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KGillett
Frequent Visitor

Add a new row to Matrix based on values from other rows

Hi,

I've spent more time than I'd like to admit trying to work this out myself, but I've run out of ideas.  I suspect this isn't that difficult, if you know where to look.  Appreciate any guidance.

 

I have managed to create a series of unions (in DAX) that summarise information and populate nicely into a Matrix.  The visual's data looks like this (with the names hidden by the green blobs):

 

KGillett_0-1687339755386.png

 

This is what I'm trying a achieve: 

 

KGillett_0-1687339321981.png

 

I'm trying to add the highlighted rows to the Matrix by simply doing a calulation of 'Availability' minus 'Bookings' for each Person.  I'll call this 'Balance' and show it at the bottom of each Person's records.  I have been trying to add another union to do the calculation, but I can't get that to work.

 

Guidance appreciated!

 

 

1 ACCEPTED SOLUTION
tamerj1
Super User
Super User

Hi @KGillett 

how does the source data look like?

View solution in original post

3 REPLIES 3
KGillett
Frequent Visitor

Actually, your question @tamerj1 sent me back to basics and I reassessed how data should be served up to work in a Matrix.  I modified the data structure and it is working fine.  I had 3 data tables coming in and was trying to make it too clever.  Sometimes it's too easy to get buried in a complex methodology and miss the basics!

tamerj1
Super User
Super User

Hi @KGillett 

how does the source data look like?

Hi @tamerj1 

I think I've found a way.  I created a key between my summary tables and used a lookupvalue to pull the data across.  I now have the 'Balance' showing correctly in the pivot.  I'll post more info when I've worked it through and maybe you can show me how I should have done it.  Thank you!

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