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Anonymous's avatar
Anonymous
Not applicable
5 years ago
Solved

Conditionally format a specific total column using targets and thresholds

All, 

 

For each quarter, I want to conditionally color, using the target for each quarter. So, actual total is less or equal to that quarter target, then color code based on thresholds (green, blue, yellow, red).  I made measure to apply to the totals  but I can't seem to target a specific quarter total to apply the rule.

 

Any ideas? I may just use a custom matrix heirachy but I can't conditionally format it. Perhaps for each quarter I can code the outcome as text Q4 - Green 

 

Custom Heirachy 

 

 

 

 

  • Anonymous 

    SWITH(TRUE(),
    SELECTEDVALUE(QTR) = "Q1"&&TARGETvsActual<0,"REd",
    SELECTEDVALUE(QTR) = "Q1"&&TARGETvsActual<5,"Yelloe","Green")

     

    And apply this conditional formatting on the fileds using Field value option and you will get the required result!

    Please let me know any assistance required further!

     

2 Replies

  • VijayP's avatar
    VijayP
    Community Champion

    Anonymous 

    SWITH(TRUE(),
    SELECTEDVALUE(QTR) = "Q1"&&TARGETvsActual<0,"REd",
    SELECTEDVALUE(QTR) = "Q1"&&TARGETvsActual<5,"Yelloe","Green")

     

    And apply this conditional formatting on the fileds using Field value option and you will get the required result!

    Please let me know any assistance required further!

     

    • Anonymous's avatar
      Anonymous
      Not applicable

      Hi Vijay! 

       

      This is awesome. Just to see if I could control the colors for a specific column, I did the below and it works nicely. I didn't need to do slected. Just use min. I am going to mark your suggestion as the solution because you got me started on the right path. I will try a more complex version of looking up actual vs. targets for each plant and quarter.