Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

Earn the coveted Fabric Analytics Engineer certification. 100% off your exam for a limited time only!

Reply
Aymane
Frequent Visitor

Create a table with measures by Year to Date and Quarter to Date

I'm trying to recreate the below table in PowerBI:

Aymane_0-1650456425049.png

Fees & Expenses, Income, and Purchase & Sales are all calculated measures, their DAX queries are as follows:

  • Fees & Expenses_YTD = CALCULATE(SUMX(Sheet1,Sheet1[MgmtFees]+Sheet1[OtherExpenses]),DATESBETWEEN(Sheet2[Date],[YearStart],[vMax]))
  • Fees & Expenses_QTD = CALCULATE(SUMX(Sheet1,Sheet1[MgmtFees]+Sheet1[OtherExpenses]),DATESBETWEEN(Sheet2[Date],[QuarterStart],[vMax]))
  • Income_YTD = CALCULATE(SUM(Sheet1[Income]),DATESBETWEEN(Sheet2[Date],[YearStart],[vMax]))
  • Income_QTD = CALCULATE(SUM(Sheet1[Income]),DATESBETWEEN(Sheet2[Date],[QuarterStart],[vMax]))
  • Purchases & Sales_YTD = CALCULATE(SUMX(Sheet1,Sheet1[Prices]+Sheet1[Sales]),DATESBETWEEN(Sheet2[Date],[YearStart],[vMax]))
  • Purchases & Sales_QTD = CALCULATE(SUMX(Sheet1,Sheet1[Prices]+Sheet1[Sales]),DATESBETWEEN(Sheet2[Date],[QuarterStart],[vMax]))[YearStart]: returns the start of the year[QuarterStart]: returns the start of the quarter[vMax]: returns the max date
I've tried to create a matrix, like above, using these values, but it's not possible to put measures in rows and columns, so I have only been able to create separate tables for QTD and YTD like below:
Aymane_1-1650456968662.png

Is there a way to merge them into one table or to put both QTD and YTD measures into one measure?

1 ACCEPTED SOLUTION
v-jingzhang
Community Support
Community Support

Hi @Aymane 

 

You can first create a table like below to have three type values in a column. I named it as "Types".

vjingzhang_0-1650851911786.png

Then create the following measures. Put your original QTD and YTD measures into them. 

QTD = SWITCH(SELECTEDVALUE(Types[Type]), "Fees & Expenses", [Fees & Expenses_QTD], "Income", [Income_QTD], "Purchases & Sales", [Purchases & Sales_QTD])
YTD = SWITCH(SELECTEDVALUE(Types[Type]), "Fees & Expenses", [Fees & Expenses_YTD], "Income", [Income_YTD], "Purchases & Sales", [Purchases & Sales_YTD])

Put 'Types'[Type] column on Rows and put [QTD]&[YTD] measures into Values well. Turn off Row subtotals option in Format pane. You will get the result you want. 

vjingzhang_1-1650852211760.png

 

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

View solution in original post

4 REPLIES 4
Aymane
Frequent Visitor

Thank you for the solution @v-jingzhang!!

v-jingzhang
Community Support
Community Support

Hi @Aymane 

 

You can first create a table like below to have three type values in a column. I named it as "Types".

vjingzhang_0-1650851911786.png

Then create the following measures. Put your original QTD and YTD measures into them. 

QTD = SWITCH(SELECTEDVALUE(Types[Type]), "Fees & Expenses", [Fees & Expenses_QTD], "Income", [Income_QTD], "Purchases & Sales", [Purchases & Sales_QTD])
YTD = SWITCH(SELECTEDVALUE(Types[Type]), "Fees & Expenses", [Fees & Expenses_YTD], "Income", [Income_YTD], "Purchases & Sales", [Purchases & Sales_YTD])

Put 'Types'[Type] column on Rows and put [QTD]&[YTD] measures into Values well. Turn off Row subtotals option in Format pane. You will get the result you want. 

vjingzhang_1-1650852211760.png

 

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

Hi @v-jingzhang ,

 

Thank you again for your solution.

 

Is there another solution where you don't have to create a new table into the model?

 

Best Regards,

Aymane Benkhaldoun

Hi @Aymane 

 

In my previous sample, I used a matrix visual. So at least a column is needed to play as a row header or a column header. Do you have any existing tables that can provide "Fees & Expenses", "Income", "Purchases & Sales" values or "QTD" & "YTD" values? If so, you can use that column in the matrix instead. It just needs a column to provide values so that the measures can use them to identify different scenarios. 

 

Jing

Helpful resources

Announcements
April AMA free

Microsoft Fabric AMA Livestream

Join us Tuesday, April 09, 9:00 – 10:00 AM PST for a live, expert-led Q&A session on all things Microsoft Fabric!

March Fabric Community Update

Fabric Community Update - March 2024

Find out what's new and trending in the Fabric Community.