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helalmob Frequent Visitor
Frequent Visitor

Compare total services of current week with same period last year

I want to create a so called HeatMap, KPI visual, or conditional formatting based on few criteria. I have tried using many of the custom visuals and one conditional formatting but none came close to what was developed in Tableau. Here is an Excel file
https://drive.google.com/file/d/1ETKndS-2WeboNzhYgh0m6sGB1FdTuNiY/view?usp=sharing

 

this includes the following:

  1. Sample Data: This tab includes raw data for one Unit (Unit ID=1260) for week1 and week2 of October 2016 and 2017
  2. Summary & Desired Output: This table includes a simple Pivot of the sample data. It also includes a snapshot of Tableau report (desired outcome) followed by KPI definitions and rules. I tried to explain everything in this tab.

 

I appreciate any help/guidance.

 

Thank You,

Helal

6 REPLIES 6
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helalmob Frequent Visitor
Frequent Visitor

HeatMap Visuals

I need help to convert a Tableau dashboard to Power BI with exact look and feel. I have tried most of the custom visuals and conditional formatting with no avail so far. Here is an Excel file

https://drive.google.com/open?id=1ETKndS-2WeboNzhYgh0m6sGB1FdTuNiY

 that includes:

  1. Sample Data: This tab includes raw data for one Unit (Unit ID=1260) for week1 and week2 of October 2016 and 2017
  2. Summary & Desired Output: This table includes a simple Pivot of the sample data. It also includes a snapshot of Tableau report (desired outcome) followed by KPI definitions and rules. I tried to explain everything in this tab. 

I appreciate any help/guidance.

 

Thank You,

Super User
Super User

Re: Compare total services of current week with same period last year

So, that seems like a straight-up Matrix visualization with Month and Week in Columns, nothing in rows and your 2 measures in Values. Then just conditional format your 2 measures.


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helalmob Frequent Visitor
Frequent Visitor

Re: Compare total services of current week with same period last year

Thank you Greg. I will try that and post the result.

helalm Frequent Visitor
Frequent Visitor

Re: Compare total services of current week with same period last year

Greg,

Looks like Condiotnal formaating (CF) is only on one measure. I need to do CF on two measures this year vs last year. Conditons are if this year services < last year then Red other wise Green. I can't find CF on two or more measures.  I created a KPI of -1 (first condition) and 1 second condition. But I need to show the visualization as in Tableau .Any ideas?

 

Thank you,

 

Helal

helalmob Frequent Visitor
Frequent Visitor

Re: Compare total services of current week with same period last year

Greg,

I started on Matrix visual yesterday and tried conditional formatting (CF). So far, I can see that CF only applies to one measure at the time, correct? another words, I can't say in CF that if this year services (Actual) < Last Year services (Budget) then Red other wise Green. As I did some research, this is a feature that Microsoft Power BI developer team are currently working on . Alternatively, I can create a KPI set with the above logic and then do CF. This will work except that it’s not the same as is presented in Tableau where It shows Both Actual and Budget and then applies the color where appropriate. I am sure there should be a work around util CF on multiple measures be available in future updates.

Super User
Super User

Re: Compare total services of current week with same period last year

Check out this nifty use of UNICHAR characters here:

 

https://community.powerbi.com/t5/Community-Blog/Power-BI-Desktop-Custom-Aggregations-Formatting-and-...

 

 


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