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AP_726
Frequent Visitor

Apply filters to individual columns in a matrix visual

I'm having trouble figuring this out and not sure if it's possilbe. But I have a matrix visual showing the premium increase dollar amount by state and year and I need to apply different parameters to each state (column). For instance, Alabama needs to only show policies with a 15% premium increase, Arizona needs to show any premium increase (so anything greater than 0%) and so on. Is it possible to show this in one visual? 

 

Here's a small example of what I have in the visual. These dollar amount would then need to have the filters applied by state. 

 

AP_726_0-1736356930094.png

 

Thanks in advance!

1 ACCEPTED SOLUTION
speedramps
Community Champion
Community Champion

Download the PBIX solution from Onedrive

Click here  

 

Add a custom date column. 
(Always use dates rather that years, because dates can use powerful DAX commands (see next section)
speedramps_1-1736360876343.png

 

Create a config table of the thresholds

speedramps_3-1736361679258.png

 

 

Add a 1:M relationship from config to yourdata  

speedramps_2-1736361140228.png

 

Add measures

Premium TY = 
// get this year
SUM(Yourdata[Premium])

 

Premium LY = 
//get last year
CALCULATE(
SUM(Yourdata[Premium]),
REMOVEFILTERS(Yourdata[Year]),
SAMEPERIODLASTYEAR(Yourdata[Date]
))

 

Increase% = 
DIVIDE(
    [Premium TY] - [Premium LY],
    [Premium TY]
)

 

Is over tolerance = 
IF(
    [Increase%] > [Tolerance%],1)

 

Test measures

speedramps_5-1736361808659.png

 

You can now use the measure as a fillter or for conditional colour formating

 

speedramps_6-1736361873085.png

 

 

We are unpaid volunteers and you have got free expert help which took a lot of effort to write this answer.
This solution works and does exactly what you asked.
So please quickly click the [accept as solution] and the thumbs up button to leave kudos.
If you need to change or extend your request then please raise a new ticket.
One question per ticket please !
You will get a quicker response and each volunteer solver will get the kudos they deserve.

 

If you quote @speedramps in your next tickets then I will then receive an automatic notification, and will be delighted to help you again.

 

However I decline to help impolite lazy members twice who ask misleading or incomplete questions and then dont accept the correct soltion.


Please now click the [accept as solution] and the thumbs up button. Thank you

View solution in original post

3 REPLIES 3
AP_726
Frequent Visitor

Thanks, this worked!

Thank you @AP_726  for the kudos.
If you need more help then raise a new ticket and quote @speedramps anywhere in the text, I will then receive an automatic notification and will be delighted to help you again.
Please always try provide example input data as table text (not a screen print) so we can import the data to build a solution for you. You will gain respect and much quicker and better responses with the more effort you put in to describing problems

speedramps
Community Champion
Community Champion

Download the PBIX solution from Onedrive

Click here  

 

Add a custom date column. 
(Always use dates rather that years, because dates can use powerful DAX commands (see next section)
speedramps_1-1736360876343.png

 

Create a config table of the thresholds

speedramps_3-1736361679258.png

 

 

Add a 1:M relationship from config to yourdata  

speedramps_2-1736361140228.png

 

Add measures

Premium TY = 
// get this year
SUM(Yourdata[Premium])

 

Premium LY = 
//get last year
CALCULATE(
SUM(Yourdata[Premium]),
REMOVEFILTERS(Yourdata[Year]),
SAMEPERIODLASTYEAR(Yourdata[Date]
))

 

Increase% = 
DIVIDE(
    [Premium TY] - [Premium LY],
    [Premium TY]
)

 

Is over tolerance = 
IF(
    [Increase%] > [Tolerance%],1)

 

Test measures

speedramps_5-1736361808659.png

 

You can now use the measure as a fillter or for conditional colour formating

 

speedramps_6-1736361873085.png

 

 

We are unpaid volunteers and you have got free expert help which took a lot of effort to write this answer.
This solution works and does exactly what you asked.
So please quickly click the [accept as solution] and the thumbs up button to leave kudos.
If you need to change or extend your request then please raise a new ticket.
One question per ticket please !
You will get a quicker response and each volunteer solver will get the kudos they deserve.

 

If you quote @speedramps in your next tickets then I will then receive an automatic notification, and will be delighted to help you again.

 

However I decline to help impolite lazy members twice who ask misleading or incomplete questions and then dont accept the correct soltion.


Please now click the [accept as solution] and the thumbs up button. Thank you

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