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Anonymous's avatar
Anonymous
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6 years ago
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Combine 3 column names in same list to Use Same Conditional Color Parameters

I have 3 columns within a table that provide conditional color status with words "Complete", "In-Work", "Not Started".   STEP1: I've added a measure as follows (which only applies to 1 of the 3 col...
  • Anonymous's avatar
    Anonymous
    6 years ago

    GOT CONDITIONAL FORMATTING WORKING! – HERE’S HOW:

    ===============================================================

    Created a column for each of the 3 status columns with an associated numerical value to verify desired outcome while the conversion from text to numeric to color occurred.

    ===============================================================

    MEASURES CREATED:

    FILES TYPE NUMBER:

    Files Type Number =

    VAR STN = MAX(Table1[Step 1:FilesSent/Received])

    var status_number = SWITCH(STN,"Complete",1,"In-Progress",2,"Not Started",3)

    RETURN status_number

     

    INTERFACE NUMBER:

    Interface Number =

    VAR INTERFACE_VALUE = MAX(Table1[Step 3:Automated HMC Interface Complete (Due)])

    var interface_number = SWITCH(INTERFACE_VALUE,"Complete",1,"In-Progress",2,"Not Started",3)

    RETURN interface_number

     

    RECONCILIATION NUMBER:

    Reconciliation Number =

    VAR RECONCILIATION_VALUE = MAX(Table1[Step 2:Reconciliation Built])

    var reconciliation_number = SWITCH(RECONCILIATION_VALUE,"Complete",1,"In-Progress",2,"Not Started",3)

    RETURN reconciliation_number

     

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    Then created 3 more measures creating 3 more columns for cross-verification:

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    MEASURE CREATED FOR EACH:

    STATUSColors:

    STATUSColors = IF( [Files Type Number] = 1, "#85ff33",IF( [Files Type Number] = 2, "Yellow", "Red"))

     

    INTERFACE COLORS:

    INTERFACE COLORS = IF( [Interface Number] = 1, "#85ff33",IF( [Interface Number] = 2, "Yellow", "Red"))

     

    RECONCILIATION COLORS:

    RECONCILIATION COLORS = IF( [Reconciliation Number] = 1, "#85ff33",IF( [Reconciliation Number] = 2, "Yellow", "Red"))

     

    ===============================================================

    Then, the 3 main fields holding text status info, I selected each field in the VALUES area and set the drop-down CONDITIONAL FORMAT settings as follows:

    Conditional Formatting> Background Color > Format by FIELD VALUE, BASED ON FIELD "STATUSColors" or "INTERFACE COLORS" or "RECONCILIATION COLORS"

    (this applies the rules to the text columns) (these rules were set up in your measures steps previously)

    ==============================================================

    A special thanks to kentyler for help to resolve this challenge.  Hoping it helps others new to PBI with breaking out the rudimentary parts to make colorization with TEXT work. Numbers is a breeze, text a bit more of a challenge.

  • Anonymous's avatar
    Anonymous
    6 years ago

    Here's the associated pic showing the breakdown explained above..