Question

How do I add dynamic conditional formatting to a matrix table based on multiple conditions?
I want to apply conditional formatting to a matrix table where cell colors change based on multiple conditions, such as target achievement, trend direction, or category-based rules. How can I achieve this using DAX measures or Power BI’s conditional formatting options to ensure dynamic updates based on user selections?

Answer 1

To apply dynamic conditional formatting in a Power BI matrix table based on multiple conditions, follow these steps:

1. Create a DAX Measure for Conditional Logic

Define a measure that evaluates multiple conditions, such as target achievement and trend direction:

FormatColor =  
VAR SalesValue = SELECTEDVALUE(Sales[Amount])  
VAR Target = SELECTEDVALUE(Sales[Target])  
VAR Trend = SELECTEDVALUE(Sales[Trend])  

RETURN  
SWITCH(  
    TRUE(),  
    SalesValue >= Target && Trend = "Up", "#008000",  -- Green for above target & positive trend  
    SalesValue < Target && Trend = "Down", "#FF0000",  -- Red for below target & negative trend  
    SalesValue < Target && Trend = "Up", "#FFA500",  -- Orange for below target but improving  
    "#FFFFFF"  -- Default White  
)

2. Implement Conditional Formatting Using DAX Measure

Select Matrix visual → Open Format pane → Conditional Formatting

Select the field to be formatted (e.g., Sales Amount)

Format style - Field value

Format using Measure FormatColor

3. Dynamic Update Based on User Selections

If the slicers or filters affect the conditions, the measure will recalculate dynamically

For further flexibility, add ALL SELECTED () in the measure.