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dreader's avatar
dreader
Regular Visitor
1 year ago
Solved

Conditional formatting issue using percentages

Fundraising staff at my organization are required to maintain a balanced portfolio of prospects based on set percentages for each status level. Here are those levels and percentanges:   Qualificati...
  • Anonymous's avatar
    Anonymous
    1 year ago

    Hi, dreader 

     

    You can try the following methods.

    ExpectedLevels = DATATABLE(
        "Prospect Status", STRING,
        "Expected Value", DOUBLE,
        {
            {"2. Qualification", 0.15},
            {"3. Cultivation", 0.45},
            {"4. Solicitation", 0.25},
            {"5. Stewardship", 0.15}
        }
    )

    Column:

    Expect = LOOKUPVALUE(ExpectedLevels[Expected Value],ExpectedLevels[Prospect Status],[Status])

    Color Measure = SWITCH(TRUE(),
    SUM('Table'[Value])>SUM('Table'[Expect])+0.1,"Red",
    SUM('Table'[Value])<SUM('Table'[Expect])-0.1,"Red")

    Result:

    Is this the result you expected?

     

    Best Regards,

    Community Support Team _Charlotte

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

  • dreader's avatar
    dreader
    1 year ago

    Hi Anonymous , Thank you for your suggestion. This is very helpful and I think it might work. However, I need a little extra help in creating the Value measure or column. I'm getting that value visually by applying the Show value as Percent of Row Total to the Count of Status field. Thanks!