                            'Test and Intervention Hours',
                            Campus[Intervention Teacher Last Name],
                            'Test and Intervention Hours'[Performance Level]
                        ),
                        "Students", [Total Students]
                    ),
                    ALLSELECTED ()
                ),
                NOT AND (
                    'Test and Intervention Hours'[Performance Level] = "Did Not Meet",
                    [Students] > 5
                )
            )
        VAR MaxValue = MAXX ( SummaryTable, [Students] )
        VAR MinValue = MINX ( SummaryTable, [Students] )
        VAR Range = MaxValue - MinValue
        VAR Shade =
            ROUND (
                DIVIDE ( TotalStudents - MinValue, Range ) * 120,
                0
            )
        RETURN
        "hsla(" & Shade & ", " & "100%" & "," & "90%" & "," & 1
        & ")"
    )
RETURN
    Color

     

2 Replies

  • OwenAuger's avatar
    OwenAuger
    Super User
    2 years ago

    Hi Anonymous 

    1. You should use ALLSELECTED () with no arguments if you want the Range to be based on all values in the visual. This will ensure that the same number receives the same format.
    2. You need to add a branch to test whether Total Students > 5 & Performance Level = "Did Not Meet", and return the required "red" colour in that case.

    I have attached an edited version of the PBIX.

     

    There are two CF measures I tried:

    1. CF: The only change is to force Total Students > 5 & Did Not Meet to "red".
    2. CF v2: Same as CF, but the range is based only on the values excluding Total Students > 5 & Did Not Meet.

    Here are the measures:

    CF = 
VAR TotalStudents =
    [Total Students]
VAR PerformanceLevel =
    SELECTEDVALUE ( 'Test and Intervention Hours'[Performance Level] )
VAR DidNotMeetgreaterThan5 =
    AND (
        PerformanceLevel = "Did Not Meet",
        TotalStudents > 5
    )
VAR OverrideColour = "red" -- adjust as needed
VAR Color =
    IF (
        DidNotMeetgreaterThan5,
        -- If Did Not Meet & Total Students > 5 then use OverrideColour
        OverrideColour,
        -- Otherwise use normal rule
        VAR SummaryTable =
            CALCULATETABLE (
                ADDCOLUMNS (
                    SUMMARIZE (
                        'Test and Intervention Hours',
                        Campus[Intervention Teacher Last Name],
                        'Test and Intervention Hours'[Performance Level]
                    ),
                    "Students", [Total Students]
                ),
                ALLSELECTED ()
            )
        VAR MaxValue = MAXX ( SummaryTable, [Students] )
        VAR MinValue = MINX ( SummaryTable, [Students] )
        VAR Range = MaxValue - MinValue
        VAR Shade =
            ROUND (
                DIVIDE ( TotalStudents - MinValue, Range ) * 120,
                0
            )
        RETURN
        "hsla(" & Shade & ", " & "100%" & "," & "90%" & "," & 1
        & ")"
    )
RETURN
    Color
    CF v2 = 
VAR TotalStudents =
    [Total Students]
VAR PerformanceLevel =
    SELECTEDVALUE ( 'Test and Intervention Hours'[Performance Level] )
VAR DidNotMeetgreaterThan5 =
    AND (
        PerformanceLevel = "Did Not Meet",
        TotalStudents > 5
    )
VAR OverrideColour = "red" -- adjust as needed
VAR Color =
    IF (
        DidNotMeetgreaterThan5,
        -- If Did Not Meet & Total Students > 5 then use OverrideColour
        OverrideColour,
        -- Otherwise use normal rule
        VAR SummaryTable =
            FILTER (
                CALCULATETABLE (
                    ADDCOLUMNS (
                        SUMMARIZE (
                            'Test and Intervention Hours',
                            Campus[Intervention Teacher Last Name],
                            'Test and Intervention Hours'[Performance Level]
                        ),
                        "Students", [Total Students]
                    ),
                    ALLSELECTED ()
                ),
                NOT AND (
                    'Test and Intervention Hours'[Performance Level] = "Did Not Meet",
                    [Students] > 5
                )
            )
        VAR MaxValue = MAXX ( SummaryTable, [Students] )
        VAR MinValue = MINX ( SummaryTable, [Students] )
        VAR Range = MaxValue - MinValue
        VAR Shade =
            ROUND (
                DIVIDE ( TotalStudents - MinValue, Range ) * 120,
                0
            )
        RETURN
        "hsla(" & Shade & ", " & "100%" & "," & "90%" & "," & 1
        & ")"
    )
RETURN
    Color

     

    • Anonymous's avatar
      Anonymous
      Not applicable
      2 years ago

      That was perfect OwenAuger !

       

      I can follow your logic.