topic Re: Finance Result on Matrix Visualization / DAX MEASURES / in DAX Commands and Tips

Finance Result on Matrix Visualization / DAX MEASURES /

JoseTomas — Wed, 03 Jan 2024 20:49:04 GMT

Hi guys! I need your help with a measure...

This is my goal, creating a Finance report on a Matrix visualization, for example...

Total Revenue $1000
Revenue1 $500
Revenue1.1 $300
Revenue1.2 $200
Revenue2 $500
Revenue2.1 $400
Revenue2.2 $100

Currently my data is like this...
Item; Key; Total
Total Revenue ;1; $1000
Revenue1;2 ;$500
Revenue1.1;3;$300
Revenue1.2;4;$200
Revenue2;5;$500
Revenue2.1;6;$400
Revenue2.2;7;$100

Also I have my structure with the same key.

My problem is this: If I make a new measure using Sum(total) and then insert it into a matrix visualition, this results in the Total Revenue and its sub-items appearing duplicated. Could someone help me resolve this issue?

Regards!!

Re: Finance Result on Matrix Visualization / DAX MEASURES /

AlexisOlson — Wed, 03 Jan 2024 21:34:53 GMT

Your data source has redundant data. I'd recommend removing the extra rows and adding a grouping column so that it looks like this:

Sample M you can past into a new blank query:

let Source = Table.FromRows( { {"Total Revenue", 1, 1000}, {"Revenue 1", 2, 500}, {"Revenue 1.1", 3, 300}, {"Revenue 1.2", 4, 200}, {"Revenue 2", 5, 500}, {"Revenue 2.1", 6, 400}, {"Revenue 2.2", 7, 100} }, type table [Item = text, Key = number, Total = number] ), #"Filtered Rows" = Table.SelectRows(Source, each Text.Contains([Item], ".")), #"Added Custom" = Table.AddColumn(#"Filtered Rows", "Group", each Text.BeforeDelimiter([Item], "."), type text) in #"Added Custom"

Without the redundant information, everything sums up nicely.

Re: Finance Result on Matrix Visualization / DAX MEASURES /

JoseTomas — Thu, 04 Jan 2024 14:20:36 GMT

Hi Alexis!
thank you for your answer! I tried it and is totally useful 🙂

Best Regards