Conditional Formatting - Matrix Visual

[Standish]

Hi,

My data is structured in a matrix like the below. It has my desired result of displaying conditional formatting at the "Product" level.

I can take two different approaches to collapsing the data in the matrix.

1. By right clicking "Site 1" and Collapsing All.

2. Clicking the individual + / - buttons.

(1) When I right click and Collapse All, the conditional formatting rolls up and applies to the "Site" level. This is not the desired result.

(2) When I click the individual + / - buttons to roll up the matrix, the conditional formatting does not apply to the "Site" level. This is the desired result.

Is there anyway I can design the Matrix / Conditional Formatting to be able to Right Click and select Collapse All but not have the Conditional Formatting apply to the "Site" (top) level?

Thank you.

[v-joesh-msft · Accepted solution]

Hi @Standish ,

Maybe you can try to create a measure similar to the following:

Measure = IF(ISINSCOPE(financials[Department]),SUM(financials[ Sales]))

Then apply conditional formatting to "sales" based on the field "measure"-Default Formatting-Don't Format:

Results are as follows:

Here is a demo, please try it:

https://qiuyunus-my.sharepoint.com/:u:/g/personal/pbipro_qiuyunus_onmicrosoft_com/ERkToUOAMRtKsA06RQ...

Best Regards,
Community Support Team _ Joey
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[Standish]

This solution worked well! Thank you.

I modified ISINSCOPE to reference the bottom heirarchy level (Product in this example).