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Anonymous's avatar
Anonymous
Not applicable
2 years ago
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Conditional formatting

Hello,   Is it possible to apply conditional formatting based on (value in card is equal to or less than or greater than measure value)   Example: "Measure" value is dyanmic (usually 1-100) card...
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  • Dangar332's avatar
    Dangar332
    2 years ago

    hi, Anonymous 
    follow below step
    make mesure for outcome

    formatting =
    var target = 500
    var clo = SUMX(condifo,condifo[closedpoint])
    var a = DIVIDE(clo,target)*31
    var b =7
    var final = DIVIDE(a,b)
    return final
     
    create mesure for rules for conditional formatting
    rules = SWITCH(TRUE(),
    condifo[formatting]<0.5,"#FF0000",
    condifo[formatting]<0.7,"#FFFF00",
    condifo[formatting]<0.9,"#FFA500",
    condifo[formatting]<1,"#90EE90",
    condifo[formatting]>1.2,"#00FF00")
     
    create table visuals or you can change if another needed

     

    go to formatting measure > select conditional formatting > select background color

     

    select feild value

     

    press ok 
    you get these

     

     

    If this post helps, then please consider Accepting it as the solution to help the other members find it more quickly. Appreciate your kudos.

     

Anonymous's avatar
Anonymous
Not applicable
2 years ago

Hi Dangar332,

 

Below is what we achieved in Excel:

  • closed points is SUM of each agent's achievement
    • Then conditionally formatted with rule "closed points divided by target multiplied by no.of days in the month divided by today = x%")
      • if x% is equal to or less than 50% then background color = Red
      • if x% is between 50-90 then yellow and so on)

Agent NameClosed Points formula hereOutcome Target assumed500 
A120=(B2/500)*31/DAY(TODAY())1.06 days in month31 
B80=(B3/500)*31/DAY(TODAY())0.70 today value707/10/2023
C49=(B4/500)*31/DAY(TODAY())0.434    
D102=(B5/500)*31/DAY(TODAY())0.9    
     Conditional formatting rules based on value 
    outcome<0.5RedStop if true
    outcome<0.7YellowStop if true
    outcome<0.9OrangeStop if true
    outcome<1Light GreenStop if true
    outcome>1.2GreenStop if true
        
  • Dangar332's avatar
    Dangar332
    Icon for Resident Rockstar rankResident Rockstar
    2 years ago

    hi, Anonymous 
    follow below step
    make mesure for outcome

    formatting =
    var target = 500
    var clo = SUMX(condifo,condifo[closedpoint])
    var a = DIVIDE(clo,target)*31
    var b =7
    var final = DIVIDE(a,b)
    return final
     
    create mesure for rules for conditional formatting
    rules = SWITCH(TRUE(),
    condifo[formatting]<0.5,"#FF0000",
    condifo[formatting]<0.7,"#FFFF00",
    condifo[formatting]<0.9,"#FFA500",
    condifo[formatting]<1,"#90EE90",
    condifo[formatting]>1.2,"#00FF00")
     
    create table visuals or you can change if another needed

     

    go to formatting measure > select conditional formatting > select background color

     

    select feild value

     

    press ok 
    you get these

     

     

    If this post helps, then please consider Accepting it as the solution to help the other members find it more quickly. Appreciate your kudos.

     

    • Anonymous's avatar
      Anonymous
      Not applicable
      2 years ago

      Appreciate your support Dangar332