How to include visual insight to information by applying conditional format to a table or matrix visualization in Microsoft Power BI


Hand indicate spreadsheet on the screen with pen. Image: Luca Lorenzelli/Adobe Stock Designers often utilize table and matrix visualizations when summing up numeric information because they’re effective. You see the real worths and grouping instead of bars and lines that may not make as much sense. Even then, depending upon grouping, users still might have a hard time to discover details that are important to them. Fortunately, you can add conditional format to both the table and matrix visualizations in Microsoft’s Power BI to make some data stick out, and the results are vibrant.

In this tutorial, I’ll show you how to add conditional format to table and matrix visualizations to make specific data stand out in Power BI. The procedure is easy, and the outcomes are helpful to the users.

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I’m utilizing Microsoft Power BI Desktop on a Windows 10 64-bit system. You can download the demonstration.pbix file, AdventureWorks Sales from GitHub. Once downloaded, double-click the.pbix submit to open it in Power BI and follow along or use a.pbix file of your own. If you desire a preview at the results, check out this demonstration file.

How to use conditional formatting to a table or matrix in Power BI

Power BI offers a valuable user interface for applying conditional formatting to a table or matrix visualization. Conditional formatting is dynamic, upgrading instantly as the information changes.

Figure A shows an easy matrix visualization that shows sales by product. It also has a drill hierarchy, that’s an outcome of a relationship in between the tables; Power BI produces this hierarchy automatically. When using this method to your own work, make certain to check for the proper relationships in between tables.

Figure A

The Conditional Formatting option circled in the Visualizations menu in Power BI. We’ll add conditional format

to this simple matrix visualization in Power BI. To produce this easy visualization, do the following: 1. Click the matrix visualization in the Visualizations pane. 2. Drag the Category field from the Product table to the Row pail. 3. Drag the Nation field from the Sales Area table to the Row pail, and position it listed below the Classification field. You might rearrange these two fields, depending upon your focus.

4. Drag the Sales Amount field from the Sales field to the Values pail.

We wish to see the lowest selling items by country. When grouping, Power BI will instantly sort the Sales Amount column, however that may not suffice. Particularly, we would like to know when sales drop listed below a particular benchmark. Once you know that info, you can make decisions. Maybe the company will stop offering those items in specific markets. Or possibly the company will put more energy into those markets.

Using conditional format to highlight low sales worths

Now, let’s apply a basic conditional format rule to the Sales Quantity field that will highlight values that are less than $100,000.

1. In the Visualizations pane, find the Worths bucket and click the Sales Amount dropdown.

2. Select Conditional Format from the resulting menu.

3. Select a Background Color from the next submenu (Figure B).

Figure B

Background color is highlighted from the Conditional formatting option in Power BI's Visualizations options. Pick Background Color from the conditional format options. In the resulting dialog, you can reveal your condition.

1. From the Format Design dropdown, choose Rules. Apply To defaults to Worths, which is what we want. 2. From the What Field Should We Base This On dropdown, select Sales Amount from the Sales table. Power BI displays the choice as Amount of Sales Quantity. 3. In the Guidelines area, the first two arguments are right as is. Change the third control to Number. This guideline will match all values that are greater than 0. That would match whatever, however it is the appropriate lower border.

4. To the right of the AND operator, select the

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