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PBIFanHook7's avatar
PBIFanHook7
Icon for Helper III rankHelper III
7 months ago
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Create a Power BI Report with stacked colored columns and stacked colored coordinated row values

I clarified and updated my original post. In my below post, I included a picture of the Excel Report with the stacked columns and stacked row values. I also included an example of the workable input data. Please let me know if its best to use Report Builder to create this kind of report?

I would like to create this Excel Report or a similar report in Power BI. The data is coming in as rows, meaning the ColumNames are rows. The values come from a count of the ColumnNames (Columns) by Locality and Referral ID. Please provide guidance or an example of how to accomplish this in Power BI. What is the best visual to use? I am thinking it may have to be a matrix. But, if another visual is better to present this data in a similar and meaningful manner please advise. Or, is it better to use Report Builder to create this excel report? If so, please provide some guidance. Thanks. 

  • Anonymous's avatar
    Anonymous
    7 months ago

    Hi PBIFanHook7,

     

    Thank you for reaching out to the Microsoft Fabric Forum Community, and special thanks to danextian and Kedar_Pande  for prompt and helpful responses.

     

    Power BI currently has a limitation where conditional formatting cannot be applied to individual row headers or column headers in a Matrix visual formatting can only be applied to the values and subtotals, not the headers themselves. Because of this, recreating the Excel layout with stacked colored column headers and coordinated colored row headers exactly as shown is not fully possible in Power BI Desktop.  In real world scenarios where a pixel perfect layout and precise formatting like Excel is required, the better approach is to use Power BI Report Builder (Paginated Reports). Report Builder allows full control over the table layout, lets you group rows and columns, and supports conditional formatting on headers, cells, and totals, making it much easier to reproduce this kind of structured report exactly as designed.

     

    Thanks & Regards,

    Prasanna Kumar

6 Replies

  • Hi PBIFanHook7 

    Conditional formatting on column and row headers isn't currently supported. Colors are applied to the whole header. It is possible to conditonally format the values and subtotals though (except subtotal header). Also please as always post a workable sample data (not an image) that matches your expected output. 

    • PBIFanHook7's avatar
      PBIFanHook7
      Icon for Helper III rankHelper III

      Dane, thanks for you response and suggestions. I have updated my post with some clarifications, a new excel layout example with its workable sample data. Hopefully, this helps in getting more feedback and a possible solution. If this can't be done in Power BI, I am wondering would Report Builder be a better option? 

  • I would like to clarify and improve my original post by providing a new excel layout example and the workable sample data. I also probably should use the term 'stacked columns' instead of wrap-around columns, and 'stacked rows' instead of wrap-around rows. Lastly, I would also ask if this cannot be acheived in Power BI, do you think Report Builder would be a better solution? If so, please provide some guidance. Thanks in advance for all responses. 

     

    Excel Layout Example: 

     

    Workable Sample Data: 

    LocalityRegionReferral_IDColumnNames
    TownACentral1111111Column1Name_Blue
    TownACentral1111222Column2Name_Blue
    TownACentral1111333Column3Name_Blue
    TownACentral1111444Column3Name_Blue
    TownACentral1111555Column2Name_Green
    TownACentral1111777Column2Name_Green
    TownACentral1111888Column3Name_Green
    TownACentral2222111Column1Name_Yellow
    TownACentral2222222Column1Name_Yellow
    TownACentral2222333Column2Name_Yellow
    TownACentral2222444Column3Name_Yellow
    TownACentral2222555Column1Name_Orange
    TownACentral3333111Column3Name_Orange
    TownACentral3333222Column3Name_Orange
    TownACentral3333333Column1Name_Pink
    TownACentral3333444Column2Name_Pink
    TownBCentral4444111Column1Name_Blue
    TownBCentral4444222Column1Name_Blue
    TownBCentral4444333Column3Name_Blue
    TownBCentral4444444Column1Name_Green
    TownBCentral4444555Column1Name_Green
    TownBCentral4444777Column1Name_Green
    TownBCentral4444888Column2Name_Green
    TownBCentral4444999Column3Name_Green
    TownBCentral5555888Column1Name_Yellow
    TownBCentral5555999Column2Name_Yellow
    TownBCentral7777000Column1Name_Orange
    TownBCentral7777111Column1Name_Orange
    TownBCentral7777222Column2Name_Orange
    TownBCentral7777333Column3Name_Orange
    TownBCentral7777444Column3Name_Orange
    TownBCentral7777555Column1Name_Pink
    TownBCentral7777777Column1Name_Pink
    TownBCentral7777888Column1Name_Pink
    TownBCentral7777999Column2Name_Pink
    TownCEastern8888000Column1Name_Blue
    TownCEastern8888111Column2Name_Blue
    TownCEastern8888222Column2Name_Blue
    TownCEastern8888333Column1Name_Green
    TownCEastern8888444Column1Name_Green
    TownCEastern8888555Column2Name_Green
    TownCEastern8888777Column3Name_Green
    TownCEastern8888888Column1Name_Yellow
    TownCEastern8888999Column1Name_Yellow
    TownCEastern9999000Column1Name_Yellow
    TownCEastern9999111Column2Name_Yellow
    TownCEastern9999222Column3Name_Yellow
    TownCEastern9999333Column2Name_Orange
    TownCEastern9999444Column3Name_Orange
    TownCEastern9999555Column1Name_Pink
    TownCEastern9999777Column1Name_Pink
    TownCEastern9999888Column2Name_Pink
    TownCEastern9999999Column2Name_Pink

     

  • PBIFanHook7 

     

    Use a Matrix visual - perfect for this layout.

    Setup:

    Rows = Locality, Referral ID

    Values = Count of ColumnNames (or unpivot first so ColumnNames become a single field)

    Turn on "Show on rows" for values

    Format colors per ColumnName using conditional formatting

     

  • Anonymous's avatar
    Anonymous
    Not applicable

    Hi PBIFanHook7,

     

    Thank you for reaching out to the Microsoft Fabric Forum Community, and special thanks to danextian and Kedar_Pande  for prompt and helpful responses.

     

    Power BI currently has a limitation where conditional formatting cannot be applied to individual row headers or column headers in a Matrix visual formatting can only be applied to the values and subtotals, not the headers themselves. Because of this, recreating the Excel layout with stacked colored column headers and coordinated colored row headers exactly as shown is not fully possible in Power BI Desktop.  In real world scenarios where a pixel perfect layout and precise formatting like Excel is required, the better approach is to use Power BI Report Builder (Paginated Reports). Report Builder allows full control over the table layout, lets you group rows and columns, and supports conditional formatting on headers, cells, and totals, making it much easier to reproduce this kind of structured report exactly as designed.

     

    Thanks & Regards,

    Prasanna Kumar

    • PBIFanHook7's avatar
      PBIFanHook7
      Icon for Helper III rankHelper III

      Thanks for the thorough response. I also would like to thank danextian and Kedar_Pande for there responses. I am going to have to research a different approach.