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Anonymous's avatar
Anonymous
Not applicable
7 years ago
Solved

Conditional formating based on cell another cell in a different table

Hi,

I have 2 tables as shown below. The left table is Actual and the right one is Target. I need to compare each value in the left table with its counterpart in the right table and if it's smaller number, then turn it into red otherwise no change!

What conditional formatting rule I have to apply?

The left table is summarized of 234 rows and 4 cloumns and the right one is obtained as is from Excel table called target.

  • MFelix's avatar
    MFelix
    7 years ago
    Hi Anonymous,

    The conditional formatting only works with numbers, so the easist way to make it work is to considerer the result a 0 or a 1, easy to remember when settibg up condittional formatting.

    You could also make it trough a difference and on conditional for matting everything lower than 0 would be marked.

    Regards,
    MFelix
  • TeigeGao's avatar
    TeigeGao
    7 years ago

    Hi Anonymous ,

    Actually, if you want to count them rather than sum them, you can edit the measure to:

    Actuals total = COUNT(Actuals[Value])

    Target Total = COUNT(Targets[Value])

    Condittional formatting = IF(Actuals[Actuals total]<Targets[Target Total];1;0)

    Best Regards,

    Teige

5 Replies

  • Hi Anonymous ,

     

    You need to have the two tables in a similar format basically:

    Actuals:

    Type         Cat         Value

    MEW 0 BORID 1
    MEW 0 CHIRT 24
    MEW 0 SANG 30
    MEW 0 XY 20
    MEW 0 EZ 10
    MEW F0 STR 4
    MEW F0 BORID 1
    MEW F0 CHIRT 2
    MEW F0 SROOK 1
    MEW F0 XY 1
    MEW F0 EX 1

     

    Target:

    TypeCatValue

    MEW 0 BORID 1
    MEW 0 CHIRT 28
    MEW 0 SANG 20
    MEW 0 XY 14
    MEW 0 EZ 10
    MEW F0 STR 2
    MEW F0 BORID 1
    MEW F0 CHIRT 1
    MEW F0 SROOK 1
    MEW F0 XY 1
    MEW F0 EX 1

     

    If the target table is on the format you present on the image you need to unpivot columns.

     

    Then create two tables with unique values for Type and Category and make a relationship between those two tables and the other two.

     

    Create the following measures:

    Actuals total = SUM(Actuals[Value])
    
    Target Total = SUM(Targets[Value])
    
    Condittional formatting = IF(Actuals[Actuals total]<Targets[Target Total];1;0)

    Now make your matrix based on the following setup:

    Rows: Type (from the table with unique values)

    Column: Categorry (from the table with unique values)

    Values: Actuals totals or Target totals

     

    Add a condittional formatting on the actuals with the following setup:

     

    Check result below and attach PBIX file.

    Regards,

    MFelix

    • Anonymous's avatar
      Anonymous
      Not applicable

      Great MFelix  thanks!

      May I ask what is ,1,0 in the formula and why you used them?

      • MFelix's avatar
        MFelix
        Super User
        Hi Anonymous,

        The conditional formatting only works with numbers, so the easist way to make it work is to considerer the result a 0 or a 1, easy to remember when settibg up condittional formatting.

        You could also make it trough a difference and on conditional for matting everything lower than 0 would be marked.

        Regards,
        MFelix