A summary of the new features of Power BI Desktop introduced in November 2017
Part three of a five-part series of blogs

There's not too much to whet the appetite here: most of the changes are extensions to existing features, such as conditional formatting and column-by-example.

  1. Power BI Desktop - November 2017 Update Highlights
  2. Adding Columns from Examples - Further Improvements
  3. Rules-based conditional formatting for tables and matrices (this blog)
  4. Controlling Table and Matrix Cell Alignment
  5. Locking objects to prevent moving/resizing them

For a cumulative list of all of the updates to Power BI Desktop in the last few months, see this blog.  Our two-day Power BI Desktop course always uses the latest version of the software.

Posted by Andy Brown on 15 November 2017

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Rules-based conditional formatting for tables and matrices

It seems that Power BI Desktop is going the way of Excel, and getting ever more complicated conditional formatting.  For example, you can now create effects like this:

Colour scaling

Here sales up to £1000 are in light blue; sales between £1000 and £5000 are in normal blue; and sales of more than £5000 are in dark blue.

 

To set rules for conditional formats like this, first invoke conditional formatting as usual:

Invoking conditional formatting

One way to start conditional formatting is through the field well (right-click on the field whose foreground or background colour you want to set).

Now tick the small but important Color by rules checkbox:

Color by rules

Tick this box to set formatting rules.

It's now pretty obvious how to proceed (keep clicking the Add button to add more rules, and set thresholds for each):

Accumulating rules

Here we've set 3 rules.

Power BI Desktop will apply rules in the order specified.  For this example, this means that any number between 0 and 1000 will satisfy the first condition, meaning that the other two conditions will never be tested.

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