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Anonymous
Not applicable

Matrix Conditional Formatting Icons

I'm strugggling to get conditional formatting correct after a few hours reading through other posts.

 

My matrix has 3 columns being used:

Rows = [Product ID]

Columns = [Reporting Date]

Values = SUM([Product Qty] * [Price]) this is a calculated column

 

transform99_0-1670819902885.png

 

My issue is that [Reporting Date] can be arbitrary, it's an extract from a system giving snapshots in time. I want to be able to conditionally format my matrix to have green/yellow/red arrows point up/constant/down based on the value change between the 2 reporting periods.

 

Output should be similar to this:

transform99_1-1670820229500.png

 

2 REPLIES 2
VijayP
Super User
Super User

@Anonymous 

You must use time intelligence measures and get current and previous month values then this can be achieved easy

Create a date dimension table and connect to the data model

Create a measure as Total Value =   Sum( column)

and another measure  pre month = calculate([TotalValue], dateadd(datedimension[date],-1,month))
and add these two measures to table visual

then you need to create conditionalformatting rule  totalvalue < previous month red arrow else green arrow

Creating time intelligence measures make your reporting much easier. Dont always depend on just columns and implicit calculations!




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Anonymous
Not applicable

Respectfully that doesn't answer the question.

 

The users aren't looking to consume information on a month-by-month basis, they are wanting to see it based on snapshots that come out which is why I highlighted that date fields can be arbitrary (I can get the reports on any business day of the week, and stock does not have a specific arrival date).

 

I do have a dim_Calendar designed in my PBIX connected to the [Reporting Date] column, but even if I'm to swap out the [Reporting Date] and use the 'dim_Calendar'[Date] field, I'm still seeing that I am faced with the same issue.

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