Custom Matrix visual

[Shrujan1612]

I want to create a custom matrix visual as below screenshot, text highlight by red are two custom row, i want additionally in the visual Total assets = current assets + long term assets, Total liability and shareholder funds =  total liability + total share holder funds, total liability = current liabilities + long term liabilities.
In rows we have Groups and Sub Groups.
Groups and Sub Groups from Hier account table and metrics from fact balance.

Thanks in Advance.

[FarhanJeelani]

To create a custom matrix visual similar to the one in your first screenshot, you can follow these steps in Power BI:

1. Define Custom Measures
You’ll need to create DAX measures to calculate `Total Assets`, `Total Liabilities and Shareholder Funds`, and `Total Liability` as per the definitions you've specified.

Here are the measures to add in the Fact - Balances table:

- Total Assets:
DAX
Total Assets =
[Current Assets] + [Long Term Assets]

- Total Liability and Shareholder Funds:
DAX
Total Liability and Shareholder Funds =
[Total Liability] + [Total Shareholders Equity]

- Total Liability:
DAX
Total Liability =
[Current Liabilities] + [Long Term Liabilities]

Ensure that `[Current Assets]`, `[Long Term Assets]`, `[Current Liabilities]`, `[Long Term Liabilities]`, and `[Total Shareholders Equity]` are measures or calculated fields that return the correct sums for these categories.

2. Set Up the Matrix Visual
In Power BI:

- **Rows**: Use the `Groups` and `Sub Groups` from the **Hierarchy - Account** table. This will help structure your rows to show the hierarchical grouping.

- Values: Add the custom measures (like `Total Assets`, `Total Liability`, and `Total Liability and Shareholder Funds`) along with other metrics from the **Fact - Balances** table that you want to display.

- Columns: Use the `Date` table to add month columns if you want monthly breakdowns.

3. Custom Formatting
To highlight specific rows or categories:

- You may need to apply conditional formatting in the Matrix visual settings.
- Customize the background or font color for rows like `Total Assets` and `Total Liability and Shareholder Funds` to match the red highlights in your screenshot.

 4. Additional Tips
- Ensure that relationships between **Fact - Balances**, **Hierarchy - Account**, **Account**, and **Date** tables are correctly set up to avoid any ambiguity in aggregations.
- Use Hierarchies in Power BI to organize your Groups and Sub Groups under a single field for ease in the Matrix visual.

Let me know if you'd like more guidance on setting up specific calculations or customizations!