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Conditional Formatting of Measure Names/Measure Values

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A common request in the forums is to be able to apply conditional formatting of Measure Names/Values, in other words something that approaches what MS Excel can do. Users have come up with various workarounds, including:

 

 

One thought is to have fields available in the Edit Calculation dialog that is something like "[Rowname]" or "[Columnname]" that would refer to whatever measure or dimension is at the lowest level (including a specific measure name/value), and then allow users to create calculations on that, the results of which could then be used on the Color, Shape, etc. shelves.

 

Here are a couple of examples, given measures [Profit], [Sales], [Units] with dimensions [Product Type], [Product], and [State]:

 

One calculated field could be IF [State] = "New York" and [Columnname] = "Units" THEN "Empire State" ELSE "Other" END

Another could be IF SUM([Sales])/SUM([Profit]) > 0.25 AND [Columname] = Profit" THEN "Meets Margin" ELSE "Below Margin" END

 

In this example, it would be up to the user to figure out which calculations have priority and appropriately write them.

 

Jonathan

 

[updated 3/15/12 to add the link to the conditional formatting workbook]

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