Matrix with columns and rows from dimensional and transaction table

[joshua1990]

Hi all!

I have a simple data model with 3 tables. 

1. Calendar table with Date, Week, Month, Year
2. Actual Values table with values for each day
3. Exctraction values with values for each Month.

The Actual Values and Extraction table are linked to the calendar table.

The extraction table contains a snapshot for every Month.

Extraction Year-Week	Article	Value
2023-Jan	A	50
2023-Jan	B	60
2023-Feb	A	50

Now I would like to create a matrix visual with the individual extractions on rows and

• Values from Actual table if the date is before the start date for the extraction
• Values from Extractions if the date is at or after the extraction start date.

In the end I would like to have such kind visualization:

How would you build the data model and measures for that kind of objective?

[v-jingzhang]

Hi @joshua1990 

I recommend that you add another table which has distinct extraction months. This table should not be connected to the calendar table so it won't be affected by the calendar table. And disable or delete the relationship between the calendar table and the Exctraction table. 

Then create the following measure and add it to the matrix. 

Measure = IF(MAX('Date'[Date])<MIN('ExtractionMonths'[Extraction Start Date]),SUM(ActualTable[Value]),SUM('ExctractionTable'[Value]))

Best Regards,
Community Support Team _ Jing
If this post helps, please Accept it as Solution to help other members find it.

[joshua1990]

@v-jingzhang : Any ideas? Do we need a SUMMARIZE?

[v-jingzhang]

Hi @joshua1990 

Yes, you need an additional measure to summarize the total. 

Measure 2 = SUMX(SUMMARIZE('Date','Date'[YearMonth],"SumOfValue",[Measure]),[SumOfValue])

Best Regards,
Community Support Team _ Jing
If this post helps, please Accept it as Solution to help other members find it.

[joshua1990]

@v-jingzhang : Thanks a lot, appreciate. But the total (column subtotal) is wrong. It shows me 120 for 2023-Feb

[joshua1990]

If you need further information, just let me know. I am grateful for any tips that you can share.