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Anonymous
Not applicable

Conditional formatting in matrix based on month

Hello

I am still new to this conditional formatting in matrix

try to search on other case, still not working

 

I need help on Conditional formatting in matrix based on month

I want this matrix visual

ChristoNindyo_1-1698811049006.png

 

to look like this 

ChristoNindyo_2-1698811154170.png

 

with condition : price increase should be highlighted blue, price decrease pink, hold price yellow

 

Thank you !

 

 

 

 

1 ACCEPTED SOLUTION
amitchandak
Super User
Super User

@Anonymous , Create MOM measure and use that in conditional formatting

 

 

Choose one for the current month and one for the last month

 

Measure with help from date table

 

MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD('Date'[Date]))
last MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(dateadd('Date'[Date],-1,MONTH)))
last month Sales = CALCULATE(SUM(Sales[Sales Amount]),previousmonth('Date'[Date]))
MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD('Date'[Date]))
last MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(dateadd('Date'[Date],-1,MONTH)))
last month Sales = CALCULATE(SUM(Sales[Sales Amount]),previousmonth('Date'[Date]))
next month Sales = CALCULATE(SUM(Sales[Sales Amount]),nextmonth('Date'[Date]))
this month = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(ENDOFMONTH('Date'[Date])))
last MTD (complete) Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(ENDOFMONTH(dateadd('Date'[Date],-1,MONTH))))

 

 

Then have measures like

 

diff = [MTD Sales]-[last MTD Sales]
diff % = divide([MTD Sales]-[last MTD Sales],[last MTD Sales])

 

 

Create a new measure

 

color = Switch(true(),

[Diff] <0, "pink",

[Diff] <0, "Yellow",

"blue"

)

 

Use this measure in conditional formatting using the field value option

 

You can use Hex code like #ff0000 in place of color name

 

Power BI — Month on Month with or Without Time Intelligence
https://medium.com/@amitchandak.1978/power-bi-mtd-questions-time-intelligence-3-5-64b0b4a4090e
https://www.youtube.com/watch?v=6LUBbvcxtKA

 

How to do conditional formatting by measure and apply it on pie?
https://www.youtube.com/watch?v=RqBb5eBf_I4&list=PLPaNVDMhUXGYo50Ajmr4SgSV9HIQLxc8L
https://community.powerbi.com/t5/Community-Blog/Power-BI-Conditional-formatting-the-Pie-Visual/ba-p/1682539
https://amitchandak.medium.com/power-bi-where-is-the-conditional-formatting-option-in-new-format-pane-66e0afcb15f3

 

 

 

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View solution in original post

2 REPLIES 2
amitchandak
Super User
Super User

@Anonymous , Create MOM measure and use that in conditional formatting

 

 

Choose one for the current month and one for the last month

 

Measure with help from date table

 

MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD('Date'[Date]))
last MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(dateadd('Date'[Date],-1,MONTH)))
last month Sales = CALCULATE(SUM(Sales[Sales Amount]),previousmonth('Date'[Date]))
MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD('Date'[Date]))
last MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(dateadd('Date'[Date],-1,MONTH)))
last month Sales = CALCULATE(SUM(Sales[Sales Amount]),previousmonth('Date'[Date]))
next month Sales = CALCULATE(SUM(Sales[Sales Amount]),nextmonth('Date'[Date]))
this month = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(ENDOFMONTH('Date'[Date])))
last MTD (complete) Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(ENDOFMONTH(dateadd('Date'[Date],-1,MONTH))))

 

 

Then have measures like

 

diff = [MTD Sales]-[last MTD Sales]
diff % = divide([MTD Sales]-[last MTD Sales],[last MTD Sales])

 

 

Create a new measure

 

color = Switch(true(),

[Diff] <0, "pink",

[Diff] <0, "Yellow",

"blue"

)

 

Use this measure in conditional formatting using the field value option

 

You can use Hex code like #ff0000 in place of color name

 

Power BI — Month on Month with or Without Time Intelligence
https://medium.com/@amitchandak.1978/power-bi-mtd-questions-time-intelligence-3-5-64b0b4a4090e
https://www.youtube.com/watch?v=6LUBbvcxtKA

 

How to do conditional formatting by measure and apply it on pie?
https://www.youtube.com/watch?v=RqBb5eBf_I4&list=PLPaNVDMhUXGYo50Ajmr4SgSV9HIQLxc8L
https://community.powerbi.com/t5/Community-Blog/Power-BI-Conditional-formatting-the-Pie-Visual/ba-p/1682539
https://amitchandak.medium.com/power-bi-where-is-the-conditional-formatting-option-in-new-format-pane-66e0afcb15f3

 

 

 

Share with Power BI Enthusiasts: Full Power BI Video (20 Hours) YouTube
Microsoft Fabric Series 60+ Videos YouTube
Microsoft Fabric Hindi End to End YouTube
Anonymous
Not applicable

@amitchandak wow thank you !

I already try on my report. It works.

 

I just edit a bit on color for conditional formatting

color = Switch(true(),
[MTD Price] > [last MTD Price], "#DDEBF7",
[MTD Price] < [last MTD Price], "#FF9999",
"#FFF2CC"
)
 
 

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