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Hi all, I'd like to do something that seems simple on the surface but is giving me a lot of grief.
I'm working with a set of data that contains revenue forecasts. These forecasts are quarterly and each forecast contains 8 quarters: 1 quarter of actual revenue (the "jump-off"), and 7 quarters of predicted revenue. This way I can also add a line that is solely for actuals data, and then have a bunch of lines for all of the forecasts and then I can see how the forecasts branch off of the actuals. These forecasts are created each quarter and have two "scenarios": a positive scenario and a negative scenario.
That's mostly fine, but I'm having trouble with the line colors/shapes in this chart. What I want is for each quarter, the Positive Scenario is a shade of blue and the Negative Scenario is shade of Red. I want the shades to be darker for more recent jump-offs, and lighter for older ones. The Legend is a key that combines the Scenario and Jump-off Name. Because I have a legend, there's no conditional formating available. Is there any way to have some kind of conditional logic behind the color/shape selection of the lines?
Here is the data:
Name Scenario Key | Forecast Name | Scenario | Start Date | Revenue Date | Revenue |
Q4'21: Positive | Q4'21 | Positive | 12/31/2021 | 12/31/2021 | 110 |
Q4'21: Positive | Q4'21 | Positive | 12/31/2021 | 3/31/2022 | 102 |
Q4'21: Positive | Q4'21 | Positive | 12/31/2021 | 6/30/2022 | 104 |
Q4'21: Positive | Q4'21 | Positive | 12/31/2021 | 9/30/2022 | 98 |
Q4'21: Positive | Q4'21 | Positive | 12/31/2021 | 12/31/2022 | 120 |
Q4'21: Positive | Q4'21 | Positive | 12/31/2021 | 3/31/2023 | 118 |
Q4'21: Positive | Q4'21 | Positive | 12/31/2021 | 6/30/2023 | 124 |
Q4'21: Positive | Q4'21 | Positive | 12/31/2021 | 9/30/2023 | 125 |
Q4'21: Negative | Q4'21 | Negative | 12/31/2021 | 12/31/2021 | 110 |
Q4'21: Negative | Q4'21 | Negative | 12/31/2021 | 3/31/2022 | 108 |
Q4'21: Negative | Q4'21 | Negative | 12/31/2021 | 6/30/2022 | 100 |
Q4'21: Negative | Q4'21 | Negative | 12/31/2021 | 9/30/2022 | 92 |
Q4'21: Negative | Q4'21 | Negative | 12/31/2021 | 12/31/2022 | 93 |
Q4'21: Negative | Q4'21 | Negative | 12/31/2021 | 3/31/2023 | 84 |
Q4'21: Negative | Q4'21 | Negative | 12/31/2021 | 6/30/2023 | 78 |
Q4'21: Negative | Q4'21 | Negative | 12/31/2021 | 9/30/2023 | 80 |
Q1'22: Positive | Q1'22 | Positive | 3/31/2022 | 3/31/2022 | 100 |
Q1'22: Positive | Q1'22 | Positive | 3/31/2022 | 6/30/2022 | 105 |
Q1'22: Positive | Q1'22 | Positive | 3/31/2022 | 9/30/2022 | 110 |
Q1'22: Positive | Q1'22 | Positive | 3/31/2022 | 12/31/2022 | 120 |
Q1'22: Positive | Q1'22 | Positive | 3/31/2022 | 3/31/2023 | 119 |
Q1'22: Positive | Q1'22 | Positive | 3/31/2022 | 6/30/2023 | 109 |
Q1'22: Positive | Q1'22 | Positive | 3/31/2022 | 9/30/2023 | 121 |
Q1'22: Positive | Q1'22 | Positive | 3/31/2022 | 12/31/2023 | 130 |
Q1'22: Negative | Q1'22 | Negative | 3/31/2022 | 3/31/2022 | 100 |
Q1'22: Negative | Q1'22 | Negative | 3/31/2022 | 6/30/2022 | 90 |
Q1'22: Negative | Q1'22 | Negative | 3/31/2022 | 9/30/2022 | 87 |
Q1'22: Negative | Q1'22 | Negative | 3/31/2022 | 12/31/2022 | 75 |
Q1'22: Negative | Q1'22 | Negative | 3/31/2022 | 3/31/2023 | 79 |
Q1'22: Negative | Q1'22 | Negative | 3/31/2022 | 6/30/2023 | 84 |
Q1'22: Negative | Q1'22 | Negative | 3/31/2022 | 9/30/2023 | 76 |
Q1'22: Negative | Q1'22 | Negative | 3/31/2022 | 12/31/2023 | 74 |
Q2'22: Positive | Q2'22 | Positive | 6/30/2022 | 6/30/2022 | 95 |
Q2'22: Positive | Q2'22 | Positive | 6/30/2022 | 9/30/2022 | 100 |
Q2'22: Positive | Q2'22 | Positive | 6/30/2022 | 12/31/2022 | 124 |
Q2'22: Positive | Q2'22 | Positive | 6/30/2022 | 3/31/2023 | 121 |
Q2'22: Positive | Q2'22 | Positive | 6/30/2022 | 6/30/2023 | 104 |
Q2'22: Positive | Q2'22 | Positive | 6/30/2022 | 9/30/2023 | 108 |
Q2'22: Positive | Q2'22 | Positive | 6/30/2022 | 12/31/2023 | 115 |
Q2'22: Positive | Q2'22 | Positive | 6/30/2022 | 3/31/2024 | 120 |
Q2'22: Negative | Q2'22 | Negative | 6/30/2022 | 6/30/2022 | 95 |
Q2'22: Negative | Q2'22 | Negative | 6/30/2022 | 9/30/2022 | 90 |
Q2'22: Negative | Q2'22 | Negative | 6/30/2022 | 12/31/2022 | 91 |
Q2'22: Negative | Q2'22 | Negative | 6/30/2022 | 3/31/2023 | 84 |
Q2'22: Negative | Q2'22 | Negative | 6/30/2022 | 6/30/2023 | 73 |
Q2'22: Negative | Q2'22 | Negative | 6/30/2022 | 9/30/2023 | 67 |
Q2'22: Negative | Q2'22 | Negative | 6/30/2022 | 12/31/2023 | 69 |
Q2'22: Negative | Q2'22 | Negative | 6/30/2022 | 3/31/2024 | 72 |
Actual | Actual | Actual | 12/31/2021 | 110 | |
Actual | Actual | Actual | 3/31/2022 | 100 | |
Actual | Actual | Actual | 6/30/2022 | 95 |
Here's what I have now (I have manually set the colors):
I have an issue when I select a sub-section of forecasts. The colors aren't dynamic so if I select Q4'21 and Q1'22, I would like Q1'22 to be the darkest possible shade of red and blue, but it doesn't do that. It displays as the color that I had hardcoded it to be:
Is there any way to have conditional color and shape formatting when I have a legend? I am also planning on using a linked table (created using CROSSJOIN) to have a conditional legend for this table, so that I can split the legend by either "Name Scenario Key" or "Forecast Name" - That will allow me to see time series of total or it's sub-parts. Not sure if that will affect the logic.
I would appreciate any help on this! As far as I know, there's no way to have conditional line colors, but hopefully I'm wrong. Thank you!
Solved! Go to Solution.
Hi @Anonymous ,
As far as I concerned, There are no such visual for your requriement. You can submit a requirement here. Thanks for understanding.
Or you can change the line chart to bar chart, then use conditional formatting.
Power BI line chart marker color conditional formatting - Data Cornering
Conditional Formatting for Color in Bar Chart - Microsoft Power BI Community
Best Regards
Community Support Team _ Polly
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Hi @Anonymous ,
As far as I concerned, There are no such visual for your requriement. You can submit a requirement here. Thanks for understanding.
Or you can change the line chart to bar chart, then use conditional formatting.
Power BI line chart marker color conditional formatting - Data Cornering
Conditional Formatting for Color in Bar Chart - Microsoft Power BI Community
Best Regards
Community Support Team _ Polly
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
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