Conditional Formatting allows users to highlight values using colours, bar, icons and scales. Using Conditional Formatting adds the touch of professionalism to reports. Over in Excel, Conditional Formatting is located in the Styles group of the Home tab. However, in Power BI, it is located Format.
In this exercise, we have a report that we wants to add Icon Sets New Rule Conditional Formatting which is Product Name by Total Revenue. See below
In the Table visualization report above, we wants to add the default Conditional Formatting to the Total Revenue. To do that:
- Select the visualization
- Under Format, select Conditional Formatting
- From the dropdown, select Total Rev
- Turn on the Icon
Note that when the Icon is turned on, the default Icon Sets automatically gets applied to the Report as seen below
However, if values is greater than or equals to 20 Percent and is less than or equals to 100, we wants to return Green Icon. Furthermore, if values is greater than or equals to 10 Percent and is less than or equals to 20, we wants to return Yellow Icon. Finally, if values is greater than or equals to 0 Percent and is less than or equals to 10, we wants to return Red Icon. To do this:
- Click on the Advanced Controls under Icons. See below
The dialogue box below displays
To set the rules as specified above:
- Execute the following: For the Red Icon, type 0 to 10
- For the Yellow Icon, type in 10 and 20 respectively
- For the Green Icon, type in 20 and 100 respectively. See below
- Finally click OK. The New Rules gets applied to the report as seen below
For in-depth Power BI training, kindly do us mail to abiola.david@exceljetconsult.com.ng or call 08035277416