custom formatting
5 TopicsCustom Funnel with Category Splits?
Hi all, I am trying to build a custom funnel chart that looks something like this: I have two general questions, and then I will get into the nitty gritty of what I've built so far: 1. Is there a way to split each funnel level into categories like this? 2. Is there a way to show the step by step conversion rates without the user having to hover over the level? Into my data: Each of my definitions for sales funnel stages exists in a different table, so I created a measure for each with the filters necessary to get the right quantities. I then built a date bridge table so I can use one slicer on all the dates I need (traffic date, lead created date, etc). Within my Traffic table, I have a column called "Default channel grouping" that defines all of the categories I want my funnel to be split into. In my other 3 tables, however, there is a column called "referral source" with urls that I will have to manually group and categorize as social, paid, etc. to match the default channel grouping from the Traffic table. Once I create channel groups with the "referral source" column in my 3 tables, how would I go about creating a bridge table so that I can use one slicer on the entire funnel for "Default channel grouping"? And how would I create the splits on each funnel level by those categories? This is what my DAX looks like for each sales level. It is pretty much the same for each, with different filters and table names depending on how we define the level. My Traffic table does not have a relationship to any of the other tables as we do not have a way to attribute traffic to leads until they enter our sales funnel (e.g. give us contact info), so the Traffic table has a many to one relationship with the Date Table I created. Each of the other 3 tables also has an inactive relationship to the Date Table by created date that I activate with my measures (USERELATIONSHIP). The other 3 tables (Lead, Opportunity, Account) have a one to one relationship on "Id". I hope that helps explain my data structure but happy to help explain in further detail. Thank you in advance for any help!2.1KViews0likes1CommentCustom Icons within Dax Measure returning Text.
Hi, I am working on a report for accessing information about uploaded documents (via MS Forms). I created a measure, that depending on the row level, will either give us the name of the file with a conditional icon (they are added to the json theme) that reflects that file's extension, or a Sharepoint Icon, and a count of different files + Count of file types. This is the measure: Document Title* = VAR _List = CALCULATE(CONCATENATEX(DISTINCT('fact_OfficeForms Table'[Extension]), 'fact_OfficeForms Table'[Extension],", ")) VAR _FileTypeCount = DISTINCTCOUNTNOBLANK('fact_OfficeForms Table'[Extension]) VAR _Result = IF( HASONEVALUE('fact_OfficeForms Table'[ID]), SELECTEDVALUE('fact_OfficeForms Table'[Document Title]), IF( COUNT('fact_OfficeForms Table'[ID])=0, BLANK(), DISTINCTCOUNTNOBLANK('fact_OfficeForms Table'[ID])&" documents uploaded. "& _FileTypeCount& " file type(s) : " & _List ) ) RETURN _Result In the case where there are multiple files in the row level context, instead of simply listing the file type extensions I would like to list the icons, like this: But I don't know if it is possible to use Icons that way, in text (not in conditional formatting). Any help would be much appreciated! Best regards, Mike.2KViews1like3CommentsCustomizing tool tip for table value
Hello! Upon reading the forum and watching many tutorial videos, I haven't seen any examples for tool tips related to table filtering. I would like to hover over a table value, and have a tool tip to display information tied to that specific value. Currently, I have a tool tip page, tool tips turned on for the page and tool tip table but when I hover over the value on my main page, it shows the entire tool tip page rather than filtering the table based on what value I am hovering over. Given the example below, if I hover over '1', I'd like for the tool tip to only display '1''s from column 1 and the corresponding column 2 values. Main page Column 1 1 2 3 4 Tool tip page Column 1 Column 2 1 89 1 93 1 46 1 57 2 65 2 89 3 93 3 46 4 57 4 65 Desired outcome Tool Tip Page Column 2 1 89 1 93 1 46 1 57Solved3.8KViews0likes6CommentsAdd conditional formatting or action customization for column headers in matrix and table visuals
I would like to suggest adding the option to conditional format column headers in matrix and table visuals as hyperlinks to enable quickly navigating to a web URL or a page within the report. For example, I have a report page that acts as a heat map with various columns show the health of each client (rows) in each of the various categories (columns). Subsequent pages in the report provide more detailed metrics and information for each of the corresponding columns on the heat map. I want to make it so the user can click the heat map column header and be redirected to the corresponding details page in the report. This is one of many instances where being able to conditional format a column header with an action or hyperlink would be helpful. For the above example, I do have a workaround in place, using "invivisible" action buttons, however these do not move with the headers in the event we need to scroll to the left or right in the matrix or table visual so I am limited to only showing the number of columns that can fit in the view without scrolling left to right.1.3KViews2likes0CommentsCustom Number Formatting in Power BI Report Builder
Hi Team, I am really frustrated and struggling to make one of the CHILD group numbers to be formatted as % while the rest of all should be in CURRENCY [$]. Here is the example where I am trying to format my last ROW where the row label is "Pct Difference" and the rest of the label rows should be formated as CURRENCY. So far I have tried multiple Expressions but unable to get the desired results. Few of the expressions I have tried till now; 1. =IIF(Fields!Child2.Value = "Pct Difference", FormatPercent(Fields!asset_curr.Value, "Dataset1",0), "Default") 2. =IIF(Fields!Child2.Value = "Pct Difference", FormatPercent(Fields!asset_curr.Value, "Dataset1"), '$'#,0.00;('$'#,0.00)) 3. =IIF(Fields!Child2.Value = "Pct Difference", Format(Fields!asset_curr.Value, 0.00%), Format(Fields!asset_curr.Value,'$'#,0.00;('$'#,0.00))) 4. =IIF(Fields!Child2.Value = "Pct Difference", Format(Fields!asset_curr.Value,"P1"),"") This is the expected output I am trying to achieve. Please help Thanks, Ram2.1KViews0likes2Comments