The feature of Conditional formatting through Category Values is an extremely useful feature and is required when we want to highlight values based only on the category values and not on the numeric values. This is very useful especially when dealing with certain types of datasets which require this type of formatting.
Say for example, we have a sales report showing the Order ID, Customer Name, Sales Amount and Delivery Status. As a Product Manager you would like to know how many customers have received their products, and how many haven’t.
Something like this for e.g.:
When we use Conditional formatting through Category Values, we can highlight the customers who have received their products and customers who have not received their products. To accomplish this in Power BI, we can first create a calculated column, and then use Switch function in DAX:
In Inforiver we can use Conditional formatting through Category Values in our matrix or table without the need for any kind of DAX formula or special function.
Let us illustrate this with an example:
1. In Home tab we select the Conditional Formatting tab, and under that dropdown we will select Create Rule option:
2. Next in the pop-up window on the right under the Apply to dropdown we will select Rows:
3. Similarly, we will select Rules (If Conditions) under the Format by dropdown:
4. Finally, we can select the required text values to create our If condition. In this case we will choose Delivery Status as our If statement and Delivered as our requisite condition. Also change the color formatting to Green:
5. Finally, we select Apply to view our Formatting:
6. We can even similarly create a second Rule for products Not Delivered:
And when we click on Apply:
We can even apply this formatting to only the text values under the Row Headers. Simply select Row Headers under Apply to in both the Rules and select Apply:
We can even apply the same process for only the numeric values by selecting Sales Amount under Apply to for both Rules:
