Weekly Workflow: Conditional Formatting in Power BI

Power BI visuals help to communicate important information in data, translating tables of individual numbers into interconnected and meaningful graphics. Conditional Formatting offers users the ability to apply colors to elements that are related to key values to aid in communication.

Users can experiment with applying a range of different colors to their visuals by applying a Gradient, Rule, or Field Value format to numerical data.

  • Gradient enables users to apply a gradient of 2-3 colors based on the values in a dataset.
  • Rule enables users to create a rule or set of mathematical rules (such as greater than, less than, or between) to customize formatting based on the values in a dataset
  • Field Value enables users apply formatting to the first or last value in a dataset

There are some conventions that users can draw on that stakeholders may already be familiar with. Establishing this ‘data : color’ language can make it easier to gain insight from a report and make well-informed decisions in less time. For example a Traffic Light color scheme, Green/Yellow/Red, is commonly used to imply that certain values are Positive, Neutral, or Negative. Power BI’s flexible user interface enables users to customize color schemes to align with their project’s brand or firm standards.

In Power BI, conditional formatting can be applied to tables, charts, and custom visuals, including the Tracer 2D and 3D visuals like the ones featured in the tutorial below. If you’re new to Tracer, you can download our free 15-day trial and try it with data from your Revit or IFC models.

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