How to conditional format a KPI in Power BI
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What is Conditional Formatting in Power BI?
Conditional formatting in Power BI is a powerful feature that allows you to visually enhance and customize the appearance of your data based on certain conditions or rules1. It lets you apply different styles, colors and formats to your data to make it stand out and convey important insights more effectively.
Building the Conditional Formatted KPI
We will be making this KPI:
We will be conditional formatting the YoY Profit KPI, if the percentage is positive then the background will be green if its negative then red. To make YoY KPI refer this article, it’s short and easy.
1.DAX for Conditional Formatting:
Now we want the YoY Profit to Green or Red colour depending on the YoY Profit value for which we will use a DAX:
Profit Colour = IF([YoY Profit]>0,”Green”,”Red”)
Its simple, IF YoY Profit>0 then Profit Colour = Green and if IF YoY Profit<0 then Profit Colour = Red.
Select YoY Profit and in Visualizations head to Format visual then to General expand Effects then turn on Background and in Color press fx.
In Format style choose Rules and in field select Profit Colour. Now in Rules type Green in the same way as you wrote in the IF function of the Profit Colour following the if values is portion and choose green colour(Hex Code #149B26) then add another rule by pressing +New rule and type Red following the if values is portion and again in the same way as in IF function then just choose red colour(Hex Code #A1343C).
With this we are done, similarly you can conditional format other elements in Power BI too.
To create MoM KPI refer to this link.
To create PMTD Sales KPI refer to this link.
To create MTD Sales KPI refer to this link.
To create PYTD Sales KPI refer to this link.
To create a multi conditioned SWITCH function refer to this link.
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