Adding filter (Conditional formatting) to table

[romovaro]

Happy Friday

I need some help adding a filter in a table. I have the table below with Manager's Name, Associates, ROle and Project Number.

The conditional formating is showing Green Orange or Red according if total projects are less than 2, between 2 and 4 or more than 4 (per month) during the whole year.

Now I want to the conditional formating to show the Seasonality below instead of less than 2, 2 to 4 and +4 for the whole year-

Is it possible to add total of projects (CUID) and select different max filter per month?

Currently the conditional formating shows:

thanks

f

[romovaro]

thanks Truptis

Currently I have the formula below who can show the "Full capacity" according to Role "IPM" and "IC/IPM"

But I don't know how to add the "seasonality" in the formula.

Full Capacity =

Switch( true() ,

Sheet1[Role] = "IPM", 3,

Sheet1[Role] = "RPM", 4,

blank()

)

[truptis]

Could you please tell the formula for seasonality? only then we can write the DAX  

[romovaro]

HI

That's the thing. I don't know how to add that part.

The formula should say, if ROle "IPM" then 

July = 3 CUID

Aug = 2 CUID

Sep = 2 CUID

Oct = 3 CUID

Nov = 4 CUID

Dec = 2 CUID

Jan = 5 CUID

Feb = 3 CUID

Mar = 4 CUID

Apr = 4 CUID

May = 4 CUID

Jun = 4 CUID

And if the ROle "IC/IPM" then 

July = 1 CUID

Aug = 1 CUID

Sep = 1 CUID

Oct = 1 CUID

Nov = 1 CUID

Dec = 1 CUID

Jan = 3 CUID

Feb = 3 CUID

Mar = 3 CUID

Apr = 3 CUID

May = 2 CUID

Jun = 3 CUID

Full Capacity =

Switch( true() ,

Sheet1[Role] = "IPM", 3,

Sheet1[Role] = "IC/IPM", 4,

blank()

)

[Anonymous]

Hi @romovaro ,

In order to give you a suitable solution quickly, could you please provide some sample data in your tables (exclude sensitive data) with Text format and your expected result with backend logic and special examples. 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

[romovaro]

HI

Let me know if that helps.

Cap-dashboard-Test.pbix (dropbox.com)

The table shows x manager who is in charge of the CUID (customer) x month.

I want to add a conditional formating using the role and how many CUID need to handle per month. (seasonability)

The formula should say, if ROle "IPM" then 

July = 3 CUID

Aug = 2 CUID

Sep = 2 CUID

Oct = 3 CUID

Nov = 4 CUID

Dec = 2 CUID

Jan = 5 CUID

Feb = 3 CUID

Mar = 4 CUID

Apr = 4 CUID

May = 4 CUID

Jun = 4 CUID

And if the ROle "IC/IPM" then 

July = 1 CUID

Aug = 1 CUID

Sep = 1 CUID

Oct = 1 CUID

Nov = 1 CUID

Dec = 1 CUID

Jan = 3 CUID

Feb = 3 CUID

Mar = 3 CUID

Apr = 3 CUID

May = 2 CUID

Jun = 3 CUID

[truptis]

Hi @romovaro ,

You will have to create a new measure with that seasonality filter and then use that measure in the field value for conditional formatting. 

@romovaro -> Please hit the thumbs up & mark it as solution if it helps you. Thanks.