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H_insight's avatar
H_insight
Helper V
2 years ago
Solved

Matrix add Custom column

Hiya, I am tryiong to creat some custom columns in a power bi matrix, and I need some help please.

 

Issue:
I'm working on creating a dynamic header that displays the performance for the last 4 financial weeks, broken down individually according to today's date. Additionally, I want to include the same measure for the total of those weeks and a year-to-date (YTD) column.

 

The end goal is:

 

I have created a dummy sample data in case its needed.

 

Thanks

"Need Help"
@NeedHelp
  • Anonymous's avatar
    Anonymous
    2 years ago

    Hi, H_insight 

    May I ask if this is the expected output you are looking for? Based on your description, I have created many measures to achieve the effect you are looking for. Following picture shows the effect of the display.

     

    Measures:

    YTD =

VAR _today =

    TODAY ()

VAR _yearStart =

    CALCULATETABLE (

        STARTOFYEAR ( Financial[Date].[Date] ),

        Financial[Date] = YEAR ( TODAY () )

    )

VAR _sales =

    CALCULATE (

        SUM ( Financial[Sales] ),

        Financial[Date] <= _today

            && Financial[Date] >= _yearStart

    )

VAR _cost =

    CALCULATE (

        SUM ( Financial[COGS] ),

        Financial[Date] <= _today

            && Financial[Date] >= _yearStart

    )

RETURN

    SWITCH ( SELECTEDVALUE ( 'DataNeed'[Data] ), "Cost", _cost, "Sales", _sales )



PeriousOneWeekMonday =

VAR _today =

    TODAY ()

VAR _periousOneWeek =

    TODAY () - 7

VAR _periousOneWeekday =

    WEEKDAY ( TODAY () - 7, 2 )

VAR _periousOneWeekMonday = _periousOneWeek - _periousOneWeekday + 1

VAR _sales =

    CALCULATE (

        SUM ( Financial[Sales] ),

        Financial[Date] <= _PeriousOneWeekMonday + 4

            && Financial[Date] >= _PeriousOneWeekMonday

    )

VAR _cost =

    CALCULATE (

        SUM ( Financial[COGS] ),

        Financial[Date] <= _PeriousOneWeekMonday + 4

            && Financial[Date] >= _PeriousOneWeekMonday

    )

RETURN

    SWITCH ( SELECTEDVALUE ( 'DataNeed'[Data] ), "Cost", _cost, "Sales", _sales )



PeriousTwoWeekMonday =

VAR _today =

    TODAY ()

VAR _periousOneWeek =

    TODAY () - 14

VAR _periousOneWeekday =

    WEEKDAY ( TODAY () - 14, 2 )

VAR _periousOneWeekMonday = _periousOneWeek - _periousOneWeekday + 1

VAR _sales =

    CALCULATE (

        SUM ( Financial[Sales] ),

        Financial[Date] <= _PeriousOneWeekMonday + 4

            && Financial[Date] >= _PeriousOneWeekMonday

    )

VAR _cost =

    CALCULATE (

        SUM ( Financial[COGS] ),

        Financial[Date] <= _PeriousOneWeekMonday + 4

            && Financial[Date] >= _PeriousOneWeekMonday

    )

RETURN

    SWITCH ( SELECTEDVALUE ( 'DataNeed'[Data] ), "Cost", _cost, "Sales", _sales )





PeriousThreeWeekMonday =

VAR _today =

    TODAY ()

VAR _periousOneWeek =

    TODAY () - 21

VAR _periousOneWeekday =

    WEEKDAY ( TODAY () - 21, 2 )

VAR _periousOneWeekMonday = _periousOneWeek - _periousOneWeekday + 1

VAR _sales =

    CALCULATE (

        SUM ( Financial[Sales] ),

        Financial[Date] <= _PeriousOneWeekMonday + 4

            && Financial[Date] >= _PeriousOneWeekMonday

    )

VAR _cost =

    CALCULATE (

        SUM ( Financial[COGS] ),

        Financial[Date] <= _PeriousOneWeekMonday + 4

            && Financial[Date] >= _PeriousOneWeekMonday

    )

RETURN

    SWITCH ( SELECTEDVALUE ( 'DataNeed'[Data] ), "Cost", _cost, "Sales", _sales )



PeriousFourWeekMonday =

VAR _today =

    TODAY ()

VAR _periousOneWeek =

    TODAY () - 28

VAR _periousOneWeekday =

    WEEKDAY ( TODAY () - 28, 2 )

VAR _periousOneWeekMonday = _periousOneWeek - _periousOneWeekday + 1

VAR _sales =

    CALCULATE (

        SUM ( Financial[Sales] ),

        Financial[Date] <= _PeriousOneWeekMonday + 4

            && Financial[Date] >= _PeriousOneWeekMonday

    )

VAR _cost =

    CALCULATE (

        SUM ( Financial[COGS] ),

        Financial[Date] <= _PeriousOneWeekMonday + 4

            && Financial[Date] >= _PeriousOneWeekMonday

    )

RETURN

    SWITCH ( SELECTEDVALUE ( 'DataNeed'[Data] ), "Cost", _cost, "Sales", _sales )



FourWeek = [PeriousOneWeekMonday] + [PeriousTwoWeekMonday] + [PeriousThreeWeekMonday] + [PeriousFourWeekMonday]

     

    If this does not work, could you please share some sample data without sensitive information and expected output.
    How to provide sample data in the Power BI Forum - Microsoft Fabric Community

    Best Regards,
    Yang
    Community Support Team

    If there is any post helps, then please consider Accept it as the solution  to help the other members find it more quickly.
    If I misunderstand your needs or you still have problems on it, please feel free to let us know. Thanks a lot!

    How to get your questions answered quickly --  How to provide sample data in the Power BI Forum

1 Reply

  • Anonymous's avatar
    Anonymous
    Not applicable
    2 years ago

    Hi, H_insight 

    May I ask if this is the expected output you are looking for? Based on your description, I have created many measures to achieve the effect you are looking for. Following picture shows the effect of the display.

     

    Measures:

    YTD =

VAR _today =

    TODAY ()

VAR _yearStart =

    CALCULATETABLE (

        STARTOFYEAR ( Financial[Date].[Date] ),

        Financial[Date] = YEAR ( TODAY () )

    )

VAR _sales =

    CALCULATE (

        SUM ( Financial[Sales] ),

        Financial[Date] <= _today

            && Financial[Date] >= _yearStart

    )

VAR _cost =

    CALCULATE (

        SUM ( Financial[COGS] ),

        Financial[Date] <= _today

            && Financial[Date] >= _yearStart

    )

RETURN

    SWITCH ( SELECTEDVALUE ( 'DataNeed'[Data] ), "Cost", _cost, "Sales", _sales )



PeriousOneWeekMonday =

VAR _today =

    TODAY ()

VAR _periousOneWeek =

    TODAY () - 7

VAR _periousOneWeekday =

    WEEKDAY ( TODAY () - 7, 2 )

VAR _periousOneWeekMonday = _periousOneWeek - _periousOneWeekday + 1

VAR _sales =

    CALCULATE (

        SUM ( Financial[Sales] ),

        Financial[Date] <= _PeriousOneWeekMonday + 4

            && Financial[Date] >= _PeriousOneWeekMonday

    )

VAR _cost =

    CALCULATE (

        SUM ( Financial[COGS] ),

        Financial[Date] <= _PeriousOneWeekMonday + 4

            && Financial[Date] >= _PeriousOneWeekMonday

    )

RETURN

    SWITCH ( SELECTEDVALUE ( 'DataNeed'[Data] ), "Cost", _cost, "Sales", _sales )



PeriousTwoWeekMonday =

VAR _today =

    TODAY ()

VAR _periousOneWeek =

    TODAY () - 14

VAR _periousOneWeekday =

    WEEKDAY ( TODAY () - 14, 2 )

VAR _periousOneWeekMonday = _periousOneWeek - _periousOneWeekday + 1

VAR _sales =

    CALCULATE (

        SUM ( Financial[Sales] ),

        Financial[Date] <= _PeriousOneWeekMonday + 4

            && Financial[Date] >= _PeriousOneWeekMonday

    )

VAR _cost =

    CALCULATE (

        SUM ( Financial[COGS] ),

        Financial[Date] <= _PeriousOneWeekMonday + 4

            && Financial[Date] >= _PeriousOneWeekMonday

    )

RETURN

    SWITCH ( SELECTEDVALUE ( 'DataNeed'[Data] ), "Cost", _cost, "Sales", _sales )





PeriousThreeWeekMonday =

VAR _today =

    TODAY ()

VAR _periousOneWeek =

    TODAY () - 21

VAR _periousOneWeekday =

    WEEKDAY ( TODAY () - 21, 2 )

VAR _periousOneWeekMonday = _periousOneWeek - _periousOneWeekday + 1

VAR _sales =

    CALCULATE (

        SUM ( Financial[Sales] ),

        Financial[Date] <= _PeriousOneWeekMonday + 4

            && Financial[Date] >= _PeriousOneWeekMonday

    )

VAR _cost =

    CALCULATE (

        SUM ( Financial[COGS] ),

        Financial[Date] <= _PeriousOneWeekMonday + 4

            && Financial[Date] >= _PeriousOneWeekMonday

    )

RETURN

    SWITCH ( SELECTEDVALUE ( 'DataNeed'[Data] ), "Cost", _cost, "Sales", _sales )



PeriousFourWeekMonday =

VAR _today =

    TODAY ()

VAR _periousOneWeek =

    TODAY () - 28

VAR _periousOneWeekday =

    WEEKDAY ( TODAY () - 28, 2 )

VAR _periousOneWeekMonday = _periousOneWeek - _periousOneWeekday + 1

VAR _sales =

    CALCULATE (

        SUM ( Financial[Sales] ),

        Financial[Date] <= _PeriousOneWeekMonday + 4

            && Financial[Date] >= _PeriousOneWeekMonday

    )

VAR _cost =

    CALCULATE (

        SUM ( Financial[COGS] ),

        Financial[Date] <= _PeriousOneWeekMonday + 4

            && Financial[Date] >= _PeriousOneWeekMonday

    )

RETURN

    SWITCH ( SELECTEDVALUE ( 'DataNeed'[Data] ), "Cost", _cost, "Sales", _sales )



FourWeek = [PeriousOneWeekMonday] + [PeriousTwoWeekMonday] + [PeriousThreeWeekMonday] + [PeriousFourWeekMonday]

     

    If this does not work, could you please share some sample data without sensitive information and expected output.
    How to provide sample data in the Power BI Forum - Microsoft Fabric Community

    Best Regards,
    Yang
    Community Support Team

    If there is any post helps, then please consider Accept it as the solution  to help the other members find it more quickly.
    If I misunderstand your needs or you still have problems on it, please feel free to let us know. Thanks a lot!

    How to get your questions answered quickly --  How to provide sample data in the Power BI Forum