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Hi all,
I have the below data imported into PowerBI. I created dates for each of the sales amounts (Sales 1, 2, 3 etc.) with relationship to the one main calendar. For the matrix visual, I created conditional formatting where if a month is selected you can see the relevant approved or unapproved sale amounts. If it is approved, the individual cell element turns green.
However, when stage 1 or stage 2 (with the same sales order no.) has one approved field, the whole cell element turns green. Below is a snapshot of what I am trying to say.
The collapsed version shows that everything is approved. However, when you drill down and expand on the line, you see that only stage 1 has been invoiced and some of the stage two haven't been approved for invoicing.
I tried to change the background conditional formatting with the below figure to "First" and "Last" but it didn't work.
How can I correct this?
@Anonymous Thank you for looking into this. Below is the example of what I mean.
Here's the expanded version of a matrix visual showing Stage 3 of "4564" not approved and not highlighted.
But the condensed version shows that "45664" is green. However, there's stage 3 that has not been approved. Someone looking at the condensed visual will think that the sales order is all approved and complete when it's not.
Any way to fix this? Here's my field value measure I created to highlight this as green.
Hi @dineshj23 ,
Unfortunately, there seems to be no way around this at the moment. If you can, you can create a relevant idea and vote on:
Best Regards,
Stephen Tao
Hi @dineshj23 ,
You could try creating a measure for conditional formatting.
Color = var _count1=CALCULATE(COUNT('Table'[Saels Order No.]),FILTER(ALLSELECTED('Table'),[Saels Order No.]=MAX('Table'[Saels Order No.])&&[Sales Status]="Approved"))
var _count2=CALCULATE(COUNT('Table'[Saels Order No.]),FILTER(ALLSELECTED('Table'),[Saels Order No.]=MAX('Table'[Saels Order No.])))
return IF(_count1=_count2,"Green")
After the conditional formatting is applied, all must be approved to turn green. The logic is to group according to the sales order number, count the number of "Approved" and the number of sales order numbers, and return green if equal.
Best Regards,
Stephen Tao
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