Forum Discussion
Conditional formatting based on Field value
I have 2 tables showing project details and the stage each project.
Table Project:
Table Stage:
I have created a matrix visualization that display the total revenue for each project for each month and a filter on stage:
I want to apply conditional formatting for Revenue depending on the Stage. All projects which are in Stage 1 and 2, font color for revenue should be in Orange, all projects which are in 3,4 and 5, font color for revenue should be in Green.
To achieve this, I created a calculated column in the Stage table like below:
Color = SWITCH(TRUE(),Stage[Stage]=1, "#FF4500",
Stage[Stage]=2, "#FF4500", Stage[Stage]=3, "#008000",
Stage[Stage]=4, "#008000",Stage[Stage]=5, "#008000","#FF1493")
I did the required modification in the Format pane like below:
This is not working the way I want. My desired output is something like below:
- If I do not select any value from Stage filter, the font for revenue value should come as Orange for all projects in Stage 1 and 2, and as Green for all projects in Stage 3,4,5.
- If I select Stage 1 and Stage 3 at the same time, all projects in Stage 1 should appear in Orange color and in Stage 3 should appear in Green.
Thank you for your help in advance!
Hey,
based on your sample file I created this measure and assigned the measure to the table: Project
viz Aid - FontColor Revenue = var theProject = SELECTEDVALUE('Project'[Project],BLANK()) var theLastDate = CALCULATE(MAX('Project'[Date]),'Project'[Project] = theProject) var theStage = CALCULATE(FIRSTNONBLANK('Project'[Stage],0),'Project'[Date] = theLastDate, 'Project'[Project]=theProject) var theColor = LOOKUPVALUE(Stage[Color],Stage[Stage], theStage) return theColorIt may look somewhat complicated, but with this measure it is possible to retrieve the stage value from the last date of a project. This value is used to pull the color from the stage table using the LOOKUPVALUE(...) function.
The measure "just" returns the color that is associated with the stage value.
Then I used "Conditional Formatting" on the font color on the revenue in the matrix visual like so:
The result looks like this
And here is a link to your sample file that contains my solution:
Regards,
Tom
4 Replies
Hey,
I'm wondering if there is some kind of realtionship betwenn both tables.
I recommend to create a measure that looks for the stage value inside the project table and use this measure for the conditionali formatting on your revenue field.
Please consider to create a pbix with some sample data, upload the file to onedrive or dropbox and share the link.
Regards,
Tom
Hi TomMartens
Thank you for your response. Yes, both the tables are connected. For convenience, I am sharing a pbix. here's the link:
https://www.dropbox.com/s/tt0ib5d6429502b/test.pbix?dl=0
Please let me know if you require further information.
And thank you once again :)
Hey,
based on your sample file I created this measure and assigned the measure to the table: Project
viz Aid - FontColor Revenue = var theProject = SELECTEDVALUE('Project'[Project],BLANK()) var theLastDate = CALCULATE(MAX('Project'[Date]),'Project'[Project] = theProject) var theStage = CALCULATE(FIRSTNONBLANK('Project'[Stage],0),'Project'[Date] = theLastDate, 'Project'[Project]=theProject) var theColor = LOOKUPVALUE(Stage[Color],Stage[Stage], theStage) return theColorIt may look somewhat complicated, but with this measure it is possible to retrieve the stage value from the last date of a project. This value is used to pull the color from the stage table using the LOOKUPVALUE(...) function.
The measure "just" returns the color that is associated with the stage value.
Then I used "Conditional Formatting" on the font color on the revenue in the matrix visual like so:
The result looks like this
And here is a link to your sample file that contains my solution:
Regards,
Tom
