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pvb's avatar
pvb
Frequent Visitor
2 years ago
Solved

Dynamic matrix headers for rolling 12 months

Hi all,   I'm currently working on a project to replace a legacy reporting solution with Power BI. One of the reports contains a matrix with the stock ticker on the rows and various KPIs on the co...
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  • Anonymous's avatar
    Anonymous
    2 years ago

    Hi pvb

     

    You can try the following steps:

    1. Create a calculated table as follows. And create a slicer with this table.

     

     

    2. Create a measure as follows:

    value = 
VAR _RANGESTART =
    EOMONTH ( MAX ( 'Date'[Date] ), -13 ) + 1
VAR _RANGEEND =
    MAX ( 'Date'[Date] )
RETURN
    CALCULATE (
        SUM ( 'Table'[KPI] ),
        FILTER ( 'Table', 'Table'[Date] >= _RANGESTART && 'Table'[Date] <= _RANGEEND )
    )

     

    3. Select a matrix visualization as shown here.

     

     

    Is this the result you expect?

     

    Best Regards,
    Community Support Team _Yuliax

     

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Anonymous's avatar
Anonymous
Not applicable
2 years ago

Hi pvb

 

You can try the following steps:

1. Create a calculated table as follows. And create a slicer with this table.

 

 

2. Create a measure as follows:

value = 
VAR _RANGESTART =
    EOMONTH ( MAX ( 'Date'[Date] ), -13 ) + 1
VAR _RANGEEND =
    MAX ( 'Date'[Date] )
RETURN
    CALCULATE (
        SUM ( 'Table'[KPI] ),
        FILTER ( 'Table', 'Table'[Date] >= _RANGESTART && 'Table'[Date] <= _RANGEEND )
    )

 

3. Select a matrix visualization as shown here.

 

 

Is this the result you expect?

 

Best Regards,
Community Support Team _Yuliax

 

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.