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Hi! I have data that looks like this where each row is a unit (# 1 - 3) , when it left inventory and how long it was in inventoy, and what subtype of unit it is (Type A or Type B).
This data is pivoted in Excel to produce a table where you can easily see the aging in inventory of each type across time.
If I try to duplicate this in PBI the closest I can get is:
1.) I tried to use conditional formatting with red, yellow, green but it looks really ugly. Is there a way to get closer to Excel?
2) Bigger issue is: how would I go about creating the sub column (Type under Unit) as in the Excel screenshot?
Also, given what I'm trying to do, if there is a PBI visualzation that you think would do a better job of displaying aging over time by type please let me know.
PS: I tried to just updload the Excel and PBI files but I can't see how to do that, if it's possible just let me know.
Thanks!
Solved! Go to Solution.
For the colours, it should be easy enough to change the colours used in the conditional fomatting so that it uses red-green instead of orange. And maybe consider adding a middle colour if you need more control over the colours.
And for your second issue, you can drag more than one dimension into the columns of a matrix visual - so as long as you have the type in the raw data, just put that under the Unit dimension and click on expand all levels down a level on the actual visual
For the colours, it should be easy enough to change the colours used in the conditional fomatting so that it uses red-green instead of orange. And maybe consider adding a middle colour if you need more control over the colours.
And for your second issue, you can drag more than one dimension into the columns of a matrix visual - so as long as you have the type in the raw data, just put that under the Unit dimension and click on expand all levels down a level on the actual visual
Thanks for your help! Actually I marked this as solved but did not realize there was one more criteria that the PBI Matrix wasn't doing. In the Excel table the conditional formatting gradiant is done per column. But if I try to format the matrix as specified above, it does a gradiant for every cell. Is there a way do have each sub column (the Type column and the total columns) be indepent in it's formatting?
E.g. this is what I see in PBI
This is what I want in PBI:
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