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OmarSek's avatar
OmarSek
Regular Visitor
4 years ago
Solved

Conditional formatting using a value who change every year

I am working in project to calculate a score of each company of a same group. 

 

To calculate the score , each company has to provide x kpi each month ( x is a number of kpi that the company have to provide each year , so x change by year) , so companies provide y kpi ( y the number of kpi that each company provides each month which is equal or less to x) . 

 

I am using stacked colum chart to show the score by company and i am using a slicer of date ( by month) , i want to use data color function to show it the company provides all the kpi or not . 

 

Exemple : if the company provides all the kpi , the color is blue , else the color is grey. But the number of kpi to provide change each year. ( in 2021 , the number was 10, in 2022, the number is 12). 

Need Help
  • v-yanjiang-msft's avatar
    v-yanjiang-msft
    4 years ago

    According to your description, I create a sample.

    Here's my solution.

    1. Create a KPI table, don't make relationship between the two tables.

    2. Create a measure.

    Color =
IF (
    MAX ( 'Table'[Score] )
        >= MAXX (
            FILTER (
                ALL ( 'KPI BY YEAR' ),
                'KPI BY YEAR'[Year] = YEAR ( SELECTEDVALUE ( 'Table'[Date] ) )
            ),
            'KPI BY YEAR'[KPI]
        ),
    "Blue",
    "Grey"
)

    3. Select the stacked colum chart, in the Format pane, select Columns>Colors>fx, select the color measure in the dialog.

    Get the correct result.

    I attach my sample below for reference.

     

    Best Regards,
    Community Support Team _ kalyj

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

     

5 Replies

  • amitchandak's avatar
    amitchandak
    Icon for Super User rankSuper User
    4 years ago

    OmarSek , if you use legend or two measure you can not use conditional formatting. So stacked you might be using legend, so I doubt that.

     

    Usually, color measure does a good job in that case

     

    How to do conditional formatting by measure and apply it on pie? : https://youtu.be/RqBb5eBf_I4

  • Greg_Deckler's avatar
    Greg_Deckler
    Icon for Community Champion rankCommunity Champion
    4 years ago

    OmarSek So, seems like you would use an Enter Data query to create a table with the number of KPI's by year. Then you could create a measure that compared the number of entries (COUNTROWS perhaps) in a given year, compare that to the KPI table value and return 1 or 0 so that you could then use that measure in your conditional formatting.

    • OmarSek's avatar
      OmarSek
      Regular Visitor
      4 years ago

      I like the idea, i will try to implement it and i will let you know the result.

      • OmarSek's avatar
        OmarSek
        Regular Visitor
        4 years ago

        I create a table called KPI BY YEAR , with two columns YEAR and Num KPI , this table has a relationship with just Date table . 

        I have a slicer of month, i am trying just to find the NUM KPI using dax formula but it doesn't function. 

        This is my dax forumula : 

        NumPKIYEAR = VALUES ('KPI BY YEAR'[Num KPI]) 

        but i get an error.

  • v-yanjiang-msft's avatar
    v-yanjiang-msft
    Icon for Community Support rankCommunity Support
    4 years ago

    According to your description, I create a sample.

    Here's my solution.

    1. Create a KPI table, don't make relationship between the two tables.

    2. Create a measure.

    Color =
IF (
    MAX ( 'Table'[Score] )
        >= MAXX (
            FILTER (
                ALL ( 'KPI BY YEAR' ),
                'KPI BY YEAR'[Year] = YEAR ( SELECTEDVALUE ( 'Table'[Date] ) )
            ),
            'KPI BY YEAR'[KPI]
        ),
    "Blue",
    "Grey"
)

    3. Select the stacked colum chart, in the Format pane, select Columns>Colors>fx, select the color measure in the dialog.

    Get the correct result.

    I attach my sample below for reference.

     

    Best Regards,
    Community Support Team _ kalyj

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