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jdubs
Helper V
Helper V

Color coding Sales Quotas in table

Are there any good tutorials out there or can someone explain how to use conditional formatting to color code a column of Sales history against a Quota column? I tried using Gradient but am getting varied results.

 

I would like the Sales value to turn green when a person is within say 85% of their goal. Yellow when it is between 40-75. And red if it is below 40% of the target value.

 

SalesTarget
$25,000  (Yellow)$50,000
$95,000 (Green)$100,000
$10,000 (Red)$75,000
1 ACCEPTED SOLUTION
some_bih
Community Champion
Community Champion

Hi @jdubs I created 3 measures, 2 are simple sum

MeasureSales = SUM(Sheet23[Sales])
MeasureTarget = sum(Sheet23[Target])

and third is 

%KPI =
    DIVIDE([MeasureSales],[MeasureTarget])
Adjust Sheet23 to your Table name. Rules for conditional formating shown on picture below. I hope this help.

 

some_bih_0-1686821873723.png

 





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4 REPLIES 4
jdubs
Helper V
Helper V

Thank you. 

some_bih
Community Champion
Community Champion

Hi @jdubs I created 3 measures, 2 are simple sum

MeasureSales = SUM(Sheet23[Sales])
MeasureTarget = sum(Sheet23[Target])

and third is 

%KPI =
    DIVIDE([MeasureSales],[MeasureTarget])
Adjust Sheet23 to your Table name. Rules for conditional formating shown on picture below. I hope this help.

 

some_bih_0-1686821873723.png

 





Did I answer your question? Mark my post as a solution!

Proud to be a Super User!






jdubs
Helper V
Helper V

Thanks. I think I need to add a measure that is the percentage of the target value and then color code the Sales column using this value. 

some_bih
Community Champion
Community Champion

Hi @jdubs check official tutorial https://learn.microsoft.com/en-us/power-bi/create-reports/desktop-conditional-table-formatting  I hope this help





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