Adding a non date linked single columns to a matrix which already contains date linked columns

[JT101]

 I am creating a report which will analyse forward exposure by counterparty. I have been able to model my daily forward exposures over the next 60Days within the matrix. Below.........

However when I attempt to add counterparty limits into the same matrix it will only put the counterparty limit into date linked columns (below), this is obviously because dates is already added to columns. However, I want to seperate the matrix into ONE non date linked column before the daily forward exposure is shown in the same matrix (via 60 date linked columns).

To summarise the counterparty limits, is being pulled in from one query named, SUMMARY BREAKDOWN and the exposure is being modelled from a query named CREDIT RISK REPORT BREAKDOWN. I have created a new table in PBI whichs pulls both of these into that particular table.

Any help would be great!

[v-kpoloju-msft]

Hi @JT101,

Thanks for sharing the details and the screenshots. The issue comes from how the Matrix visual is designed: once you place Date on Columns, every measure you add will also get split by those dates. That’s why your Counterparty Limit ends up repeating across all the date columns, even though you really only want it shown once.

If the goal is to have a single “non-date” column for Limit followed by the 60 daily exposure columns, there are two ways you can achieve this.

Quick workaround is two visuals side by side: Keep your current Matrix for exposures. Add another narrow Matrix showing just [Counterparty] and [Counterparty Limit]. Align them side by side (turn off row headers on one, match formatting), so it looks like a single table with Limits first, then all your daily columns.

Single Matrix: Create a small “layout” table that includes one row for Limit and the next 60 dates. Use a measure with a SWITCH to show the Limit value when the column is “Limit” and daily exposure when the column is a date. Add that layout table to the Columns of the Matrix. This way you’ll see one Limit column, followed by the date columns.

Hope this clears it up. Let us know if you have any doubts regarding this. We will be happy to help.

Thank you for using the Microsoft Fabric Community Forum.

[v-kpoloju-msft]

Hi @JT101,

Just checking in to see if the issue has been resolved on your end. If the earlier suggestions helped, that’s great to hear! And if you’re still facing challenges, feel free to share more details happy to assist further.

Thank you.

[DataNinja777]

Hi @JT101 ,

This is a common challenge in Power BI because the matrix visual is designed to repeat every value across all the categories you place in the 'Columns' field. The Date field is forcing your static CounterpartyLimit to be recalculated for every single date, which is why it repeats. There are a couple of effective ways to achieve the layout you're looking for.

The most straightforward and reliable solution is to use two separate visuals and align them to look like one. First, you would create a Table visual containing just the Counterparty and CounterpartyLimit columns. You'd make this table very narrow. Next to it, you place your existing Matrix visual, which shows the Daily Forward Exposure values spread across the dates. You would then carefully align the rows of both visuals so they match up perfectly. Finally, you can select both visuals and group them together from the Format tab, allowing you to move them as a single element. This method requires no complex DAX and is very easy to manage.

For a more advanced solution that uses a single visual, you can use a DAX measure combined with a disconnected "calculation" table. You start by creating a new, small table that is not related to any of your other data. On the Home ribbon, click Enter data, create a column named Metric, and add a single row with the text "Counterparty Limit". Load this as the 'Metric Table'. In your matrix visual, drag this new Metric field into the Columns well, and then drag your Date field directly underneath it. The final step is to create a "switcher" measure that intelligently displays the correct value based on the column context.

Combined Values =
VAR SelectedMetric =
    SELECTEDVALUE ( 'Metric Table'[Metric] )
RETURN
    IF (
        SelectedMetric = "Counterparty Limit",
        [Your Counterparty Limit Measure], -- Replace with your limit measure
        [Your Daily Forward Exposure Measure] -- Replace with your exposure measure
    )

You then use only this new [Combined Values] measure in the Values section of your matrix. This will create a dedicated column for the counterparty limit before displaying the daily exposure values for each date, all within a single matrix visual. While powerful, the two-visual approach is often preferred for its simplicity.

Best regards,

[JT101]

hi @DataNinja777 The second solution shows the following result. It is aggregating columns for daily forward exposure but not breaking it into date interval columns. I attach the matrix fields and also dax for date table for any more help

ForwardCalendar 2 =

VAR TodayDate = TODAY()

RETURN

ADDCOLUMNS(

    CALENDAR(TodayDate, TodayDate + 60),

    "DayIndex", DATEDIFF(TodayDate, [Date], DAY)

)