Forum Discussion
Conditional Formatting for a matrix based on another table
- 1 year ago
Hello
I hope to see the question understood. You have 2 tables and want to reference the second table (Objectives) as conditional formatting in your parent table. I hope this helps you, in any case if not, tell me how it could help you oh you like it if that's what you asked.
Conditional formatting, using the second table as ref.:
Solution:
1. Create a table with the following formula:
Calendar =
ADDCOLUMNS (
CALENDAR (DATE(2025, 1, 1), DATE(2025, 12, 31)),
"MesAño", FORMAT([Date], "MMM-YYYY"),
"MonthYearOrder", YEAR([Date]) * 100 + MONTH([Date])
)
2. Relate the 2 tables you mention to the new Calendar table:
- PK, Calendar (Date) and Audit (Date)
- PK, Audit (LineProduction) and AuditObjective = (MonthlyObjective)
3. Create a Matrix table with the following formulas:
- In the Rows section, select = LineaProduction (Audit table)
- In the Column, Select the Calendar = MonthYear
- Under Values, select = Total Audit
- Formula for Total Audits = COUNTROWS
4. Conditional Formatting:
Select the matrix table and in the Values section "Total Audits" = Use the Background color option and select MeetObjective.
I show you the values you will put in:
This is the formula you'll need to create first for MeetObjective.
(This formula looks up the values in the second table to give it conditional formatting)
MeetObjective =
VAR line = SELECTEDVALUE(Audits[Production Line])
VAR objective = LOOKUPVALUE(
ObjectivesAudit[MonthlyObjective],
ObjectivesAudit[Production Line],
line
)
VAR Audits = [Total Audits]
RETURN
IF(Audits >= objective, 1, 0)
________________________________________________________
Data model of the first table: Audits
Data model of the second table: ObjectivesAudit
Luck!
Hello KNP lbendlin Syndicate_Admin ,
So here is the model. I blurred the other tables because they are for other visuals.
Here is a sample of the data used in the table 'Toolbox 5S Audit':
| Department/Zone | Employee Name | Date of Audit |
| Ligne 3 | Name xyz | 2025-06-23 |
| Ligne 2 | Name abc | 2025-06-22 |
| Ligne 5 | Name lmn | 2025-06-21 |
I use a count of the employee name to know how many audits were done in the month
Here is a sample of the data used in the table 'Audit Targets'
| Ligne | Target |
| Ligne 2 | 10 |
| Ligne 3 | 15 |
Not enough data. Where is the "actual value" column to compare to the target?