Forum Discussion
Matrix First Column (Rows) Formatting
Hi wdx223_Daniel, thanks for the 2nd suggestion. I do have a numerical index column that I can insert into the matrix as the first column. I unfortunately have no idea on how to then change the index column values to equal the Income Statement column values and then condition them accordingly. As far as I know you cannot insert a measure into the matrix Rows shell, so I would have to create another column first to get the index column value to equal the Income Statement values? Then create a measure to format this new column? Very confusing for a relative newbie to figure out how to do it.
Hi BasilRudham ,
You can create a dimension table as below using Enter Data method, then create relationship between this dimension table and the table which the index column exist in base on index field.
Create a dimension table
Create relationship
Lastly, put the field [Income Statement] to replace the original index column on the matrix visual. And you can follow the official documentation to apply conditional formatting in your matrix visual.
If the above one not working, could you please provide some sample data in the table 'tbl_Income_01' with Text format and your expected result with whole backend logic and special examples? Is [Income Statement] a fact field or measure? And what the index column look like? Is it also from the table 'tbl_Income_01'? It is better if you can share a simplified pbix file. You can refer the following link to upload the file to the community. Thank you.
How to upload PBI in Community
Best Regards
Good Day yingyinr, thanks for the response. I have attached a picture of what I want the end result to look like. I can get the values formatted correctly but not the Rows column. A link to a sample is attached below. I hope this helps. Please also remember that I do not want the backround colour chnaged but the font colour.
https://www.dropbox.com/s/n2kd2epglt0pc1a/Income%20Trial%2020221103.pbix?dl=0