Conditional formatting in Matrix

[KHMJ]

Hi! I'm trying to do some conditional formatting on my matrix visual. There are a few conditions that I need to have:

1) If value > 100%, colour red

2) Based on the above, all months before the latest month that is red needs to be red too

3) Everything else that is in the first 2 months to be yellow

By creating a measure, I could accomplish 1) and 3), but I need some tips on how to accomplish 2).

Below is a sample data, of which i need the white cells outlined in red to be shaded in red.

Thanks!

[tamerj1]

Ho @KHMJ 

can you please share some insensitive sample data to work with? What is the code for % Load?

[KHMJ]

Hi @tamerj1 ,

These are 2 columns that I've created:

Cumulative Load = CALCULATE(SUM(Table[Qty]), FILTER(ALLEXCEPT(Table,Table[Product]),Table[Month Index]<=EARLIER(Table[Month Index])))

Cumulative Capacity = CALCULATE(SUM(Table2[Qty]), FILTER(ALLEXCEPT(Table2,Table2[Product]),Table2[Month Index]<=EARLIER(Table2[Month Index])))

Afterwhich, the measure was created from the 2 columns:

% Load = SUM(Table[Cumulative Load])/SUM(Table2[Cumulative Capacity])

Thanks!

[tamerj1 · Accepted solution]

Thank you for the reply @KHMJ 
Here is the correct measure

Conditional Formatting =
VAR CurrentMonth =
    SELECTEDVALUE ( Table[Month Index] )
VAR T1 =
    CALCULATETABLE (
        Table,
        REMOVEFILTERS (
            Table[Year - Month],
            Table[Year Month Index],
            Table[Month Index]
        )
    )
VAR T2 =
    SUMMARIZE ( T1, [Month Index], "%Load", [% Load] )
VAR T3 =
    FILTER ( T2, [%Load] > 1 )
VAR LastMonthAbove100 =
    MAXX ( T3, [Month Index] )
VAR Result =
    IF (
        CurrentMonth <= LastMonthAbove100,
        "#ff7276",
        IF ( CurrentMonth IN { 2, 3 }, "#ffa500", "#f8f8ff" )
    )
RETURN
    Result

In T1 variable, please make sure to remove the filter from all the columns related to year month.
Have a great day!

[KHMJ]

This works, thank you!

[tamerj1]

Hi @KHMJ 

it depends on the current measure. We meed to modify the existing one not to add a new measure. Can share the code that you are using right now?

[KHMJ]

Hi @tamerj1 ,

I have a month index that is tied to the months now (i.e. 2022-03 has index 1, 2022-04 has index 2, 2022-05 has index 3 etc).

My current measure for the formatting is:

Conditional Formatting = IF([% Load]>1, "#ff7276", (IF((sum(Table[Month Index])=1 || sum(Table[Month Index])=2), "#ffa500", "#f8f8ff")))

[tamerj1]

Hi @KHMJ 

You may try the following

Conditional Formatting =
VAR CurrentMonth =
    SELECTEDVALUE ( Table[Month Index] )
VAR LastMonthAbove100 =
    CALCULATE (
        MAX ( Table[Month Index] ),
        [% Load] > 1,
        REMOVEFILTERS ( Table[Month Index] )
    )
RETURN
    IF (
        CurrentMonth <= LastMonthAbove100,
        "#ff7276",
        IF ( CurrentMonth = 1 || CurrentMonth = 2, "#ffa500", "#f8f8ff" )
    )

Or 

Conditional Formatting =
VAR CurrentMonth =
    SELECTEDVALUE ( Table[Month Index] )
VAR LastMonthAbove100 =
    CALCULATE (
        MAX ( Table[Month Index] ),
        [% Load] > 1,
        REMOVEFILTERS ( Table[Month Index] )
    )
RETURN
    IF (
        CurrentMonth <= LastMonthAbove100,
        "#ff7276",
        IF ( CurrentMonth IN { 1, 2 }, "#ffa500", "#f8f8ff" )
    )

[KHMJ]

Thanks @tamerj1! I tried and got the following error message though..

"A function 'PLACEHOLDER' has been used in a True/False expression that is used as a table filter expression. This is not allowed."