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microsoft / powerbi-desktop-samples

Power BI Desktop sample files for the monthly release. Here you can find the PBIX files used in the monthly release videos.
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How to set conditional marker colors in line charts? #94

Open Yang-Shang opened 3 months ago

Yang-Shang commented 3 months ago

I'm learning the Power BI sample report - Regional Sales Sample. In the Win/Loss Ratio Overview page, there is a line chart "Closing Percentage by Month". In this line chart, the markers have different colors based on the Close%. When clicking somewhere else to narrow the dataset, the marker's color also changes accordingly. Can you give me some guidance on how to set conditional marker colors? Thank you!

line_chart_with_conditional_marker_color
mattantaliss commented 3 months ago

It's poor implementation from Microsoft, but the trick here is to first change that visual to a 'Clustered column chart'. Then, you can set the 'Color' of the 'Columns' (in the Visual settings) via the 'fx' icon. In there, you can specify a gradient, color by rules, or color by a field value. Once you have your colors set as desired, change the visual back to a 'Line chart'.

Here's an old (~5 years ago) YouTube video that shows off the idea: https://www.youtube.com/watch?v=A4iG8S4EpHs

Why it requires that clunky work-around (and why that work-around should even work in the first place) and is not a thing that is possible directly through the 'Line chart' settings is one of many Microsoft/Power BI decisions that is beyond me.