Calculate field in row header

Dear PaulDBrown 

I can resolve this, with this tutorial:
https://rmarketingdigital.com/powerbi/creacion-de-una-matriz-con-filas-y-columnas-asimetricas-en-power-bi/

Thanks you !

Ok, first of all, make ysure you Trim and clean the P&L structure field in the table (Power Query).

Then create a new table either in Power Query or using Dax for the row. I've created it using:

P&L Rows = 
{("Sales", 1),
("SVC", 2),
("DSC", 3),
("SVM", 4),
("% SVM", 5),
("OVC", 6),
("CC", 7),
("Other Expenses", 8),
("Op. Margin", 9),
("% Op. Margin", 10),
("NOR", 11),
("EBT", 12),
("% EBT", 13),
("Income Taxes", 14),
("Net Income", 15)}

Join this table with the Main table in an inactive relationship. I've also created dimension Tables for Period and Amount Type. The model looks like this:

Now the measures... Firstly, the main measure:

Sum Amount =
CALCULATE (
    SUM ( FTable[ Amount ] ),
    USERELATIONSHIP ( 'P&L Rows'[Structure], FTable[ PL_Structure ] )
)

Then the measures for the %:

% SVM =
VAR _Sales =
    CALCULATE (
        [Sum Amount],
        FILTER ( ALL ( 'P&L Rows' ), 'P&L Rows'[Structure] = "Sales" )
    )
VAR _SVM =
    CALCULATE (
        [Sum Amount],
        FILTER ( ALL ( 'P&L Rows' ), 'P&L Rows'[Structure] = "SVM" )
    )
RETURN
    DIVIDE ( _SVM, _Sales )

% Op. Margin =
VAR _Sales =
    CALCULATE (
        [Sum Amount],
        FILTER ( ALL ( 'P&L Rows' ), 'P&L Rows'[Structure] = "Sales" )
    )
VAR _OM =
    CALCULATE (
        [Sum Amount],
        FILTER ( ALL ( 'P&L Rows' ), 'P&L Rows'[Structure] = "Op. Margin" )
    )
RETURN
    DIVIDE ( _OM, _Sales )

% EBT =
VAR _Sales =
    CALCULATE (
        [Sum Amount],
        FILTER ( ALL ( 'P&L Rows' ), 'P&L Rows'[Structure] = "Sales" )
    )
VAR _EBT =
    CALCULATE (
        [Sum Amount],
        FILTER ( ALL ( 'P&L Rows' ), 'P&L Rows'[Structure] = "EBT" )
    )
RETURN
    DIVIDE ( _EBT, _Sales )

Now the final measure for the matrix visual:

Table value =
SWITCH (
    SELECTEDVALUE ( 'P&L Rows'[Order] ),
    5, FORMAT ( [% SVM], "Percent" ),
    10, FORMAT ( [% Op. Margin], "Percent" ),
    13, FORMAT ( [% EBT], "Percent" ),
    [Sum Amount]
)

Now you can create the matrix visual using the P&L [Structure] field as rows, the Typ_amount fromt he dimension table as the columns and the [Table Value] as the value to get:

If you want to colour the row headers as your example, you need to use a table visual and split the [Table Value] measure into Actual and Plan following this pattern:

_Actual =
CALCULATE ( [Table value], 'Type'[Type_Amount] = "Actual" )

I've attached the sample PBIX file