Conditional formatting in tables in Power BI - Real Business Scenario

Scenario Mode

👤 Your Role: You are a sales analyst at a retail company.

📋 Request: Your manager wants a sales report table that highlights high and low sales values to quickly identify performance.

📊 Data: You have monthly sales data for different products including Product Name, Month, and Sales Amount.

🎯 Deliverable: Create a Power BI table visual with conditional formatting that colors sales amounts green for high sales (above 1000) and red for low sales (below 500).

Sample Data

Product Name	Month	Sales Amount
Widget A	January	1200
Widget B	January	450
Widget C	January	800
Widget A	February	1100
Widget B	February	300
Widget C	February	950
Widget A	March	1300
Widget B	March	600
Widget C	March	400

1

Step 1: Load the sales data into Power BI by importing the table with Product Name, Month, and Sales Amount columns.

Expected Result

Data table with 9 rows loaded into Power BI.

2

Step 2: Create a table visual in Power BI and add Product Name, Month, and Sales Amount fields to it.

Expected Result

Table visual showing all sales data rows.

3

Step 3: Apply conditional formatting to the Sales Amount column: Go to the Sales Amount field in the visual, select Conditional formatting > Background color.

Set rules: If Sales Amount is greater than 1000, color green; if less than 500, color red; else no color.

Expected Result

Sales Amount cells above 1000 are green, below 500 are red, others have no background color.

4

Step 4: Verify the conditional formatting by checking the colors in the table for each sales amount.

Expected Result

Widget A sales for January, February, March are green; Widget B sales for January and February are red; Widget C sales for March is red.

Final Result

Product Name | Month   | Sales Amount
------------------------------------
Widget A     | January | 1200  (green)
Widget B     | January | 450   (red)
Widget C     | January | 800
Widget A     | February| 1100  (green)
Widget B     | February| 300   (red)
Widget C     | February| 950
Widget A     | March   | 1300  (green)
Widget B     | March   | 600
Widget C     | March   | 400   (red)

✓Sales amounts above 1000 are highlighted green to show strong performance.

✓Sales amounts below 500 are highlighted red to indicate low sales needing attention.

✓This visual helps quickly spot which products and months performed well or poorly.

Bonus Challenge

Add data bars to the Sales Amount column to visually represent sales volume alongside the color formatting.

Show Hint

Use Conditional formatting > Data bars on the Sales Amount field and adjust colors to complement the existing background colors.