Assistance Needed: Complex Matrix Visual Requirements

[Learner27]

Hello Community, I really need your help. and I'm requesting much-needed assistance from you.

My requirement is to use two Matrix visuals on a single tab. categories and their respective amounts. When I filter my slicers, if I select 2024 April, it should show me the values for April of this year and the prior year (2023) at the same time (Right). In the second visual, I need to display values from January to March, and in the total column, I need to show the year-to-date (YTD) average of those three months. Similarly, for May, if I select May 2024, the left-side visual should show values from January to April, with the YTD being the sum of the four months divided by four.

I have tried with different measures which doesn't give me proper out put I have Attached my sample Pbix file


DVT File.pbix


Thanks In advance

[Anonymous · Accepted solution]

Hi @Learner27 ,

Unfortunately, I cannot open your sample Pbix file. I create a sample data to help you with your problem.
Sample data:

1.Create a Date Table, and make a relationship between two tables. Put the DateTable into the Slicer.

2.Add new measures.

In Matrix 1:

Current Year number =
CALCULATE (
    SUM ( 'Table'[number] ),
    FILTER (
        ALL ( 'Table'[Date] ),
        YEAR ( 'Table'[Date] ) = YEAR ( MAX ( 'Table'[Date] ) )
            && MONTH ( 'Table'[date] ) = MONTH ( MAX ( 'Table'[date] ) )
    )
)

Previous Year number =
CALCULATE (
    SUM ( 'Table'[number] ),
    FILTER (
        ALL ( 'Table'[Date] ),
        YEAR ( 'Table'[Date] )
            = YEAR ( MAX ( 'Table'[Date] ) ) - 1
            && MONTH ( 'Table'[date] ) = MONTH ( MAX ( 'Table'[date] ) )
    )
)

In Matrix 2:

YTD Average Amount =
VAR _endMonthDay =
    EOMONTH ( SELECTEDVALUE ( DateTable[Y&M] ), -1 )
VAR _monthCurrentSelectMonth =
    MONTH ( SELECTEDVALUE ( DateTable[Y&M] ) )
VAR _startMonthDay =
    EOMONTH ( SELECTEDVALUE ( DateTable[Y&M] ), -1 * _monthCurrentSelectMonth ) + 1
VAR _result =
    CALCULATE (
        SUM ( 'Table'[amount] ),
        'Table'[date] >= _startMonthDay
            && 'Table'[date] < _endMonthDay
    )
RETURN
    AVERAGEX (
        FILTER (
            ALL ( 'Table' ),
            'Table'[date] >= _startMonthDay
                && 'Table'[date] < _endMonthDay
        ),
        CALCULATE ( SUM ( 'Table'[Amount] ) )
    )

Final output:

How to Get Your Question Answered Quickly - Microsoft Fabric Community

If it does not help, please provide more details with your desired out put and pbix file without privacy information.

Best Regards,

Ada Wang

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

[Learner27]

Hi @Anonymous 

It is wonderful that you have spent time on my query. It was really great, and thank you so much. I have created another post because this is not meeting my requirements.
However, I will use this one for my future needs. Please reply to my new post
and let me know if you can open my PBIX file. I have uploaded the latest PBIX file.

Once again, thank you so much!