Forum Discussion

TechR21's avatar
TechR21
Icon for Helper V rankHelper V
3 years ago
Solved

Adding row with a calculation to matrix visual

Hi,   In powerbi I have a simple matrix visual : - subscriptionname as row - month as column - sum of costs as value     Im trying to find a way to add the following to this matrix (or ...
Need Help
  • Anonymous's avatar
    Anonymous
    3 years ago

    Hi TechR21 ,

     

    I suggest you to create a Calendar table to help your calculation.

    Calendar =
ADDCOLUMNS (
    CALENDARAUTO (),
    "Year", YEAR ( [Date] ),
    "Month", MONTH ( [Date] ),
    "YearMonth",
        YEAR ( [Date] ) * 100
            + MONTH ( [Date] ),
    "Month-Year", FORMAT ( [Date], "MMMM-YY" )
)

    Data model:

    Measure:

    Percentage Change by Month =
VAR _CURRENT =
    CALCULATE ( SUM ( 'Table'[Costs] ) )
VAR _PREVIOUS =
    CALCULATE ( SUM ( 'Table'[Costs] ), PREVIOUSMONTH ( 'Calendar'[Date] ) )
RETURN
    IF ( _CURRENT = BLANK (), BLANK (), DIVIDE ( _CURRENT - _PREVIOUS, _PREVIOUS ) )

    Result is as below.

     

    Best Regards,
    Rico Zhou

     

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

     

TomMartens's avatar
TomMartens
Icon for Super User rankSuper User
3 years ago

Hey TechR21 ,

 

I recommend reading this article: https://www.daxpatterns.com/time-patterns/

The article contains almost everything necessary to know regarding calendar based calculations.

 

It explains how you create a dedicated calendar table, relate this to your fact table(s), and how to create dynamic date based calculations.

 

Regards,

Tom