topic Re: conditional formatting lost when USERELATIONSHIP ist used in Custom Visuals Development Discussion

conditional formatting lost when USERELATIONSHIP ist used

cornaSn — Thu, 27 Mar 2025 11:17:51 GMT

I have a table with two important values and two connections to the data model. Since I need the second value in my table, I used the USERELATIONSHIP function. Some data in the table is conditionally formatted, but this formatting is partially lost when using a slicer. I assume the slicer is applied to the "main" value where the connection is always active.
Is there a workaround or a better solution than duplicating the entire table?
Thanks for the help!

Best regards 🙂

Re: conditional formatting lost when USERELATIONSHIP ist used

lbendlin — Thu, 27 Mar 2025 12:40:42 GMT

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Re: conditional formatting lost when USERELATIONSHIP ist used

Deku — Thu, 27 Mar 2025 20:57:47 GMT

Are you using a measure for the formatting. Is the colour selected with selectedvalue() and userelationship results in a blank??

Re: conditional formatting lost when USERELATIONSHIP ist used

cornaSn — Fri, 28 Mar 2025 10:55:30 GMT

So this is my visual Table: (the last column is there due to the USERELATIONSHIP otherwise, the data would now show when I filter with Sales Manager from the second table.

Table 1:

Index	Creator ZIP	Date of Creation	Processor ZIP	Product	Processingquality	Date of processing	Completed on	Status	ZIP_Processor_Measure
1	45678	27.01.2025	45678	A	Timely processing	27.01.2025	27.01.2025	successfully completed	1
2	56789	28.02.2025	56789	B	Timely processing	28.02.2025	28.02.2025	successfully completed	1
3	55551	17.03.2025	19283	B	Timely processing	17.03.2025	25.03.2025	successfully completed	1
4	3922	27.02.2025	37465	A	Timely processing	27.02.2025		in process	1
5	3313	22.01.2025	12349	A	Timely processing	22.01.2025	22.01.2025	not successfully completed	1
6	3370	24.01.2025	12349	A	Timely processing	27.01.2025	27.01.2025	not successfully completed	1
7	45678	20.02.2025	45678	C	SLA exceeded	25.02.2025	25.02.2025	not successfully completed	1
8	98761	03.03.2025	98761	B	Timely processing	03.03.2025	03.03.2025	not successfully completed	1
9	23459	16.01.2025	23459	A	SLA exceeded			open	1
10	87651	12.02.2025	87651	A	SLA exceeded			open	1
11	23459	18.02.2025	23459	A	SLA exceeded			open	1
12	23459	19.03.2025	23459	B	SLA exceeded			open	1

Table 2:

ZIP Code	Sales Manager
12345	Max
23456	Alex
34567	Cathy
45678	Christian
56789	Christian
19283	Christian
37465	Christian
12349	Christian
12349	Christian
45678	Christian
98761	Christian
23459	Christian
87651	Christian
23459	Christian
23459	Christian
55551	Anthony

The issue I'm facing is with the "processing quality" column, which has conditional formatting. Specifically, cells that indicate "on-time processing" have a green checkmark, while cells that indicate "SLA exceeded" have a red cross and a red background.

However, when I filter by Sales Manager "Christian," I get all the data based on my helper column (the last column in the table). The problem is that the formatting disappears for all ZIP codes where the Creator ZIP does not belong to Christian. Since he is the Processor, the formatting should still be applied.
Additionally, I used the USERELATIONSHIP function in the table to manage the relationship between the Creator ZIP and Processor ZIP.

Here is also a screenshot of the issue. The conditional formatting should be applied to all of the data

ps.: In the screenshot the second ZIP Code should be the Processor ZIP

Re: conditional formatting lost when USERELATIONSHIP ist used

cornaSn — Fri, 28 Mar 2025 11:12:22 GMT

The conditional formatting is done via rules, if it contains a certain word, then take the symbol X

Re: conditional formatting lost when USERELATIONSHIP ist used

cornaSn — Fri, 28 Mar 2025 11:20:34 GMT

However, when I filter by Sales Manager "Christian," I get all the data based on my helper column (the last column in the table). The problem is that the formatting disappears for all ZIP codes where the Creator ZIP does not belong to Christian. Since he is the Processor, the formatting should still be applied.

Here is also a screenshot.

ps.: the second ZIP should be the processor ZIP.

Unfortunatly i couldn't insert the tables in one message.

Re: conditional formatting lost when USERELATIONSHIP ist used

cornaSn — Fri, 28 Mar 2025 13:22:07 GMT

I just came to an solution, I used for the processing quality also a measure with USERELATIONSHIP and then used coniditonal formatting, that solved the Problem.