How to create index within a grouping in a matrix

AudiencesQuesti — Tue, 23 Jul 2024 11:58:05 GMT

Hi, I'm trying to create a measure that results in the Index column above. Assume that there is a matrix with a few layers in it, Region, SubRegion, Fiscal Year, and then Accounts. I would like the Index to start at the Fiscal Year Level. See above for reference. Repetition across the level below (Accounts) may or may not be needed. Thank you!

Re: How to create index within a grouping in a matrix

BeaBF — Tue, 23 Jul 2024 15:23:30 GMT

AudiencesQuesti Hi! You need to calculate a new column like:

Index =
VAR CurrentRegion = 'YourTable'[Region]
VAR CurrentSubRegion = 'YourTable'[SubRegion]
VAR CurrentFiscalYear = 'YourTable'[FiscalYear]
RETURN
RANKX(
FILTER(
'YourTable',
'YourTable'[Region] = CurrentRegion &&
'YourTable'[SubRegion] = CurrentSubRegion &&
'YourTable'[FiscalYear] = CurrentFiscalYear
),
'YourTable'[Accounts],
,
ASC,
DENSE
)

if you paste sample data under your example, i can detail better the formula.

BBF

topic Re: How to create index within a grouping in a matrix in DAX Commands and Tips

How to create index within a grouping in a matrix

Re: How to create index within a grouping in a matrix