Conditional Formatting for % of Column Total - Not Working

[KMcCarthy9]

I was able to achieve conditional formatting in a matrix by first creating the measure below:

% of Total Workorders =

VAR _FilterCount = COUNTROWS('workorder')

VAR _AllCount = CALCULATE(COUNTROWS(workorder),ALLSELECTED(workorder))

RETURN

DIVIDE(_FilterCount,_AllCount)

Then applied this measure to the conditional formatting by field value:

% of Total Workorder Color =

VAR _30DaysBL = IF(AND(SELECTEDVALUE(workorder[Backlog Timeframe])="Within 30 Days",SELECTEDVALUE(workorder[Backlog Status Group])="Backlog"),True,False)

VAR _30DaysCO = IF(AND(SELECTEDVALUE(workorder[Backlog Timeframe])="Within 30 Days",SELECTEDVALUE(workorder[Backlog Status Group])="Closeout"),True,False)

VAR _31DaysBL = IF(AND(SELECTEDVALUE(workorder[Backlog Timeframe])="31 - 60 Days",SELECTEDVALUE(workorder[Backlog Status Group])="Backlog"),True,False)

VAR _31DaysCO = IF(AND(SELECTEDVALUE(workorder[Backlog Timeframe])="31 - 60 Days",SELECTEDVALUE(workorder[Backlog Status Group])="Closeout"),True,False)

VAR _61DaysBL = IF(AND(SELECTEDVALUE(workorder[Backlog Timeframe])="61+ Days",SELECTEDVALUE(workorder[Backlog Status Group])="Backlog"),True,False)

VAR _61DaysCO = IF(AND(SELECTEDVALUE(workorder[Backlog Timeframe])="61+ Days",SELECTEDVALUE(workorder[Backlog Status Group])="Closeout"),True,False)

RETURN

SWITCH(

TRUE(),

_61DaysBL && [% of Total Workorders] <=.049, "#C6EFCE",--Green

_61DaysBL && [% of Total Workorders] >= .050,"#FFC7CE",--Red

_31DaysBL && [% of Total Workorders] <=.099, "#C6EFCE",

_31DaysBL && [% of Total Workorders] >= .100,"#FFC7CE",

_30DaysBL && [% of Total Workorders] >= .850,"#C6EFCE",

_30DaysBL && [% of Total Workorders] <=.849, "#FFC7CE",

_61DaysCO && [% of Total Workorders] <=.300, "#C6EFCE",

_61DaysCO && [% of Total Workorders] >= .319,"#FFC7CE",

_31DaysCO && [% of Total Workorders] <=.700, "#FFC7CE",

_31DaysCO && [% of Total Workorders] >= .719,"#C6EFCEE",

_30DaysCO && [% of Total Workorders] >= .719,"#C6EFCE",

_30DaysCO && [% of Total Workorders] <=.700, "#FFC7CE",

"#FFF000")--Yellow

This works correctly but gives the percentage for the entire visual, when I would really like to show it by % of column total. When I select "Show as % of CT" the conditional formatting does not change and is not correct. Is it possible to use a measure for conditional formatting while showing % of CT?

[KMcCarthy9]

This is the current visual, showing percent of all. 

Conditional formatting not working when choosing % of CT:
For Within 30 Days = >85% should be green
For 31-60 Days > 10% should be red

[v-lili6-msft]

hi, @KMcCarthy9 

You just need to adjust your formula 

% of Total Workorders = VAR _FilterCount = COUNTROWS('workorder')
VAR _AllCount = CALCULATE(COUNTROWS('workorder'),ALLSELECTED(workorder[Backlog Timeframe]))

RETURN

DIVIDE(_FilterCount,_AllCount)

Then don't use "select "Show as % of CT""

Result:

Best Regards,

Lin

[KMcCarthy9]

Hi @v-lili6-msft ,
Using your formula gives me the result of 100% in each cell:

% of Total Workorders3 = VAR _FilterCount = COUNTROWS('workorder')

VAR _AllCount = CALCULATE(COUNTROWS('workorder'),ALLSELECTED(workorder[Backlog Timeframe]))

RETURN

DIVIDE(_FilterCount,_AllCount)

[KMcCarthy9]

Hi again @v-lili6-msft , 

I wanted to add in that Backlog Timeframe is a conditional column. I'm not sure if that's why it's giving me trouble. 

Thank you! 

[KMcCarthy9]

Hi @v-lili6-msft , I will try and supply some sample data, in the meantime I believe I just discovered more of the issue. 

Using the DAX Formula you supplied, it does give me the % of CT, until I sort the Timeframe the way I want. I need to it to go in order - Within 30 Days, 31 - 60 Days, and 61+ Days. To achieve this I made a conditonal column where 1 = Within 30 Days, and so on. I then ordered the Backlog Timeframe on that 1,2,3 column and all the percentages change to 100%. 

Any way to keep the % of CT and sort the way I need?

[v-lili6-msft]

hi, @KMcCarthy9 

If possible, could you share your sample pbix file for us have a test?

There should be something wrong in other.

Best Regards,

Lin

[KMcCarthy9]

---

@v-lili6-msft wrote:

hi, @KMcCarthy9 

If possible, could you share your sample pbix file for us have a test?

There should be something wrong in other.

Best Regards,

Lin

---

Hi Lin, Beginner question here...how do I share a sample file with you? Thank you. 

[v-lili6-msft]

hi, @KMcCarthy9 

Sample data and expected output would help tremendously.
https://community.powerbi.com/t5/Community-Blog/How-to-Get-Your-Question-Answered-Quickly/ba-p/38490

You can upload it to OneDrive and post the link here. Do mask sensitive data before uploading.

Best Regards,

Lin

[KMcCarthy9]

Hi @v-lili6-msft 
Thank you so much for all the information. It is very appreciated. 

Here is my sample file. It is a very stripped down, simplistic version, but still has the same issue. 
https://1drv.ms/u/s!AhU3XQlTk1LVglGqGMmx55Qz-Y-g?e=WosJwS

NOTE: I was able to somewhat solve my problem by changing "Within 30 Days" to just "30 Days." By doing this I didn't have to manually sort and the %'s stayed the same. But I would like to know why when sorting it messed up the % of column totals. 

Thank you!!  

[v-lili6-msft · Accepted solution]

hi, @KMcCarthy9 

1. For your requirement, you want  "% of CT" in the matrix, you should use ALLSELECTED([Backlog Timeframe]) in formula like below:

% of Total Workorders = 
VAR _FilterCount = COUNTROWS('Backlog Trend Data')
VAR _AllCount = CALCULATE(COUNTROWS('Backlog Trend Data'),ALLSELECTED('Backlog Trend Data'[Backlog Timeframe - All Time]))

RETURN

DIVIDE(_FilterCount,_AllCount)

and you said it gives you the result of 100% in each cell.

So there should be a dim Backlog Timeframe table, please replace ALLSELECTED(workorder[Backlog Timeframe]) with it.

2. In this sample pbix, I find that there is a logic error in your formula:

% of Total Workorder Color = 
VAR _30DaysBL = IF(AND(SELECTEDVALUE('Backlog Trend Data'[Backlog Timeframe - All Time]) = "Within 30 Days",SELECTEDVALUE('Backlog Trend Data'[Workorder Category])="Backlog"),True,False)
VAR _30DaysCO = IF(AND(SELECTEDVALUE('Backlog Trend Data'[Backlog Timeframe - All Time]) = "Within 30 Days",SELECTEDVALUE('Backlog Trend Data'[Workorder Category])="Closeout"),True,False)
VAR _31DaysBL = IF(AND(SELECTEDVALUE('Backlog Trend Data'[Backlog Timeframe - All Time]) ="31 - 60 Days",SELECTEDVALUE('Backlog Trend Data'[Workorder Category])="Backlog"),True,False)
VAR _31DaysCO = IF(AND(SELECTEDVALUE('Backlog Trend Data'[Backlog Timeframe - All Time]) ="31 - 60 Days",SELECTEDVALUE('Backlog Trend Data'[Workorder Category])="Closeout"),True,False)
VAR _61DaysBL = IF(AND(SELECTEDVALUE('Backlog Trend Data'[Backlog Timeframe - All Time])="61+ Days",SELECTEDVALUE('Backlog Trend Data'[Workorder Category])="Backlog"),True,False)
VAR _61DaysCO = IF(AND(SELECTEDVALUE('Backlog Trend Data'[Backlog Timeframe - All Time]) ="61+ Days",SELECTEDVALUE('Backlog Trend Data'[Workorder Category])="Closeout"),True,False)

RETURN

SWITCH(
    TRUE(),
_61DaysBL && [% of Total Workorders] <=.049, "#C6EFCE",--Green
_61DaysBL && [% of Total Workorders] >= .050,"#FFC7CE",--Red
_31DaysBL && [% of Total Workorders] <=.099, "#C6EFCE",
_31DaysBL && [% of Total Workorders] >= .010,"#FFC7CE",
_30DaysBL && [% of Total Workorders] >= .850,"#C6EFCE",
_30DaysBL && [% of Total Workorders] <=.849, "#FFC7CE",

_61DaysCO && [% of Total Workorders] <=.300, "#C6EFCE",
_61DaysCO && [% of Total Workorders] >= .319,"#FFC7CE",
_31DaysCO && [% of Total Workorders] <=.700, "#FFC7CE",
_31DaysCO && [% of Total Workorders] >= .710,"#C6EFCEE",
_30DaysCO && [% of Total Workorders] >= .710,"#C6EFCE",
_30DaysCO && [% of Total Workorders] <=.700, "#FFC7CE",
"#FFF000")--Yellow

As the red part, all the values [% of Total Workorders] are greater 0.10 and less than 0.99 will all show as red("#FFC7CE"). please adjust it.

For example:

If less than 0.4 is green or greater than 0.5 is red

% of Total Workorder Color = 
VAR _30DaysBL = IF(AND(SELECTEDVALUE('Backlog Trend Data'[Backlog Timeframe - All Time]) = "Within 30 Days",SELECTEDVALUE('Backlog Trend Data'[Workorder Category])="Backlog"),True,False)
VAR _30DaysCO = IF(AND(SELECTEDVALUE('Backlog Trend Data'[Backlog Timeframe - All Time]) = "Within 30 Days",SELECTEDVALUE('Backlog Trend Data'[Workorder Category])="Closeout"),True,False)
VAR _31DaysBL = IF(AND(SELECTEDVALUE('Backlog Trend Data'[Backlog Timeframe - All Time]) ="31 - 60 Days",SELECTEDVALUE('Backlog Trend Data'[Workorder Category])="Backlog"),True,False)
VAR _31DaysCO = IF(AND(SELECTEDVALUE('Backlog Trend Data'[Backlog Timeframe - All Time]) ="31 - 60 Days",SELECTEDVALUE('Backlog Trend Data'[Workorder Category])="Closeout"),True,False)
VAR _61DaysBL = IF(AND(SELECTEDVALUE('Backlog Trend Data'[Backlog Timeframe - All Time])="61+ Days",SELECTEDVALUE('Backlog Trend Data'[Workorder Category])="Backlog"),True,False)
VAR _61DaysCO = IF(AND(SELECTEDVALUE('Backlog Trend Data'[Backlog Timeframe - All Time]) ="61+ Days",SELECTEDVALUE('Backlog Trend Data'[Workorder Category])="Closeout"),True,False)

RETURN

SWITCH(
    TRUE(),
_61DaysBL && [% of Total Workorders] <=.49, "#C6EFCE",--Green
_61DaysBL && [% of Total Workorders] >= .50,"#FFC7CE",--Red
_31DaysBL && [% of Total Workorders] <=.39, "#C6EFCE",
_31DaysBL && [% of Total Workorders] >= .40,"#FFC7CE",
_30DaysBL && [% of Total Workorders] >= .850,"#C6EFCE",
_30DaysBL && [% of Total Workorders] <=.849, "#FFC7CE",

_61DaysCO && [% of Total Workorders] <=.300, "#C6EFCE",
_61DaysCO && [% of Total Workorders] >= .319,"#FFC7CE",
_31DaysCO && [% of Total Workorders] <=.700, "#FFC7CE",
_31DaysCO && [% of Total Workorders] >= .710,"#C6EFCEE",
_30DaysCO && [% of Total Workorders] >= .710,"#C6EFCE",
_30DaysCO && [% of Total Workorders] <=.700, "#FFC7CE",
"#FFF000")--Yellow

Result:

Best Regards,

Lin

[KMcCarthy9]

Hi @v-lili6-msft, this is extremely delayed and I apologize but wanted to thank you for taking the time to help me with this issue.