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Upali63's avatar
Upali63
Helper II
2 years ago
Solved

Formatting rows in Matrix

Hi,

 

I have cretaed a matrix for Profit and loss statment and my output report is like the one shown below

 

 

But I find difficult to format some selected Rows in line with the image shown below B/G color ,Font size,Bold font. Kindly help me to achieve it. Link for my Power Bi file is also given below

 

https://drive.google.com/file/d/1moDryrJEZcQpr2JO4SiMwZCwdLHH3LuZ/view?usp=sharing

 

Need Help
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  • Anonymous's avatar
    Anonymous
    2 years ago

    Hi Upali63 ,

     

    I suggest you to use "stepped layout" to transform your visual.

    And turn on Row subtotals.

    Measure:

    PL Total = 
SUMX (
    SUMMARIZE (
        'PL Account',
        'PL Account'[P&L Category],
        'PL Account'[Account],
        "Switch",
            SWITCH (
                TRUE (),
                MAX ( 'PL Account'[Order_id] ) = 3,
                    CALCULATE (
                        [PL Amount],
                        FILTER ( ALL ( 'PL Account' ), 'PL Account'[Order_id] IN { 1, 2 } )
                    ),
                MAX ( 'PL Account'[Order_id] ) = 10,
                    CALCULATE (
                        [PL Amount],
                        FILTER ( ALL ( 'PL Account' ), 'PL Account'[Order_id] IN { 5, 6, 7, 8, 9 } )
                    ),
                MAX ( 'PL Account'[Order_id] ) = 11,
                    CALCULATE (
                        [PL Amount],
                        FILTER ( ALL ( 'PL Account' ), 'PL Account'[Order_id] IN { 1, 2 } )
                    )
                        - CALCULATE (
                            [PL Amount],
                            FILTER ( ALL ( 'PL Account' ), 'PL Account'[Order_id] IN { 5, 6, 7, 8, 9 } )
                        ),
                MAX ( 'PL Account'[Order_id] ) = 15,
                    CALCULATE (
                        [PL Amount],
                        FILTER ( ALL ( 'PL Account' ), 'PL Account'[Order_id] IN { 1, 2 } )
                    )
                        - CALCULATE (
                            [PL Amount],
                            FILTER (
                                ALL ( 'PL Account' ),
                                'PL Account'[Order_id] IN { 5, 6, 7, 8, 9, 13, 14 }
                            )
                        ),
                MAX ( 'PL Account'[Order_id] ) = 18,
                    CALCULATE (
                        [PL Amount],
                        FILTER ( ALL ( 'PL Account' ), 'PL Account'[Order_id] IN { 1, 2 } )
                    )
                        - CALCULATE (
                            [PL Amount],
                            FILTER (
                                ALL ( 'PL Account' ),
                                'PL Account'[Order_id] IN { 5, 6, 7, 8, 9, 13, 14, 17 }
                            )
                        ),
                [PL Amount]
            )
    ),
    [Switch]
)
    Measure Filter = 
IF(CONTAINSSTRING(MAX('PL Account'[Account]),"Total") || MAX('PL Account'[Account]) = "",0,1)

    Add Measure Filter into visual level filter and set it to show items when value = 1.

    Result is as below.

     

    Best Regards,
    Rico Zhou

     

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

     

2 Replies

  • MFelix's avatar
    MFelix
    Super User
    2 years ago

    Hi Upali63 ,

     

    The formulas you are using in terms of the colours are correct so if you use them as your condittional formatting they will highlight the numbers, however there is no chance to format the bold font size and so on since the totals are part of your values.

     

    The other questions ir regarding the headers that don't have the option to be condittional formatted so you can't have that exactly look and feel has you are presenting on the screen shot.

     

  • Anonymous's avatar
    Anonymous
    Not applicable
    2 years ago

    Hi Upali63 ,

     

    I suggest you to use "stepped layout" to transform your visual.

    And turn on Row subtotals.

    Measure:

    PL Total = 
SUMX (
    SUMMARIZE (
        'PL Account',
        'PL Account'[P&L Category],
        'PL Account'[Account],
        "Switch",
            SWITCH (
                TRUE (),
                MAX ( 'PL Account'[Order_id] ) = 3,
                    CALCULATE (
                        [PL Amount],
                        FILTER ( ALL ( 'PL Account' ), 'PL Account'[Order_id] IN { 1, 2 } )
                    ),
                MAX ( 'PL Account'[Order_id] ) = 10,
                    CALCULATE (
                        [PL Amount],
                        FILTER ( ALL ( 'PL Account' ), 'PL Account'[Order_id] IN { 5, 6, 7, 8, 9 } )
                    ),
                MAX ( 'PL Account'[Order_id] ) = 11,
                    CALCULATE (
                        [PL Amount],
                        FILTER ( ALL ( 'PL Account' ), 'PL Account'[Order_id] IN { 1, 2 } )
                    )
                        - CALCULATE (
                            [PL Amount],
                            FILTER ( ALL ( 'PL Account' ), 'PL Account'[Order_id] IN { 5, 6, 7, 8, 9 } )
                        ),
                MAX ( 'PL Account'[Order_id] ) = 15,
                    CALCULATE (
                        [PL Amount],
                        FILTER ( ALL ( 'PL Account' ), 'PL Account'[Order_id] IN { 1, 2 } )
                    )
                        - CALCULATE (
                            [PL Amount],
                            FILTER (
                                ALL ( 'PL Account' ),
                                'PL Account'[Order_id] IN { 5, 6, 7, 8, 9, 13, 14 }
                            )
                        ),
                MAX ( 'PL Account'[Order_id] ) = 18,
                    CALCULATE (
                        [PL Amount],
                        FILTER ( ALL ( 'PL Account' ), 'PL Account'[Order_id] IN { 1, 2 } )
                    )
                        - CALCULATE (
                            [PL Amount],
                            FILTER (
                                ALL ( 'PL Account' ),
                                'PL Account'[Order_id] IN { 5, 6, 7, 8, 9, 13, 14, 17 }
                            )
                        ),
                [PL Amount]
            )
    ),
    [Switch]
)
    Measure Filter = 
IF(CONTAINSSTRING(MAX('PL Account'[Account]),"Total") || MAX('PL Account'[Account]) = "",0,1)

    Add Measure Filter into visual level filter and set it to show items when value = 1.

    Result is as below.

     

    Best Regards,
    Rico Zhou

     

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