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Learner27's avatar
Learner27
Helper III
2 years ago
Solved

Assistance Needed: Complex Matrix Visual Requirements

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...
  • Anonymous's avatar
    Anonymous
    2 years ago

    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

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