Forum Discussion
Super UserDax for matrix
Hi Ashish_Excel ,
The Problem We have
- A Team slicer (Team A, B, etc.)
- A Date slicer (e.g., 1.1.–1.2.2025)
- A Matrix visual showing: Rows = Users, Columns=Dates, Values= Forecast
The Challenge We only want to show forecast values for users who
- Belong to the selected team (from the slicer),
- Have any timesheet activity within the selected date range.
But here's the twist.
We want to show their full forecast (across all dates), not just on the dates they have timesheets.
If a user selects Team A and sets the date range from January 1 to February 1, the matrix should display:
- Alice → Forecast for both January 1 & 2
- Bob → Forecast for both January 1 & 2
Even if Alice only recorded timesheets on January 1, her full forecast for both dates should still be shown. The key point here is that we are not filtering forecasts based on specific timesheet dates instead, the date filter is only used to determine which users were active during the selected period. Once a user has any timesheet activity within the range, we include their entire forecast across all dates.
Note: Please establish a relationship between the Time Sheet table and the Dim User table. Once the relationship is created, you can retrieve the required user details directly through the Time Sheet data.
FYI:
Thanks.
Community SupportHi Ashish_Excel ,
The PBIX file containing sample data and the expected behavior is already attached to the original post. I've attached it here again for your convenience. Please feel free to download and review it.
The file demonstrates how the measure filters users based on their timesheet activity within the selected date range, while still displaying forecast values for all relevant dates.
Thank You.
Solution SupplierHi,
I cannot understand the expected result at all.
- V-yubandi-msft
Hi Ashish_Excel ,
The Problem We have
- A Team slicer (Team A, B, etc.)
- A Date slicer (e.g., 1.1.–1.2.2025)
- A Matrix visual showing: Rows = Users, Columns=Dates, Values= Forecast
The Challenge We only want to show forecast values for users who
- Belong to the selected team (from the slicer),
- Have any timesheet activity within the selected date range.
But here's the twist.
We want to show their full forecast (across all dates), not just on the dates they have timesheets.
If a user selects Team A and sets the date range from January 1 to February 1, the matrix should display:
- Alice → Forecast for both January 1 & 2
- Bob → Forecast for both January 1 & 2
Even if Alice only recorded timesheets on January 1, her full forecast for both dates should still be shown. The key point here is that we are not filtering forecasts based on specific timesheet dates instead, the date filter is only used to determine which users were active during the selected period. Once a user has any timesheet activity within the range, we include their entire forecast across all dates.
Note: Please establish a relationship between the Time Sheet table and the Dim User table. Once the relationship is created, you can retrieve the required user details directly through the Time Sheet data.
FYI:
Thanks.
- V-yubandi-msft
Hi Ashish_Excel ,
I hope this information was helpful. If you have any further questions or would like to discuss this in more detail, feel free to ask.
For continued discussions and support, please stay connected with the community.Thank You.