Forum Discussion
Matrix: Conditional format on KPIs
Hi,
Is it possible to create a conditional format on KPIs by row?
Or is there a workaround? I.e. could I create a new measure? The below KPI matrix table has different targets for different KPIs and I would like to shade to colours if out performing or underperforming.
Thanks
Alan
Hi Alan_Gould ,
Is this what you are looking for?
You can try something like this measure. You will have to change the columns/tables/fields to match yours as well as add the extra KPIs. You will also need to change the performance range of what constitutes underperforming and overperforming. I added a "Red" and "Green" but you can change them to a hex code.SWITCH ( TRUE (), MAX ( 'Table'[Performance] ) < 80 && MAX ( 'Table'[KPI ID] ) = "KPI1", "Red", MAX ( 'Table'[Performance] ) < 90 && MAX ( 'Table'[KPI ID] ) = "KPI2", "Red", MAX ( 'Table'[Performance] ) < 90 && MAX ( 'Table'[KPI ID] ) = "KPI3", "Red", MAX ( 'Table'[Performance] ) < 70 && MAX ( 'Table'[KPI ID] ) = "KPI4", "Red", "Green" )
Once you create the measure, add a conditional formatting on your Value Field; Format style should be "Field Value" and field based on should be your measure name e.g.:Yes it would still work. You just add an extra condition e.g.
SWITCH (TRUE (),MAX ( 'Table'[Performance] ) < 20&& MAX ( 'Table'[KPI ID ) = "KPI1", "Red",MAX ( 'Table'[Performance] ) < 60&& MAX ( 'Table'[KPI ID) = "KPI1", "Yellow",
"Green"
that would color numbers below 60 but above 20 as yellow
anything below 20 would be red
anything above 60 green
4 Replies
Hi Alan_Gould ,
Is this what you are looking for?
You can try something like this measure. You will have to change the columns/tables/fields to match yours as well as add the extra KPIs. You will also need to change the performance range of what constitutes underperforming and overperforming. I added a "Red" and "Green" but you can change them to a hex code.SWITCH ( TRUE (), MAX ( 'Table'[Performance] ) < 80 && MAX ( 'Table'[KPI ID] ) = "KPI1", "Red", MAX ( 'Table'[Performance] ) < 90 && MAX ( 'Table'[KPI ID] ) = "KPI2", "Red", MAX ( 'Table'[Performance] ) < 90 && MAX ( 'Table'[KPI ID] ) = "KPI3", "Red", MAX ( 'Table'[Performance] ) < 70 && MAX ( 'Table'[KPI ID] ) = "KPI4", "Red", "Green" )
Once you create the measure, add a conditional formatting on your Value Field; Format style should be "Field Value" and field based on should be your measure name e.g.:Fantastic!
Works perfectly! Thank you very much 🙂
Hi m_alireza,
Quick question, how should I think about writing this if I wanted to have Red if below a certain value, but yellow if between Red and Green thresholds? Would the Switch function still be okay?
The results so far look great!
Thanks,
AlanYes it would still work. You just add an extra condition e.g.
SWITCH (TRUE (),MAX ( 'Table'[Performance] ) < 20&& MAX ( 'Table'[KPI ID ) = "KPI1", "Red",MAX ( 'Table'[Performance] ) < 60&& MAX ( 'Table'[KPI ID) = "KPI1", "Yellow",
"Green"
that would color numbers below 60 but above 20 as yellow
anything below 20 would be red
anything above 60 green
