Different conditional formatting for revenues and expenses

[fazikp2]

Hi there,

I have financial dashboard showing income statement with revenues (as positive numbers) and expenses (as negative numbers). Then I have comparison of YTD actuals vs budget and vs LY. I am using matrix visual.

I want to show to the users positive deviations as green and negative deviations as red. However in case of revenues increase is good = green, while for expenses increase is bad = red.

Example

revenues 15 vs 10 => change = +50% (shoul be green)

expenses -15 vs -10 => change = +50% (should be red)

Any advice on the best way to do this?

Thanks,

P

[parry2k]

@fazikp2 you can use rule based conditional formatting for both the fields and decided whatever color you want. Here is the post to rule based conditional formatting.

[fazikp2]

@parry2k 

Thanks, however I am not sure, if I can achieve what's needed with what you are suggesting.

Could you give an example how to achieve result similar to this?

[Dellis81]

I'm searching for same solution. But, have a suspicion we will have to have a way to compare back against ledger type.

[parry2k]

@fazikp2 can you share sample pbix file and I can get you the solution. You can share using onedrive/google drive

[fazikp2]

@parry2k: Attached is link to the dummy file. I have provided also screenshot with the desired outcome.

Thanks.

Dummy Pbix file:

https://drive.google.com/file/d/1yJFiO5EGv6basCNOKlcfJZHPdaAswzeI/view?usp=sharing

Desired outcome:

- desired conditional formatting is show below in "vs LY(%)" column, to sum it up:

- increase in revenue type line should be highlighted green / decrease in revenue line should be highlighted red

- increase in expense type line should be highlighted red / decrease in expense line should be highlighted green

[parry2k · Accepted solution]

@fazikp2 solution with idea is attached, you can tweak it as per your need

basically created a calculated column to identify line item if it is income or expense 

added a measure called Highlight to put color condition.

used conditional formatting using above measure 

[fazikp2]

@parry2k Thanks a lot. That was exactly what I was after. Appreciate your help!