Forum Discussion
V0strox337
3 years agoNew Member
Card filtering from matrix
Hi there, I have a matrix which shows monthly cost, YTD cost, last year YTD cost, YTD budget etc. The cost data is pulled from the transactions table & budget info from the budget table. I have a...
Sahir_Maharaj
Super User
3 years agoHello V0strox337,
1. Create a DAX Measure for FY Budget by Category
FY Budget by Category =
CALCULATE(
SUM(BudgetTable[BudgetAmount]),
FILTER(BudgetTable, BudgetTable[Category] = SELECTEDVALUE(Matrix[Category])),
FILTER(BudgetTable, BudgetTable[Period] = 12) // Assuming 12 is the fiscal year end
)2. Create a DAX Measure for Last Calendar Month
Last Calendar Month Cost =
CALCULATE(
SUM(TransactionsTable[Cost]),
FILTER(TransactionsTable, TransactionsTable[Date] >= STARTOFMONTH(TODAY()) - 1 && TransactionsTable[Date] <= ENDOFMONTH(TODAY()) - 1)
)3. Create a Card Visualization for FY Budget: This card should display the budget for the selected category while the period remains fixed at 12
4. Create a Card Visualization for Last Calendar Month
Should you require further details or information, please do not hesitate to reach out to me.