Matrix Challenges

Hi jmfillman ,

Here I suggest you to create three dim tables to help you calculating.

My Test:

DimGroup = FILTER(DISTINCT(UNION(VALUES('Approved Plan'[Group]),VALUES('Requested Plan'[Group]))),[Group]<>BLANK())

DimQuarter = FILTER(DISTINCT(UNION(VALUES('Approved Plan'[Fiscal Quarter]),VALUES('Requested Plan'[Fiscal Quarter]))),[Fiscal Quarter]<>BLANK())

DimYear = FILTER(DISTINCT(UNION(VALUES('Approved Plan'[Fiscal Year]),VALUES('Requested Plan'[Fiscal Year]))),[Fiscal Year]<>BLANK())

Measures:

Approved = 
CALCULATE (
    SUM ( 'Approved Plan'[Approved Hour] ),
    FILTER (
        'Approved Plan',
        'Approved Plan'[State] = "Approved"
            && 'Approved Plan'[Group] = MAX ( DimGroup[Group] )
            && 'Approved Plan'[Fiscal Year] = MAX ( DimYear[Fiscal Year] )
            && 'Approved Plan'[Fiscal Quarter] = MAX ( DimQuarter[Fiscal Quarter] )
    )
)

Planned = 
CALCULATE (
    SUM ( 'Requested Plan'[Planned Hour] ),
    FILTER (
        'Requested Plan',
        'Requested Plan'[State] = "Planned"
            && 'Requested Plan'[Group] = MAX ( DimGroup[Group] )
            && 'Requested Plan'[Fiscal Year] = MAX ( DimYear[Fiscal Year] )
            && 'Requested Plan'[Fiscal Quarter] = MAX ( DimQuarter[Fiscal Quarter] )
    )
)

Requested = 
CALCULATE (
    SUM ( 'Requested Plan'[Planned Hour] ),
    FILTER (
        'Requested Plan',
        'Requested Plan'[State] = "Requested"
            && 'Requested Plan'[Group] = MAX ( DimGroup[Group] )
            && 'Requested Plan'[Fiscal Year] = MAX ( DimYear[Fiscal Year] )
            && 'Requested Plan'[Fiscal Quarter] = MAX ( DimQuarter[Fiscal Quarter] )
    )
)

Result is as below.

Best Regards,
Rico Zhou

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