How would I conditional format this in PBI for a table?

[Libbyb23]

Hi, 

I am working on a report that changes the background color of a date column based on how many days a deal has been in a stage. My team would like to set these conditional rules based on which stage it is in (see below). However, I am not sure how to do the write the rules to change based on which stage. For example, my report is working based on deal stage 6 rules but for all stages.

I am not sure were to add the deal stage parameter to create it as my sales directors intended.

Any help is appreciated. 

[parry2k]

@Libbyb23 it has to be a measure not a column.

[Anonymous · Accepted solution]

Hi @Libbyb23 ,

If you can get the deal stage in the current context, try this:

Measure = 
VAR __cur_stage = SELECTEDVALUE('Table'[Deal Stage])
VAR __days = SUM('Table'[Days Opened])
VAR __result = 
    SWITCH(
        TRUE(),
    __cur_stage IN {5,6},
        SWITCH( 
            TRUE(),
            __days < 0 && __days >= -60, "Green",
            __days < -60 && __days >= -90, "Yellow",
            __days < -90 && __days >= -1000, "Red"
        ),
    __cur_stage = 4,
        SWITCH( 
            TRUE(),
            __days < 0 && __days >= -30, "Green",
            __days < -30 && __days >= -60, "Yellow",
            __days < -60 && __days >= -1000, "Red"
        ),
    __cur_stage IN {2,3},
        SWITCH( 
            TRUE(),
            __days < 0 && __days >= -15, "Green",
            __days < -15 && __days >= -30, "Yellow",
            __days < -30 && __days >= -1000, "Red"
        )
    )
RETURN
    __result

Best Regards,
Gao
Community Support Team

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If I misunderstand your needs or you still have problems on it, please feel free to let us know. Thanks a lot!

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[Libbyb23]

Trying this now! Thanks!!

[parry2k]

@Libbyb23 or check out this video on my channel - it addresses similar question: How to make conditional formatting scalable and easy to manage in Power BI (youtube.com)

[parry2k]

@Libbyb23 then it should be super easy. It will be easier if you share pbix file using one drive/google drive with the expected output. Remove any sensitive information before sharing.

[parry2k]

@Libbyb23 does the transaction table have deal stage column?

[Libbyb23]

Yes it does!!