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5 ways to supercharge your Power BI conditional formatting

by Inforiver | Sep 19, 2022 |

Conditional formatting in dashboards and reports are key to guide users’ attention to specific performance areas.

Compared to charts, tabular reports have higher information density which makes conditional formatting a lot more useful.

The Power BI table and matrix visuals provide conditional formatting that can be applied in the form of font color, background color, icons and data bars. Here are 5 additional ways in which you can supercharge conditional formatting in your Power BI reports using Inforiver and wow your users.

1. Deliver heatmap conditional formatting with auto-contrasting fonts

If you have tried out the conditional formatting for background colors in Power BI, you’ll know how the values get harder to read when the background is dark. Look at the example below, where Binders --> Q3 is quite hard to read.

Heatmap conditional formatting native Power BI

When you apply background conditional formatting in Inforiver, the font colors are automatically adjusted to be in contrast with their backgrounds. Check out the readability in this table below.

Heatmap conditional formatting Inforiver

What’s more – you can deliver this in Inforiver in just two clicks. Choose any column or cell and click on Conditional Formatting from the toolbar to set a sequential scale of your liking. You will also have options to use various other scale types.

Heatmap one click conditional formatting

A big benefit of the one-click setting is that you do not need to create rules from scratch. After you create a quick rule, you will have the option to customize it in a detailed manner if your report requires it.

2. Negative value formatting in a single click

Highlighting negative values in your report can be done in a single click.

Negative value formatting results

This is available as part of the Quick Rule option from the menu. Having a quick access to such formatting makes report development experience a breeze.

Negative value formatting

You can also change positive values to green by applying another formatting rule on the same measure.

3. Data Classification and ABC segmentation

Many times, it may become essential to categorize performance. A common technique used by enterprises to categorize inventory, vendors or materials is ABC analysis. Inforiver delivers this capability right out of the box.

ABC analysis segmentation Power BI

Here is how you can set up ABC classification.

ABC analysis segmentation conditional formatting menu

You can also have such classifications appear in a separate column if required. In the example below, we have used High/Medium/Low classification instead of A/B/C…

High Medium Low formatting Power BI

… and moved it to a separate column by indicating it in the property pane as shown below. The default range of values can be updated too if required.

Segmentation conditional formatting

Note that when it comes to classification scenarios, Inforiver automatically excludes totals & subtotals (as seen from the images above). The reason is that most measures follow a sum aggregation due to which subtotals are likely to fall in the higher performance bracket.

However, if you are using a measure like Margin %, you can include totals and subtotals in your conditional formatting rule. This is done as shown below.

Conditional formatting apply to subtotals totals

4. Icon-based formatting options

You can also deliver conditional formatting using icons in a few clicks. Here is an example where items that contribute the most to sales are highlighted.

Icon Conditional formatting

When you want to highlight how things have changed over time, a trend icon may be better. In the example below, we are adding trend icon to 2017 sales, based on another measure YoY Change %. The properties pane shows how to configure this.

Conditional formatting based on another measure field

Here is another example of a 1-5 rating scale icon. You can customize the number of icons (circles) that appear in your scale – this has been set to 5 in this case. You can also use star-based ratings as seen in ecommerce sites in the product feedback section.

Icon Conditional formatting circles

5. Conditional formatting based on a calculation

Let’s take a scenario where we want to highlight 2017 sales wherever it has exceeded 2016 sales by more than 10%. In another words, highlight when 2017 Sales > 2016 Sales * 110%.

How do we accomplish this in Power BI?

Inforiver gives you the ability to create custom conditional formatting rules without any coding or scripting. Our formatting requirement is captured as shown below.

Conditional formatting based on formula

You can also add several conditions by using the ‘Add Condition’ feature. For example, highlight items with Sales growth > 10%, and Margin > 25%.

Managing conditional formatting is easy with Inforiver

Finally, Inforiver provides you with an easy way to manage all the conditional formatting rules for the report from a single location. This is a much easier than tracking rules by each measure – as it is done in the native Power BI visuals.

Conditional formatting managing multiple rules

Interested to try out conditional formatting with Inforiver? Download a free & certified edition of Inforiver directly from Microsoft AppSource today.

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Inforiver is the fastest way to do everything in Power BI. It enables citizen developer productivity and unleashes true self-service with our intuitive and interactive no-code data app suite for Microsoft Power BI. The product is developed by Lumel Technologies Inc, who are #1 Power BI Visuals AppSource Partner serving over 3,000+ customers worldwide with their xViz, Inforiver, and ValQ offerings.
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