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kault
Helper II
Helper II

Conditional formatting for one hierarchy level

I have a matrix where I want conditional formatting to apply only to one level of the hierarchy, the "name" level.

 

The rows "Anthony Heaven" and "Cassie Mesko" should have a background color, but nothing above or below this hierarchy level. This level of the hierarchy is called "Resource".

Screenshot 2023-02-23 143440.png

 

The conditional formatting should run on a different measure called "Utilization Rate". If Utilization Rate is greater than 0.90 (90%), the cell should become red. If it is 70%-90%, yellow. If it is 70% or less, green.

 

Looking through other posts, it looks like the best course of action is to create a measure and then use that as the basis for conditional formatting, but I cannot get it to work.

 

I created this measure:

Utilization Color =
VAR Utilization = 'Deployment'[Utilization Rate]
RETURN
IF(NOT(ISINSCOPE('Deployment'[Resource])),(if(Utilization>.90,"Red","Green")))
 
3 REPLIES 3
srikanthgunnam7
Frequent Visitor

Hello, Have you found a solution to this?

Yes, I did. If it's helpful to you:

 

Conditional formatting: Background Color

Format style: Field value

Apply to: Values and Totals

What field should we base this on: conditionalformatting

 

Formula for that field:

conditonalformatting =
    VAR varLevel2 = ( 90 / 100 )
    VAR varLevel1 = ( 35 / 1000 )
    RETURN
     SWITCH (
                         TRUE(),
           ISINSCOPE ('Projector Deployment Report Current and Planned'[Stage]), BLANK (),
           ISINSCOPE ('Resource Assigned Practice Group'[Name])   &&
                               ([Utilization Rate]) >= varLevel2, "#efb5b9",
           ISINSCOPE ('Resource Assigned Practice Group'[Name])   &&
                              ( ([Utilization Rate]) >= 0.7 && ([Utilization Rate]) < 0.9), "#f0e199",
  ISINSCOPE ('Resource Assigned Practice Group'[Name])   &&
                              ([Utilization Rate]) < 0.7, "#d0ef9e",
 "#ffffff"
)
Anonymous
Not applicable

Hi  @kault ,

I created some data:

vyangliumsft_0-1677483978807.png

Here are the steps you can follow:

1. Create measure.

 

Color =
SWITCH(
TRUE(),
    ISINSCOPE('Table'[Group3]) && [Utilization Rate] >0.9 ,"red",
    AND(ISINSCOPE('Table'[Group3]) ,[Utilization Rate] >0.7) && AND(ISINSCOPE('Table'[Group3]) ,[Utilization Rate] <=0.9),"yellow",
    ISINSCOPE('Table'[Group3]) && [Utilization Rate] <=0.7 ,"green")

 

2. Conditional formatting – Background color.

vyangliumsft_0-1677484088059.png

3. Enter Background color.

Format style – Field value

What field should we base this on – [Color]

vyangliumsft_2-1677483978810.png

4. Result:

vyangliumsft_1-1677484104086.png

 

Best Regards,

Liu Yang

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

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