Color formatting

[Gopinath_iyer]

Hi All,

I need help in color formatting in matrix view. I need different background colors for 

1) Category is "Actual" and month is less than current month (Jan to May i.e all cells with value 200 in sample output)

2) Category is "Actual" and month is greater than current month (June to Dec i.e all cells with value 100 in sample output)

3) Category is "Budget" all months (Jan to Dec i.e all cells with value 110 in sample output)

Sample output - 

Row Labels	Jan'22	Feb'22	Mar'22	Apr'22	May'22	Jun'22	Jul'22	Aug'22	Sep'22	Oct'22	Nov'22	Dec'22
Actual	200	200	200	200	200	100	100	100	100	100	100	100
Budget	110	110	110	110	110	110	110	110	110	110	110	110
Grand Total	310	310	310	310	310	210	210	210	210	210	210	210

Sample data - 

Category	Month	Amount
Actual	Jan'22	200
Actual	Feb'22	200
Actual	Mar'22	200
Actual	Apr'22	200
Actual	May'22	200
Actual	Jun'22	100
Actual	Jul'22	100
Actual	Aug'22	100
Actual	Sep'22	100
Actual	Oct'22	100
Actual	Nov'22	100
Actual	Dec'22	100
Budget	Jan'22	110
Budget	Feb'22	110
Budget	Mar'22	110
Budget	Apr'22	110
Budget	May'22	110
Budget	Jun'22	110
Budget	Jul'22	110
Budget	Aug'22	110
Budget	Sep'22	110
Budget	Oct'22	110
Budget	Nov'22	110
Budget	Dec'22	110

[PaulDBrown · Accepted solution]

Here is one way:
First, the model:

And the Measure for conditional formatting:

1) Backround Colour:

Colour code = 
VAR _today = YEAR(TODAY()) * 100 + MONTH(TODAY())
RETURN
SWITCH(SELECTEDVALUE('Dim Category'[Category]),
"Actual", 
IF(MAX('Dim Period'[YearMonth]) < _today, "Green", "Red"),
"Budget",
"Blue")

2: Text Colour:

TEXT COLOUR = 
IF(ISINSCOPE('Dim Period'[Month]), "White")

I've attached the sample PBIX file

[amitchandak]

@Gopinath_iyer , You need to create a color measure like this and use it in conditional formatting using the field value option

color =
var _change =Calculate(Sum(Table[Amount]), Table[Category]= "Actual") - Calculate(Sum(Table[Amount]), Table[Category]= "Budget")
return
SWITCH (
TRUE(),
_change > 0, "green",
_change = 0, "blue",
_change < 0, "red"
)

How to do conditional formatting by measure and apply it on pie?
https://www.youtube.com/watch?v=RqBb5eBf_I4&list=PLPaNVDMhUXGYo50Ajmr4SgSV9HIQLxc8L
https://community.powerbi.com/t5/Community-Blog/Power-BI-Conditional-formatting-the-Pie-Visual/ba-p/...