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gmat
Helper I
Helper I

Formatting Year Over Month in Matrix

I'm currently working on creating a reporting packet in Power BI, and I've encountered a formatting challenge that I hope someone can help me with.

 

I have set up a matrix with a hierarchy where the main column represents the year and the sub-columns represent the months within that year. However, I would like to adjust the formatting so that each month also displays the corresponding year it.

For example, instead of just seeing "May" I would like the top column header to also read 2023 instead of being blank. 

 

I understand that this is likely a formatting issue, but I'm unsure of the exact steps to achieve this desired layout. Any guidance or suggestions on how to accomplish this would be greatly appreciated.

 

 

gmat_1-1712611970599.png

 

 

1 ACCEPTED SOLUTION
danextian
Super User
Super User

Hi @gmat ,

You can sort of achieve this by adding a calcualted column of year with an extra space/s after the year based on the month number but take note that each year in the calculated column will have its owns subtotal if enabled each new being a distinct value.  Please see attached pbix for your reference

danextian_0-1712618472294.png

danextian_1-1712618581790.png

 





Dane Belarmino | Microsoft MVP | Proud to be a Super User!

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"Tell me and I’ll forget; show me and I may remember; involve me and I’ll understand."
Need Power BI consultation, get in touch with me on LinkedIn or hire me on UpWork.
Learn with me on YouTube @DAXJutsu or follow my page on Facebook @DAXJutsuPBI.

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4 REPLIES 4
danextian
Super User
Super User

Hi @gmat ,

You can sort of achieve this by adding a calcualted column of year with an extra space/s after the year based on the month number but take note that each year in the calculated column will have its owns subtotal if enabled each new being a distinct value.  Please see attached pbix for your reference

danextian_0-1712618472294.png

danextian_1-1712618581790.png

 





Dane Belarmino | Microsoft MVP | Proud to be a Super User!

Did I answer your question? Mark my post as a solution!


"Tell me and I’ll forget; show me and I may remember; involve me and I’ll understand."
Need Power BI consultation, get in touch with me on LinkedIn or hire me on UpWork.
Learn with me on YouTube @DAXJutsu or follow my page on Facebook @DAXJutsuPBI.

This is very helpful. I imported your calendar table.. Do you know how to sort these so it is from oldest to newest.. April 2023 - March 2024

gmat_0-1712621637164.png

 

I believe there is a YYYYMM column in there which can be used as a sort by column.





Dane Belarmino | Microsoft MVP | Proud to be a Super User!

Did I answer your question? Mark my post as a solution!


"Tell me and I’ll forget; show me and I may remember; involve me and I’ll understand."
Need Power BI consultation, get in touch with me on LinkedIn or hire me on UpWork.
Learn with me on YouTube @DAXJutsu or follow my page on Facebook @DAXJutsuPBI.
vicky_
Super User
Super User

I think you're looking for an option to repeat the column headers? Unfortunately, that option isn't available for the Matrix visual (no clue why). 
There's a few options - if it's for readability, you can consider turning on the vertical grid lines. Or you can try removing the heirarchy, and instead using a calculated column for month year value in the matrix. 

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