Apply conditional formatting

  • 4 minutes

Conditional formatting

Now that we made a data model and added visuals, you now create a full report.

Let's get started. We begin where we left off at the end of Module 4 within the report you saved titled MyFirstPowerBIModel. If you're starting the lab from this module, or missed the last modules, start with the Lab 3 solution.pbix file located in the Reports folder of the student files.

  1. With the Matrix visual selected, navigate to the Values section in the Visualizations pane.

  2. Select the arrow to the right of % Growth.

  3. Select Conditional Formatting and then choose Background color. The Background color dialog box opens. This dialog provides options to format the report background color using either rules or diverging colors.

    Screenshot highlights the location of the Background color option from the Conditional formatting option extension for the % Growth value.

  4. In the Background color - % Growth dialog box, select the Add a middle color checkbox.

  5. Then, select OK.

    Screenshot highlights the selection of the 'Add a middle color' button within the dialog, and the location of the OK button.

    Note

    Conditional formatting can also be based on another column using the Color based on option from the drop-down menu.

    Note

    As a reminder if you see 0.00% for every value in the % of Growth column in the Matrix then you likely need to multi-select Australia and 2021, and drill-down to the Extreme catageory in the Matrix visual, like you did in Module 4.

    Make sure the report is filtered by VanArsdel, Ltd. using the Manufacturer slicer.

    Screenshot highlights the report filtered to VanArsdel using the Manufacturer slicer visual.

  6. Select the down arrow in the header of the Sum of Revenue by Country visual to turn on the drill down mode (this could also be located at the bottom of the visual based on how you placed the visual within the canvas).

    Screenshot highlights the selection of the drill-down arrow button for the Sum of Revenue by Country visual.

  7. Within the visual, select the Australia column to drill down to the State level.

  8. Disable drill down mode on the Revenue by Country and State visual.

  9. Make sure you still have the year 2021 selected in the Sum of Revenue by Year visual. If you don't, hold down the Ctrl key on your keyboard and select the 2021 column.

    Screenshot highlights the disablement of the drill-down button and the selection of the year 2021 column.

    At this point, your canvas and visuals should look like the figure here. You can resize and move visuals as you need.

    Screenshot displays the current canvas and visuals.

  10. Select the Manufacturer slicer visual in the canvas.

  11. In the Visualizations pane, switch to the Format visual tab.

  12. Expand the Slicer settings section, then expand the Options section.

  13. From the Style drop-down, select Tile. Notice that the Manufacturer slicer visual changes to a tile style. You might need to resize your visual so that you can view all the Manufacturers at once within the list.

    Screenshot highlights the selection of the Tile option for the Slicer Setting Style.

    Note

    There are other options that can optionally be changed here to modify the outline color, weight, and more. There is an option to enable the Select All option in the visual. There is also an option to make the slicer multi-select. Feel free to explore other formatting options.

  14. Select VanArsdel, Ltd. in the Slicer visual.

    Screenshot highlights the selection of the VanArsdel option within the slicer visual.

Now that we applied some conditional formatting and extended the Slicer visual to have clickable tiles, we'll work towards refining the report further in the next unit.