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thomma's avatar
thomma
Frequent Visitor
2 years ago
Solved

Building matrix/table using measures

Hi,    I am currently working on creating a visual that has the same indentation structure and appearance as the Excel table below. Unfortunately, achieving this with the standard table or matrix v...
  • Joe_Barry's avatar
    2 years ago

    Hi thomma 

     

    You can acheive it, but it will take some modelling and creating measures.

     

    • In the ribbon, click on Enter Data and create a Column with all the Values in column A of your screenshot
    • Add a second column, we want to be able to sort the columns correctly, so give column A a numerical value so in your case for each row 1- 7
    • Load the table and go to table view
    • Highlight column A and go to the ribbon and go to Column tools > Sort by column and choose the numercial column
    • You will then need to create sperate measures for each Row

     

     

    Contracted Projects =
    CALCULATE(
         DISTINCTCOUNT('Project'[ID]), 
           KEEPFILTERS ('Project'[Type] = "Contracted")

     

     

    Repeat the measures for each row then create this measure

     

     

    Matrix View =
    SWITCH (
        SELECTEDVALUE ( 'Project Matrix'[LineItem Desc] ),
        "Contracted projects", [Contracted Projects],
        "Already invoiced", [Already Invoiced],
        "To Invoice", [To Invoice],
        "Prospects (100%)", [Prospects - 100%),
        "Prospects (75%)", [Prospects - 100%),
        "Total prospects", [Total Prospects],
        "Estimated Revenue", [Estimated Revenue])

     

     

    This will show everything in one row, to acheive what you have in the Screenshot, you will need to create two further measures in the same format, but remove To invoice, total prospects and estimated revenue from the first emasure. In the second measure, just add To invoice, total prospects and in the thrird measure just add Estimated Revenue

     

    Make sure that the Text in the measure matches that of your generated table

     

    Thanks

    Joe

     

    If you found my answer helpful and it solved your issue, please accept as solution