Displaying grouped and ungrouped data in matrix columns

[Anonymous]

Hi,

I would like to understand if it is possible to create a matrix that displays data as follows:

I've tried having the source table structured like this:

and then putting it in a matrix, including the "planned" values as a row, but this does not seem to allow to have a column total (300 in the example) which would be required.

The other option I have tried was to unpivot the table on the weeknumber column:This generates the actuals in a weeknumber column, but each week needs to be added manually then into the matrix. The automated refresh would unpivot and generate new week columns when it detect new data as the year progresses, but it is not pragmatic to add the weeks manually on regular basis.

Would there be a proper solution to come to the targetted view?

Many thanks in advance!

[MFelix · Accepted solution]

Hi @Anonymous ,

I believe that you need to redo the way you have your data in order to have the expected result and also use a small trick on the matrix:

I created the following tables:

Actuals:

ID	WEEK	Month	Actuals
AB	1	2	20
AB	2	2	20
AB	3	2	20
AB	4	2	20

Planned:

Planned	ID	Month
100	AB	2

Months:

Month

2

3

Category:

ID	Cat	Type
AB	A	B

Then created the following relationships:

Category[ID] -> Actuals[ID] - One to Many: Single filter

Category[ID] -> Planned[ID] - One to Many: Single filter

Months[Month] -> Actuals[Month] - One to Many: Single filter

Months[Month -> Planned[Month] - One to Many: Single filter

Then add the following measure:

Planned - Actuals = SUM(Actuals[Actuals])-SUM(Planned[Planned])

Then make your matrix like this:

Rows:

• Category[Cat]
• Category[Type]

Columns:

• Months[Month]
• Actuals[Week]

Values:

• Planned[Planned]
• Actuals[Actuals]
• [Planned - Actuals] (Measure)

Now comes the trick parts on the matrix:

• Turn off stepped layout
• Turn off all word wraps
• Drill down on all levels for columns and rows
• Hide the columns:
  • [Planned] on all weeks except the first one
  • [Planned Actuals] On all weeks except on the total column

Should give the result below.

Check PBIX file attach.

Regards,

MFelix

[parry2k]

@Anonymous can you share the data in excel to get you the solution? You can share thru one drive/google drive.

Although seems like what you after is possible. Cheers!!