Financial Reporting Matrix Profitbase NEED HELP

[Krijgersss]

Hello i need some help with the visual "FInancial Rpeorting Matrix By Profit base"

i want te make a tabel with 3 colums like the table below. i need some help with my total Colum and my % colum.  i need to make those 2 colums myself. i want to have a new total colum that the values will be empty and it gives me a total of the valaus of description same as my % colum. 

i think it has to something like this 

IF(RowLevel() = "Total", "value $", blank())

so "trading deals" is the name etc etc

[rohit1991 · Accepted solution]

Hi @Krijgersss

To achieve this, you need to use DAX measures that check whether the current row is a detail row or a total row, using the HASONEVALUE function. If it’s a detail row, the measure returns blank; if it’s a total row, the measure returns the sum or percentage. See below code references.

Total = 
IF(
    HASONEVALUE('Table'[Description]),
    BLANK(),
    SUM('Table'[value $])
)

Percent = 
IF(
    HASONEVALUE('Table'[Description]),
    BLANK(),
    30  // Replace 30 with your own calculation if needed
)

[v-aatheeque]

Hi @Krijgersss ,
Thanks for reaching out to Fabric Community Forum.
@rohit1991  Thanks for your prompt response. In addition to that let me add more insights,

Following the DAX solution shared earlier by @rohit1991 , I’ve implemented it on my side. Here is the expected output along with the attached PBIX file.

Hope this helps !!

[v-aatheeque]

Hi @Krijgersss 

Just a quick reminder  your query regarding the custom Total and % columns in the "Financial Reporting Matrix by Profit Base" visual was already addressed earlier.

A working DAX solution along with a sample file was shared by the @rohit1991 @bhanu_gautam  to help replicate and resolve the behavior you're targeting.

Please feel free to follow up if any additional clarification is needed.

[v-aatheeque]

Hi @Krijgersss 

Just checking your question about custom Total and % columns in the "Financial Reporting Matrix by Profit Base" visual has already been addressed.
@rohit1991  @bhanu_gautam  shared a working DAX solution and a sample file to help replicate and resolve the issue.

Let us know if you need any further clarification.

[v-aatheeque]

Hi @Krijgersss 

Following up on your question about creating the Total and % columns in the "Financial Reporting Matrix by Profit Base" visual. We had shared a sample PBIX file, expected output, and the DAX formulas earlier. Were you able to try them out, and did they resolve your issue?

If we don’t hear back, we may close this thread in line with our community guidelines, but you’re always welcome to post a new query anytime.
Thank you for being part of the Microsoft Fabric Community!

Looking forward for your response !

[bhanu_gautam]

@KrijgersssY ou can create a calculated column that will show the total value for each description. Use the following 

DAX
Total =
IF(
ISINSCOPE('YourTable'[Description]),
BLANK(),
SUM('YourTable'[value $])
)

You can create another calculated column to calculate the percentage of each value relative to the total. Use the following DAX formula:

DAX
% =
IF(
ISINSCOPE('YourTable'[Description]),
BLANK(),
DIVIDE(SUM('YourTable'[value $]), CALCULATE(SUM('YourTable'[value $]), ALL('YourTable')))
)

Add a matrix visual to your report and place the "Description" in the Rows, "value $" in the Values, and the newly created "Total" and "%" columns in the Values as well.

[Krijgersss]

this wont work for me because i have to use the Financial reporting matrix by profit base because my total row has to be made by hand just as in excel to "add a Row after"