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Anonymous's avatar
Anonymous
Not applicable
7 years ago
Solved

dynamic conditinal formatting based on mtrix condition

Hi there, When you have a martix with Actuals and Budget columns the precentages and color coding make sense when the matrix colapsed but when you expand the matrix it dosen't make sense to have col...
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  • Anonymous's avatar
    Anonymous
    7 years ago

    Hi there,

     

    This one works and I did conditional formatting based on that

     

    Formatting =
    VAR Percentage = [Actual Vs Budget]
    VAR CheckExpand =  Not(HASONEVALUE(GLedger[Month Name])) ||
        Not(HASONEVALUE(GLedger[GL_ACCT_TYPE])) || NOT(HASONEVALUE(GLedger[DD]))
    RETURN
    If(CheckExpand = TRUE(),
       Percentage,0)
    Thanks
    Oded Dror
  • MFelix's avatar
    MFelix
    7 years ago

    Hi Anonymous ,

     

    Glad I could give some pointers to get the solution don't forget to mark your result as the answer for this post to help others.

     

    Regards,

    MFelix

MFelix's avatar
MFelix
Super User
7 years ago

Hi Anonymous ,

 

You can use a SWITCH function that evaluates an expression against a list of values and returns one of multiple possible result expressions.

 

Formatting =
VAR Percentage =
    ( SUM ( 'Table'[Value] ) / SUM ( 'Table'[Target] ) ) - 1
VAR CheckExpand =
    NOT ( HASONEVALUE ( 'Table'[SubCat] ) )
RETURN
    SWITCH (
        TRUE ();
        CheckExpand
            && Percentage < 0,1; "Yellow";
        CheckExpand
            && Percentage > 0,1; "Red"
    )

You can change the Percentage formula by the one you think is more suitable to your calculations.

 

Regards,

MFelix

Anonymous's avatar
Anonymous
Not applicable
7 years ago

Hi there,

this is my calculation - no error there but when I put this measure in my marrix I'm getting this error (see below)

Formatting =
VAR Percentage =
   Divide(((Sum('ActualVsBudget'[Activity_YTD]) - Sum(ActualVsBudget[BUD_YTD]))) , Sum(ActualVsBudget[BUD_YTD]) )
VAR CheckExpand =
    NOT ( HASONEVALUE ( 'GLedger'[Account]) )
RETURN
    SWITCH (
        TRUE(),
        CheckExpand
            && Percentage < 0,0.1, "Yellow",
        CheckExpand
            && Percentage > 0,0.1, "Red"
    )
 

Error Message:
MdxScript(Model) (34, 31) Calculation error in measure 'GLedger'[Formatting]:
Function 'SWITCH' does not support comparing values of type True/False with values of type Number.
Consider using the VALUE or FORMAT function to convert one of the values.
 
Thanks,
Oded Dror
  • Anonymous's avatar
    Anonymous
    Not applicable
    7 years ago

    Hi there,

     

    I modify the measure and got it to work but it still showing flags when th ematrix is expandad 

     

    Formatting =
    VAR Percentage = [Actual Vs Budget]
    VAR CheckExpand =
        NOT ( HASONEVALUE ( 'GLedger'[DD]) )
    RETURN
        SWITCH (
            TRUE(),
            CheckExpand
                && Percentage >= 0.0 && Percentage <= 0.10, UNICHAR(128077),
            CheckExpand
                && Percentage > 0.10 && Percentage < 1.0,  UNICHAR(128681)
        )
    Thanks,
    Oded Dror
    • MFelix's avatar
      MFelix
      Super User
      7 years ago

      Hi Anonymous ,

       

      Is the 'GLedger'[DD] the lowest level of your matrix? is it the last level when you expand your matrix?

       

      Can you share a sample file?

       

      Regards,

      MFelix

      • Anonymous's avatar
        Anonymous
        Not applicable
        7 years ago

        Yes, but it dosen't seems working correctly.

        I do have multiple column in the header that drill down and the measure hiding some of the values based on that.

        I realize that we can't do conditional formatting on sub total or total without including the detail rows.

        I gave up (Iv'e tried all the column in the matrix one by one and it desen't produce the expected results - maybe Microsoft will address that issue - conditional formatting is different between table and matrix)

        You don't have to spend time on this issue - you can close it - you see we can't even close an issue without mark it as solution 

        Thank you 

        Oded Dror