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Anonymous's avatar
Anonymous
Not applicable
5 years ago
Solved

Conditional formatting by hierarchy in a matrix

Hello all,

 

I have created a matrix where the value is a sum of [qty] which captures days effort.

 

I have added a conditional format to show when a resource is allocated over 1 in total and set the conditional format to apply to totals only

 

My problem is that I have 3 levels of hierachy which means 2 levels are totals. But I don't want formatting on the sub total, only the resource name level

 

So in the example below - it is interesting to me that Rob is "Red" on 23/07 but it not interesting for the lower subtotals to be coloured. When looking at this for 50 resources it makes it harder for me to pick out the information I need. Which resources are red and what days

 

 

 

  • Hi Anonymous 

     

    You can create a measure like below to format the colors. Then in conditional formatting window, select Format by Field value and Based on this Color Measure. You can use RGB color codes like "#00FF00" to replace the "Green" and "Red" color strings in the measure.

    Color Measure = 
    VAR QTY = SUM('Table'[Qty])
    RETURN
    IF(NOT(ISINSCOPE('Table'[Level 2])),(IF(QTY<1,"Green","Red")))

     

    Regards,
    Community Support Team _ Jing
    If this post helps, please Accept it as the solution to help other members find it.

4 Replies

  • v-jingzhang's avatar
    v-jingzhang
    Icon for Community Support rankCommunity Support

    Hi Anonymous 

     

    You can create a measure like below to format the colors. Then in conditional formatting window, select Format by Field value and Based on this Color Measure. You can use RGB color codes like "#00FF00" to replace the "Green" and "Red" color strings in the measure.

    Color Measure = 
    VAR QTY = SUM('Table'[Qty])
    RETURN
    IF(NOT(ISINSCOPE('Table'[Level 2])),(IF(QTY<1,"Green","Red")))

     

    Regards,
    Community Support Team _ Jing
    If this post helps, please Accept it as the solution to help other members find it.

    • Anonymous's avatar
      Anonymous
      Not applicable

      Hi v-jingzhang 

       

      Sorry for taking so long to test this. It works a treat! 🙂

       

      Thank you

  • Hi Anonymous ,

     

    Check in the condittional formatting box if youbhave selected that the condittional formatting applies to values and totals or only to values.

     

    Is on the middle of the box applies to

     

     

     

     

    • Anonymous's avatar
      Anonymous
      Not applicable

      Hi MFelix 

       

      I have marked the totals only option. That's why I have conditional formattring on the top level [PERSON]

       

      Issue I'm trying to solve is that I don't want the conditional formatting on the 2nd level [PROJECT]