Often times we would like to apply conditional formatting to specific levels in a hierarchy.
Such a feature would greatly help us in segregating data in an appropriate manner.
Let us take a look at a Power BI Matrix which features Gross Sales by Country, Segment and Product type:
We would like to conditionally format Segment to be āGreenā whenever any one of the products in the Segment records over 2.5 million dollars in Gross Sales.
While we can do this in Power BI, an issue arises when we collapse the hierarchy. The entire Country wise Segments are formatted as āGreenā since the Grand Total revenue is also well over 2.5 million dollars.
In Inforiver we can accomplish this through a very simple process.
Let us illustrate this with an example:
1. First, we will insert a new measure which will show us the Hierarchy level of each row. This column can be named Level. (Note: that you can use the keyword LEVEL in the formula to identify & display the level of each row):
When you click on Create, Inforiver populates the Level column.
2. In the toolbar, select Conditional Formatting -> Create Rule option:
3. In the property pane that appears, select Rules (If Conditions) for the Format by property. This tells Inforiver to create a rule-based conditional formatting to the field āGross Salesā (also shown in the pane):
(Note: that the Row hierarchy levels is set to Values only. This means the format will not apply to subtotals & totals)
4. Once the Format by property is set to Rules (If Conditions), a rule editor appears below. Set up the rule for Gross Sales >2.5 million as shown below.:
5. We want this to apply only to specific levels in the hierarchy. To achieve this, we need to add another condition. Click on +Add Condition:
6. Key in the second condition as show below and click on Apply:
7. You can now hide the Level column by accessing the Manage Columns dropdown.:
You can create apply several types of conditional formatting to specific levels as shown below.
a. Background highlight:
b. Icons:
c. Segmentation
