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PrashantA's avatar
PrashantA
Helper I
5 years ago
Solved

How apply conditional formatting using multiple columns in PBI Desktop - Help required

Team,

 

I have below scenario where have data of various customers (Branches, Store, Market type and Month wise business) of approx 400 excel files.

 

Help required: how to apply conditional formating using combination of Customer+Branch+Store ID to highlight in which month the market type was changed from Rural to Urban and back to Rural.

 

E.g. Customer A (A1 branch) has the scenario where in Jul month Market type was "Rural" and in Aug it became Urban and then in Sep again Rural.

 

Please guide

 

Thanks and Regards,

Prashant

 

Sample table:

 

  • Hi, PrashantA 

    According to your description and sample data, I can roughly understand your requirement, I think you can use the “Conditional formatting” function in the Power BI matrix to achieve this, you can try my steps:

    1. Go to the Power Query and do some operations as below pictures:

    Unpivot columns:

     

    Then rename the column:

     

    1. Click on the “Apply and close” and create a matrix and place it like this:

     

    1. Create a measure:
    Color =
    
    IF(MAX('Table'[Market])="Urban","Green","Yellow")
    1. Go to the “Format” pane and set it like this:

     

    And you can get what you want, like this:

    When the Market type is "Urban", it displays green color and displays yellow color if it’s “Rural”.

    You can download my test pbix file below

     

    If this result is not what you want, you can post some sample data(without sensitive data) and your expected result.

    How to Get Your Question Answered Quickly 

    Thank you very much!

     

    Best Regards,

    Community Support Team _Robert Qin

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

3 Replies

  • Hi,

    I am not sure of how much i can help but i'd like to try.  Share the link from where i can download your PBI file.  Also, share the source Excel file (from where you imported data into the PBI file).

    • PrashantA's avatar
      PrashantA
      Helper I

      Hi Ashish,

       

      Sorry but unable to share it with you as first of all its big data 45gb and restricted one. Hence shared with you the sample table.

       

      Hope this helps.

       

      Thanks and Regards,

      Prashant

  • v-robertq-msft's avatar
    v-robertq-msft
    Community Support

    Hi, PrashantA 

    According to your description and sample data, I can roughly understand your requirement, I think you can use the “Conditional formatting” function in the Power BI matrix to achieve this, you can try my steps:

    1. Go to the Power Query and do some operations as below pictures:

    Unpivot columns:

     

    Then rename the column:

     

    1. Click on the “Apply and close” and create a matrix and place it like this:

     

    1. Create a measure:
    Color =
    
    IF(MAX('Table'[Market])="Urban","Green","Yellow")
    1. Go to the “Format” pane and set it like this:

     

    And you can get what you want, like this:

    When the Market type is "Urban", it displays green color and displays yellow color if it’s “Rural”.

    You can download my test pbix file below

     

    If this result is not what you want, you can post some sample data(without sensitive data) and your expected result.

    How to Get Your Question Answered Quickly 

    Thank you very much!

     

    Best Regards,

    Community Support Team _Robert Qin

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