Conditional Formatting a Matrix based on a different tables sum

[DSwezey]

I have a matrix setup showing the monthly summed values of Forecasted Amounts and Commission Amounts. I want to setup a conditional format on the Commission amounts to where if the Commission amount is greater than or equal to the Forecasted amount for the month then it is Green, else if it is lower than the Forecasted amount have it be Red.

Commission Amount and Forecast Amount are in two different tables.

[Anonymous · Accepted solution]

Hi @DSwezey ,

You can meet this by setting conditional format.

You can create a calculation that outputs different values based on business logic conditions you select. Creating a formula is usually faster than creating multiple rules in the conditional formatting dialog.

For example, the following formula applies hex color values to a new Affordability rank column, based on existing Affordability column values:

To apply the colors, select Background color or Font color conditional formatting for the Affordability column, and base the formatting on the Field value of the Affordability rank column.

The example table with Affordability background color based on calculated Affordability rank looks like this:

For details,you can refer to this:Color based on a calculation 

Hope it helps,

Community Support Team _ Caitlyn

If this post helps then please consider Accept it as the solution to help the other members find it more quickly.

[TheoC]

Hi @DSwezey 

You can set up something very similar to a solution previously posted here: https://community.powerbi.com/t5/Desktop/Conditional-formatting-based-on-dynamic-values/m-p/177823

Let me know if you require additional help setting it up. Effectively, you will use Forecast and Commission Amounts to replace the various thresholds.

Hope this helps.

Theo