How to Maintain Consistent Segment Colors Across a Hierarchy Visual

[SSteven]

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 issue and how I am trying to resolve it. 

Problem: I have a column and line chart showing customer segments in a hierarchy (No Purchase/Active/Inactive as parent level, with sub-segments like New Customers, Prospects, etc.). When filtering by different months, the colors of my segments keep changing. I need these segments to maintain the same colors consistently.

Attempted Solutions That Didn't Work: I tried creating a DAX measure for colors but this isn't working and is just retuning the default value. 

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

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

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

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

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

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

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

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

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

 
Use of the measure as a column conditionnal formatting: 

Which Chart I am using and the data underneath : 

A sample of the data: 

Financial Year Month Proper	start_date	segment2	segment	Base
FY2024 July	01/07/2023 0:00	No Purchase	New Customers	15432
FY2024 July	01/07/2023 0:00	No Purchase	Prospects	345678
FY2024 July	01/07/2023 0:00	Active	First Timers	52341
FY2024 July	01/07/2023 0:00	Active	Repeat	23456
FY2024 July	01/07/2023 0:00	Active	Loyal	45678
FY2024 July	01/07/2023 0:00	Active	VIP	2789
FY2024 July	01/07/2023 0:00	Active	At Risk	16543
FY2024 July	01/07/2023 0:00	Inactive	Inactive	92345
FY2024 July	01/07/2023 0:00	Inactive	Lapsed	328976
FY2024 August	01/08/2023 0:00	No Purchase	New Customers	12567
FY2024 August	01/08/2023 0:00	No Purchase	Prospects	359876
FY2024 August	01/08/2023 0:00	Active	First Timers	48765
FY2024 August	01/08/2023 0:00	Active	Repeat	24567
FY2024 August	01/08/2023 0:00	Active	Loyal	54321
FY2024 August	01/08/2023 0:00	Active	VIP	2654
FY2024 August	01/08/2023 0:00	Active	At Risk	17654
FY2024 August	01/08/2023 0:00	Inactive	Inactive	95432
FY2024 August	01/08/2023 0:00	Inactive	Lapsed	337654

Does anyone has an idea on how to fix this ? or if it is even possible to do so ? 

Thanks ! 

[SSteven · Accepted solution]

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
)