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Syndicate_Admin
Administrator
Administrator

Conditional formatting compared to the previous month

Good morning

I have a query: Is it possible to incorporate conditional formatting icons to an array that has as columns the months of management, rows a data "x" and as values the maximum of this same?

I am trying to perform this task but it always pulls me as BASE DATA of the values, the start of the time of the DATE field, when what I need is that the icons show the change with respect to the previous month:

dvalderaa_0-1647884378229.png

For example, in the row "AGNCIAS" for the month December and January 2021 you should have an AMBER icon, while for February a RED icon because it increased by 1 compared to January, then for March, return to AMBER because it remains with respect to February.

Then the GREEN icon should appear for everyone who shows a number less than the previous month.

Is it possible to perform that task? because as far as I have been able to search, it only allows me based on the beginning of the numbers in time.

Thanks a lot!

1 ACCEPTED SOLUTION
v-eqin-msft
Community Support
Community Support

Hi @Syndicate_Admin ,

 

I have created a table for test:

Eyelyn9_0-1648100560949.png

If you want to compare the value of current month and previous month, as set different icons for them, please try:

Icon Measure = 
var _previous= CALCULATE(SUM('Table'[Value]),FILTER(ALL('Table'),[CANAL]=MAX('Table'[CANAL]) && FORMAT([Date],"yyyy-mm")= FORMAT(EOMONTH(MAX('Table'[Date]),-1),"yyyy-mm" )))
return SWITCH(TRUE(), SUM('Table'[Value])>_previous,"SignMedium", SUM('Table'[Value])=_previous,"SignLow","CircleHigh")

Output:

Eyelyn9_1-1648100884643.png

 

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

View solution in original post

6 REPLIES 6
v-eqin-msft
Community Support
Community Support

Hi @Syndicate_Admin ,

 

Thanks for your feedback! 😀

 

It seems that your issue has been solved, please kindly Accept a reply as the solution to make the thread closed. More people will benefit from it.

 

 

Best Regards,
Eyelyn Qin

 

v-eqin-msft
Community Support
Community Support

Hi @Syndicate_Admin ,

 

I have created a table for test:

Eyelyn9_0-1648100560949.png

If you want to compare the value of current month and previous month, as set different icons for them, please try:

Icon Measure = 
var _previous= CALCULATE(SUM('Table'[Value]),FILTER(ALL('Table'),[CANAL]=MAX('Table'[CANAL]) && FORMAT([Date],"yyyy-mm")= FORMAT(EOMONTH(MAX('Table'[Date]),-1),"yyyy-mm" )))
return SWITCH(TRUE(), SUM('Table'[Value])>_previous,"SignMedium", SUM('Table'[Value])=_previous,"SignLow","CircleHigh")

Output:

Eyelyn9_1-1648100884643.png

 

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

Hello, Eyelyn!

Thank you very much for your help, I have tried and the solution is valid. Just to tell you that I found another solution to get the month-to-month comparison that was through a quick measurement (month-to-month variation) and associating the dates to a calendar table, that is, I do not take as a basis the dates of my initial table. That helped me and now I can get the results from month to month:

dvalderaa_0-1648159625224.png

Best regards!!

Hello dvalderaa,

Could you please share with me the formulation of the quick measure for the calculation, I am just wanting to do the same in a report and I could not.

Thank you.

Hello

Esta formula use:

Variacion_mensual =
IF(
ISFILTERED('Calendario_base'[Date]),
ERROR("The rapid measure of time intelligence can only be grouped or filtered using the data hierarchy provided by Power BI or by the main data column."),
Where __PREV_MONTH =
CALCULATE(
Max('Historical'[Q_prod]),
DATEADD('Calendario_base'[Date].[Date], -1, MONTH)
)
RETURN
DIVIDE(
Max('Historical'[Q_prod]) - __PREV_MONTH,
__PREV_MONTH
)
)

Many grasi, however not knowing the name of your fields in the model confuses me a little a couple of things, for example that this is for you ('Historical'[Q_prod]) and as you have formed the calendar table by the following 'Calendario_base'[Date].[ Date].

Would there be a possibility to share perhaps the model to understand? or if you could make a small sample of it and share it in case maybe it is confidential data and you can not share it, it would really help me for a work report

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