topic Re: Background Color Conditional Format Based on External Rules in DAX Commands and Tips

Background Color Conditional Format Based on External Rules

Anonymous — Thu, 22 Jul 2021 06:02:34 GMT

The Table on the left is actual aggregated value of sales across different states/Countries. While the table on left is a static table which has forecasted sales for each country/state.

I would like to get the measure Sum Sales background colored based on the forecast raw input table. Currently I'm able to achieve this using a if else statement but it becomes too complex for huge list of countries.

What could be a easy fix for this?

Re: Background Color Conditional Format Based on External Rules

Tanushree_Kapse — Thu, 22 Jul 2021 06:25:33 GMT

Hi Anonymous ,

Create one measure to compare the two values:
SumVsForecast= SUM(Forecast Sales)- SUM(SumSales)

Then apply conditional formatting to the Sum Sales column:
Conditional formatting-> Background Color -> Format by : Rules -> Based on Field- SumVsForecast

If value is greater than equal to MIN number and less than equal to 0 number then choose the color
Add new rule:
If value is greater than equal to 0 number and less than equal to MAX number then choose the color

I hope this helps!
Mark this as a solution if it anwsers your question. Kudos are always appreciated!

Thanks.

Re: Background Color Conditional Format Based on External Rules

Anonymous — Thu, 22 Jul 2021 06:28:28 GMT

Thanks Tanushree_Kapse , I'll give it a try. Meanwhile, would I require these two tables to be joined on state and country?

Re: Background Color Conditional Format Based on External Rules

Tanushree_Kapse — Thu, 22 Jul 2021 06:36:57 GMT

Anonymous , Yes join them on country.

Re: Background Color Conditional Format Based on External Rules

Anonymous — Thu, 22 Jul 2021 06:40:35 GMT

Thanks. But, wouldn't that create a calculation Error, since the forecast is not same for the entire country, it varies with the state. And i need to find the variance for each state. <Sorry if i havent understood this correctly>

Re: Background Color Conditional Format Based on External Rules

Tanushree_Kapse — Thu, 22 Jul 2021 07:00:57 GMT

Hi Anonymous ,

Please find the attached file:
https://www.dropbox.com/sh/g4o6nz77gj8w6mc/AAAcsP3FMJ83PZvyqCB53ILAa?dl=0

Re: Background Color Conditional Format Based on External Rules

Anonymous — Thu, 22 Jul 2021 07:28:09 GMT

Thank you for the file.

In the provided file the join is based on State, which in this example are not unique. And as soon as I have additional record in the agg table which has the same state, it errors out.

Re: Background Color Conditional Format Based on External Rules

Anonymous — Thu, 22 Jul 2021 08:18:27 GMT

Tanushree_Kapse Thanks for your comments. I got the gist of the solution. A calculated column and a measure as you suggested should together help solve this.

So this is what i did.

Step 1 : Created a calculated column which is made by

Forecasted Value = LOOKUPVALUE(Reference[Forecast Sales 1],Reference[Country],'Fact'[Country],Reference[State],'Fact'[State])

Step 2: Created a measure called variance as

Variance = SUM('Fact'[Sum Sales]) - AVERAGE('Fact'[Forecasted Value])