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hasarinfareeth
Frequent Visitor

Dynamic calculated column in Matrix Table

Hi 

 

I am tryng to add a dynamic column in a Matrix table visual I need to show 'Up' arrow symbol if the number of tickets closed for current month is more than last month and 'Down' arrow symbol if the number of tickets closed for current month is less than last month for a particular description while keeping last 6 months data. The new column should be part of the below table and the arrows should be shown for each rows based on Jan and Dec numbers. It should automatically work for Feb and Jan when the report is viewed next month with the Feb month data. 

 

Can anyone help me, please?

 

hasarinfareeth_0-1738866211334.png

 

2 ACCEPTED SOLUTIONS
parry2k
Super User
Super User

@hasarinfareeth you can easily use time intelligence function to compare current month value with the previous month. There are many time intelligence videos/posts on how to get previous month data. Once you have that calculation in place than you can use conditional formatting to show arrows.

 

As a best practice, add a date dimension in your model and use it for time intelligence calculations. Once the date dimension is added, mark it as a date table on table tools. Check the related videos on my YT channel

 

Add Date Dimension
Importance of Date Dimension
Mark date dimension as a date table - why and how?
Time Intelligence Playlist

 



Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!

Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo

If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤


Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
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View solution in original post

uzuntasgokberk
Super User
Super User

Hello @hasarinfareeth ,

 

For your case, the field parameter solution is suitable. Please follow these steps:

  1. Create the two required measures.
  2. Open Power BI Desktop and navigate to the Modeling tab.
  3. Click on 'New Parameter (Field)' and select the two measures you created.
  4. Click 'OK' to automatically create a slicer.
  5. Finally, add the column from the table generated by the field parameter to your matrix visualization.

Below are some links that explain how to implement field parameters in detail:
Ms Field parameter: target=_blank target=_blankhttps://community.fabric.microsoft.com/t5/Power-BI-Community-Blog/Field-...
One of my blog I mentioned field parameter detailly: target=_blank target=_blankhttps://medium.com/microsoft-power-bi/field-parameter-dynamic-title-chan...

Kind Regards,
Gökberk Uzuntaş

📌 If this post helps, then please consider Accepting it as a solution and giving Kudos — it helps other members find answers faster!

🔗 Stay Connected:
📘 Medium |
📺 YouTube |
💼 LinkedIn |
📷 Instagram |
🐦 X |
👽 Reddit |
🌐 Website |
🎵 TikTok |




View solution in original post

2 REPLIES 2
uzuntasgokberk
Super User
Super User

Hello @hasarinfareeth ,

 

For your case, the field parameter solution is suitable. Please follow these steps:

  1. Create the two required measures.
  2. Open Power BI Desktop and navigate to the Modeling tab.
  3. Click on 'New Parameter (Field)' and select the two measures you created.
  4. Click 'OK' to automatically create a slicer.
  5. Finally, add the column from the table generated by the field parameter to your matrix visualization.

Below are some links that explain how to implement field parameters in detail:
Ms Field parameter: target=_blank target=_blankhttps://community.fabric.microsoft.com/t5/Power-BI-Community-Blog/Field-...
One of my blog I mentioned field parameter detailly: target=_blank target=_blankhttps://medium.com/microsoft-power-bi/field-parameter-dynamic-title-chan...

Kind Regards,
Gökberk Uzuntaş

📌 If this post helps, then please consider Accepting it as a solution and giving Kudos — it helps other members find answers faster!

🔗 Stay Connected:
📘 Medium |
📺 YouTube |
💼 LinkedIn |
📷 Instagram |
🐦 X |
👽 Reddit |
🌐 Website |
🎵 TikTok |




parry2k
Super User
Super User

@hasarinfareeth you can easily use time intelligence function to compare current month value with the previous month. There are many time intelligence videos/posts on how to get previous month data. Once you have that calculation in place than you can use conditional formatting to show arrows.

 

As a best practice, add a date dimension in your model and use it for time intelligence calculations. Once the date dimension is added, mark it as a date table on table tools. Check the related videos on my YT channel

 

Add Date Dimension
Importance of Date Dimension
Mark date dimension as a date table - why and how?
Time Intelligence Playlist

 



Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!

Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo

If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤


Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.

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