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Aarono2303's avatar
Aarono2303
Regular Visitor
1 year ago

3.1.1

Hello, I have created a balanced scorecard using the KPI Matrix 3.1.1 visual, but I'm having issues with number formatting. I went through every cell to format each number as a %/'000/£m etc. and thought I was all done, however if someone changes the date on my date filter slicer, all my formatting disappears. Is there an easy fix for this? Thank you, Aaron

 

5 Replies

    • Aarono2303's avatar
      Aarono2303
      Regular Visitor

      Hello, I've attached a screenshot in my original post. Mixture of %, 1dp and formatted to #.#m

  • v-csrikanth's avatar
    v-csrikanth
    Icon for Community Support rankCommunity Support

    Hi Aarono2303 
    Sorry for the late response.
    This is a common limitation when using KPI Matrix 3.1.1 (Deneb-based or custom visuals), especially when the formatting is applied at the visual level rather than at the data model or DAX level.

    When you manually format values inside KPI Matrix (e.g., using formatting options inside the visual), those formats aren't persistent if:

    • The underlying measures change due to slicer selection (like a date change), and

    • The formatting logic is not embedded inside the measure/DAX, but is visual-only

    Instead of formatting inside the visual, format your DAX measures using FORMAT() function or define custom measure outputs that preserve formatting no matter what filter is applied.

    Example Fixes: 

    1. Percentage Formatting: Formatted_Variance = FORMAT([Variance], "0.0%")
    2. Thousands (’000): Formatted_Value = FORMAT([Actual], "#,##0,'K'")
    3. Millions (£m): Formatted_Amount = FORMAT([Sales], "£#,##0.0,, 'm'")

    These measures retain formatting across slicers, visual updates, and even export scenarios.

     

    If the above information is helpful, please give us Kudos and mark the response as Accepted as solution.
    Best Regards,
    Community Support Team _ C Srikanth.

  • v-csrikanth's avatar
    v-csrikanth
    Icon for Community Support rankCommunity Support

    HI Aarono2303 

    It's been a while since I heard back from you and I wanted to follow up. Have you had a chance to try the solutions that have been offered?
    If the issue has been resolved, can you mark the post as resolved? If you're still experiencing challenges, please feel free to let us know and we'll be happy to continue to help!
    Looking forward to your reply!


    Best Regards,
    Community Support Team _ C Srikanth.

    • Aarono2303's avatar
      Aarono2303
      Regular Visitor

      Hello, apologies for the delay. The below solution will not work in this instance as my understanding is that this will ultimately convert the values to text values, which therefore will not work within the KPI matrix 3.1.1 visual.