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Master DAX for Icon Conditional Formatting
Power BI
May 3, 2024 11:00 PM

Master DAX for Icon Conditional Formatting

by HubSite 365 about Wyn Hopkins [MVP]

Microsoft MVP | Author | Speaker | Power BI & Excel Developer & Instructor | Power Query & XLOOKUP | Purpose: Making life easier for people & improving the quality of information for decision makers

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Master DAX: Transform P&L Reports with Conditional Formatting Icons & More!

Key insights


  • Utilizing DAX for Conditional Formatting Icons offers two valuable lessons on managing positive/negative variances in P&L reporting.
  • References to a previous video and Reza Rad's post serve to enhance understanding of DAX-based conditional formatting, offering viewers additional resources for learning.
  • The Access Analytic team is highlighted for their expertise in developing Power BI and Excel solutions globally, emphasizing their role in professional training.
  • The author's book, "Power BI for the Excel Analyst," is mentioned, showcasing their authority and knowledge in the field.
  • Social media connections are encouraged, although specific links are removed to maintain focus on the core content.

Power of DAX in Business Intelligence

The Data Analysis Expressions (DAX) language is evolving as a seminal tool in the realm of Business Intelligence (BI), particularly for those who venture into the world of Power BI and Excel. This powerful taxonomy not only simplifies complex calculations but also enables advanced data analysis and manipulation, enhancing one's reporting capabilities significantly. DAX’s role in conditional formatting has opened new avenues for data visualization enthusiasts and analysts.

Integrating DAX into your BI toolkit can transform the mundane data into insightful visuals, where variances pop-out through conditional formatting icons, making P&L reports more intuitive and actionable. This aspect of BI is vital for professionals who need to convey financial performance effectively, especially in the context of quickly identifying trends and anomalies.

In modern data analysis, using DAX for conditional formatting in Power BI presents innovative possibilities. Wyn Hopkins introduces two resonating concepts through a practical tutorial. This guide enhances reporting, particularly in profit and loss scenarios, by employing icons to depict positive or negative variances.

The tutorial further enriches understanding by referencing Hopkins' previous work on applying DAX for background color alterations. Alongside, it acknowledges the contributions of Reza Rad's 2021 post on icon names for conditional formatting. Such resources underscore the collaborative nature of the Power BI community, fostering a rich learning environment.

Behind these educational resources stands the Access Analytic team, known for crafting bespoke Power BI and Excel solutions and delivering premier training worldwide. Hopkins, a seasoned professional and author of "Power BI for the Excel Analyst," showcases his expertise and invites engagement through various platforms. This tutorial not only broadens the technical repertoire of analysts but also fosters a community of continuous learning.

  • Introduction to DAX in conditional formatting.
  • Comprehensive guide with practical examples.
  • Enhancing profit and loss reporting through visual indicators.
  • Important references and contributions from the Power BI community.
  • Access Analytic: A bastion for Power BI and Excel solutions.
  • A call for community engagement and continuous learning.
Power BI

People also ask

How do you conditional format icon sets with formula?

To utilize conditional formatting with icon sets, navigate to Conditional Formatting > Icon Sets > More Rules within your document. In the dialog box that appears, dubbed 'New Formatting Rule', choose your desired icon set. Subsequently, from the 'Type' dropdown menu, you have the option to select Percentage, Number, or Formula. After making your selection, input the necessary values into the provided 'Value' boxes, and confirm your settings by clicking 'OK'.

How to do conditional formatting in Dax?

For implementing conditional formatting in DAX, initiate by selecting the arrow affiliated with your field within the visualizations panel. Proceed to select 'conditional formatting' and specify the element you wish to format. In this scenario, the background color was the chosen aspect for formatting.

How do I add an icon in Dax?

When incorporating icons within DAX, it is noted that these icons are not adhered to rules. The integration process involves navigating to a specific setting area and making the appropriate selections.

What are examples of conditional formatting tools?

To apply conditional formatting to your data, a variety of preset rules are at your disposal, including but not limited to Color Scales, Data Bars, and Icon Sets. Additionally, there is the capability to establish custom rules, allowing you to intricately define the criteria for when and how your selected cells will be accentuated.



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