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phangri
Regular Visitor
3 years ago

Matrix visual conditional formatting and measure behavior

Hello everyone,

 

I have the following problem:

 

I created a Matrix with the following columns/measures:

 

Entity, [Beginning Balance], [Ending balance] and [Variation]. 

 

The "Variation" are basically the [Transactions] that ocurred between my Beginning Balance and Ending Balance. Also, I inserted a Date slicer to visualize the different balances in different ranges of time. 

 

I added a formatting condition: [Variation] > 250k will be highlighted. 

 

I created another page that only shows the values where the conditional format is true. This step was easy, I just copied the visual and pasted into the new page and I applied a filter on the visual where [Var]>250k. 

 

The problem that I'm facing is that in order to anaylize the [Var]>250k I need to see the [Transactions] that contribute to a variation that exceed 250k in a range of time. These transactions (individually) could be not in the range of values and they are not showing. 

 

Is there a way in which I can show a GROUP of transactions in a range of dates where the variance was >250k?

 

Ideally, my new matrix would be: Entity, Description, Transaction Amount where the SUM of transactions in a range of dates is >250k. The only way that I found was create a simple visual table with these columns and use the matrix with the filter [var]>250k and select the entities/accounts to show which transactions impacted in the range of time. 

 

I also tryed this mesure:

 

Transactions =
VAR TotalTransactions = SUM('Cash Activity'[Transaction])
RETURN
IF(
OR(
TotalTransactions > 250000,
TotalTransactions < -250000
),
'Cash Activity'[Transactions],
BLANK()
)

 

But this measure does not show the SUM of transactions outside the TotalTransactions range.

 

Appreciate any help that can be provided

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