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CAVCX
Frequent Visitor

Show MoM +/- using color in a Matrix

Hello,

 

I have a Matrix in which I have a list of customers in rows, and their consumed volume over the last 3 months in 3 columns.

I want to

a. Background fill the cell in the second and third month, in RED or GREEN depending upon whether the value is lesser or greater than its previous months value.

b. filter only those rows that show a continuous downward trend.

 

I was able to put data bars, but they dont allow quick visual of increase/decrease and I can't figure out the filtering.

 

Not very familiar with DAX/Measures etc. I'm just trying to put my small business data on powerbi for starting some decent MIS.

 

Thanks.

1 ACCEPTED SOLUTION
amitchandak
Super User
Super User

@CAVCX , With help from Date table and time intelligence create meausres like

 

MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD('Date'[Date]))
last MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(dateadd('Date'[Date],-1,MONTH)))

diff = [MTD Sales]-[last MTD Sales]
diff % = divide([MTD Sales]-[last MTD Sales],[last MTD Sales])

 

then create a color Meausre and use that in conditional formatting using field value 

 

Color = Switch( true() ,

not(isblank(Last MTD sales])) && diff % >= 0, "Green",

not(isblank(Last MTD sales])) && diff % < 0, "Red",

"White")

 

How to do conditional formatting by measure and apply it on pie?: https://youtu.be/RqBb5eBf_I4

 

Power BI — Month on Month with or Without Time Intelligence
https://medium.com/@amitchandak.1978/power-bi-mtd-questions-time-intelligence-3-5-64b0b4a4090e
https://www.youtube.com/watch?v=6LUBbvcxtKA

View solution in original post

1 REPLY 1
amitchandak
Super User
Super User

@CAVCX , With help from Date table and time intelligence create meausres like

 

MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD('Date'[Date]))
last MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(dateadd('Date'[Date],-1,MONTH)))

diff = [MTD Sales]-[last MTD Sales]
diff % = divide([MTD Sales]-[last MTD Sales],[last MTD Sales])

 

then create a color Meausre and use that in conditional formatting using field value 

 

Color = Switch( true() ,

not(isblank(Last MTD sales])) && diff % >= 0, "Green",

not(isblank(Last MTD sales])) && diff % < 0, "Red",

"White")

 

How to do conditional formatting by measure and apply it on pie?: https://youtu.be/RqBb5eBf_I4

 

Power BI — Month on Month with or Without Time Intelligence
https://medium.com/@amitchandak.1978/power-bi-mtd-questions-time-intelligence-3-5-64b0b4a4090e
https://www.youtube.com/watch?v=6LUBbvcxtKA

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