Conditional Formatting Without Summarization

[BekahLoSurdo]

Hi everyone,

I am creating a "traffic light" audit report and have one small problem: some of my entries are duplicates (not in the data itself but in the way that I need it displayed) and the summarization of the conditional formatting is rolling these up into one line.

For example, the following two proposals have the same number but one was entered incorrectly and one was entered correctly:

I do not want to display their GUID's or the name of the status though, which results in:

(I have the conditional formatting of the Indicator set to Max and the formatting field set to Fail = 1, Pass = 0)

How do I display the fact that there are two of these and only one has failed? Essentially, I need a "Do Not Summarize" option for the conditionally formatted field. Alternately, is there a way to have the Opportunity ID present for de-aggregating purposes but hidden from the visual itself (this is how this would be done in Tableau)?

Thank you!

[BekahLoSurdo]

UPDATE: I might have solved this, but it seems contrived - is there a better way?

1. Re-name (or create a new column for) OpportunityID to "I" or any single letter

2. Re-size the "I" column so that it isn't visible

3. Turn off word wrap 

[Anonymous]

Hi @BekahLoSurdo ,

Current conditional formatting are based on detail records and not auto summarized. 

I'd like to suggest you to write measures to calculate result based on aggregation result, then use it as parameters of conditional formatting. 

Regards,
Xiaoxin Sheng

[BekahLoSurdo]

Hi @Anonymous,

We may be talking about different types of conditional formatting because mine is aggregating by default. Because I am implementating a "traffic light" indicator system, my process was:

Add a measure for Indicator:

Indicator = UNICHAR(11044)

Select Conditional Formatting on the Value's dropdown:

Adjust the rules accordingly: 

In response to your suggestion, I'm trying to not aggregate, rather than aggregate ahead of time. 

Please let me know if there is a better way than what I am doing!

Thanks!

[Anonymous]

HI @BekahLoSurdo ,

As I said, if you use table columns on conditional formatting, it will apply aggregation on it. So I'd like to suggest you write measure formulas based on category level, then use measure result as check fields.

Sample:

Measure =
IF (
    CALCULATE (
        COUNTROWS ( 'Table' ),
        ALLSELECTED ( 'Table' ),
        VALUES ( 'Table'[Date].[Year] ),
        VALUES ( 'Table'[Date].[MonthNo] )
    ) < 30,
    "Red",
    "Blue"
)

Regards,

Xiaoxin Sheng

[BekahLoSurdo]

Hi @Anonymous ,

Is there an update on this?

Thanks again!