Forum Discussion
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
1 Reply
- lbendlinSuper User
Please provide sample data (with sensitive information removed) that covers your issue or question completely, in a usable format (not as a screenshot).
https://community.fabric.microsoft.com/t5/Community-Blog/How-to-provide-sample-data-in-the-Power-BI-Forum/ba-p/963216
Please show the expected outcome based on the sample data you provided.
https://community.fabric.microsoft.com/t5/Desktop/How-to-Get-Your-Question-Answered-Quickly/m-p/1447523