How to Maintain Consistent Segment Colors Across a Hierarchy Visual

Hi, I've been struggling with maintaining consistent colors for segments in my Power BI hierarchical visualizations, particularly when dealing with different months of data. Here's my specific i...

Need Help

SSteven

1 year ago

Resolved it.
Was in a tunnel vision, just had to eat.

This is the measure solution to use in the Conditionnal Formatting (in the Column section):

Segment_Color = 
SWITCH(
    TRUE(),
    // No Purchase Categories
    SELECTEDVALUE('DimDate'[Financial Year Month Proper]) & ", " & 
    SELECTEDVALUE('dataset'[segment2]) & ", " & 
    SELECTEDVALUE('dataset'[Segment]) = SELECTEDVALUE('DimDate'[Financial Year Month Proper]) & ", " & "No Purchase, New Customers", "#D2B48C",  // Tan color
    
    SELECTEDVALUE('DimDate'[Financial Year Month Proper]) & ", " & 
    SELECTEDVALUE('dataset'[segment2]) & ", " & 
    SELECTEDVALUE('dataset'[Segment]) = SELECTEDVALUE('DimDate'[Financial Year Month Proper]) & ", " & "No Purchase, Prospects", "#B5C2CD",  // Dark Grey color

    // Active Categories
    SELECTEDVALUE('DimDate'[Financial Year Month Proper]) & ", " & 
    SELECTEDVALUE('dataset'[segment2]) & ", " & 
    SELECTEDVALUE('dataset'[Segment]) = SELECTEDVALUE('DimDate'[Financial Year Month Proper]) & ", " & "Active, First Timers", "#D4C4C8",  // Mauve/pink

    SELECTEDVALUE('DimDate'[Financial Year Month Proper]) & ", " & 
    SELECTEDVALUE('dataset'[segment2]) & ", " & 
    SELECTEDVALUE('dataset'[Segment]) = SELECTEDVALUE('DimDate'[Financial Year Month Proper]) & ", " & "Active, Repeat", "#B8BDB5",  // Lavender

    SELECTEDVALUE('DimDate'[Financial Year Month Proper]) & ", " & 
    SELECTEDVALUE('dataset'[segment2]) & ", " & 
    SELECTEDVALUE('dataset'[Segment]) = SELECTEDVALUE('DimDate'[Financial Year Month Proper]) & ", " & "Active, Loyal", "#B8C7B5",  // Sage green

    SELECTEDVALUE('DimDate'[Financial Year Month Proper]) & ", " & 
    SELECTEDVALUE('dataset'[segment2]) & ", " & 
    SELECTEDVALUE('dataset'[Segment]) = SELECTEDVALUE('DimDate'[Financial Year Month Proper]) & ", " & "Active, VIP", "#D2B48C",  // Tan color

    SELECTEDVALUE('DimDate'[Financial Year Month Proper]) & ", " & 
    SELECTEDVALUE('dataset'[segment2]) & ", " & 
    SELECTEDVALUE('dataset'[Segment]) = SELECTEDVALUE('DimDate'[Financial Year Month Proper]) & ", " & "Active, At Risk", "#6A5D8D",  // Purple

    // Inactive Categories
    SELECTEDVALUE('DimDate'[Financial Year Month Proper]) & ", " & 
    SELECTEDVALUE('dataset'[segment2]) & ", " & 
    SELECTEDVALUE('dataset'[Segment]) = SELECTEDVALUE('DimDate'[Financial Year Month Proper]) & ", " & "Inactive, Inactive", "#D9D9D9",  // Light grey

    SELECTEDVALUE('DimDate'[Financial Year Month Proper]) & ", " & 
    SELECTEDVALUE('dataset'[segment2]) & ", " & 
    SELECTEDVALUE('dataset'[Segment]) = SELECTEDVALUE('DimDate'[Financial Year Month Proper]) & ", " & "Inactive, Lapsed", "#E6E6E6",  // Lighter grey

    "#CCCCCC" // Default color if none of the above conditions are met
)

Segment_Color = SWITCH( TRUE(), // No Purchase Categories SELECTEDVALUE('DimDate'[Financial Year Month Proper]) & ", " & SELECTEDVALUE('dataset'[segment2]) & ", " & SELECTEDVALUE('dataset'[Segment]) = SELECTEDVALUE('DimDate'[Financial Year Month Proper]) & ", " & "No Purchase, New Customers", "#D2B48C", // Tan color SELECTEDVALUE('DimDate'[Financial Year Month Proper]) & ", " & SELECTEDVALUE('dataset'[segment2]) & ", " & SELECTEDVALUE('dataset'[Segment]) = SELECTEDVALUE('DimDate'[Financial Year Month Proper]) & ", " & "No Purchase, Prospects", "#B5C2CD", // Dark Grey color // Active Categories SELECTEDVALUE('DimDate'[Financial Year Month Proper]) & ", " & SELECTEDVALUE('dataset'[segment2]) & ", " & SELECTEDVALUE('dataset'[Segment]) = SELECTEDVALUE('DimDate'[Financial Year Month Proper]) & ", " & "Active, First Timers", "#D4C4C8", // Mauve/pink SELECTEDVALUE('DimDate'[Financial Year Month Proper]) & ", " & SELECTEDVALUE('dataset'[segment2]) & ", " & SELECTEDVALUE('dataset'[Segment]) = SELECTEDVALUE('DimDate'[Financial Year Month Proper]) & ", " & "Active, Repeat", "#B8BDB5", // Lavender SELECTEDVALUE('DimDate'[Financial Year Month Proper]) & ", " & SELECTEDVALUE('dataset'[segment2]) & ", " & SELECTEDVALUE('dataset'[Segment]) = SELECTEDVALUE('DimDate'[Financial Year Month Proper]) & ", " & "Active, Loyal", "#B8C7B5", // Sage green SELECTEDVALUE('DimDate'[Financial Year Month Proper]) & ", " & SELECTEDVALUE('dataset'[segment2]) & ", " & SELECTEDVALUE('dataset'[Segment]) = SELECTEDVALUE('DimDate'[Financial Year Month Proper]) & ", " & "Active, VIP", "#D2B48C", // Tan color SELECTEDVALUE('DimDate'[Financial Year Month Proper]) & ", " & SELECTEDVALUE('dataset'[segment2]) & ", " & SELECTEDVALUE('dataset'[Segment]) = SELECTEDVALUE('DimDate'[Financial Year Month Proper]) & ", " & "Active, At Risk", "#6A5D8D", // Purple // Inactive Categories SELECTEDVALUE('DimDate'[Financial Year Month Proper]) & ", " & SELECTEDVALUE('dataset'[segment2]) & ", " & SELECTEDVALUE('dataset'[Segment]) = SELECTEDVALUE('DimDate'[Financial Year Month Proper]) & ", " & "Inactive, Inactive", "#D9D9D9", // Light grey SELECTEDVALUE('DimDate'[Financial Year Month Proper]) & ", " & SELECTEDVALUE('dataset'[segment2]) & ", " & SELECTEDVALUE('dataset'[Segment]) = SELECTEDVALUE('DimDate'[Financial Year Month Proper]) & ", " & "Inactive, Lapsed", "#E6E6E6", // Lighter grey "#CCCCCC" // Default color if none of the above conditions are met )

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How to Maintain Consistent Segment Colors Across a Hierarchy Visual

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