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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
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:
@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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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.