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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.
Solved! Go to Solution.
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
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
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
I believe there is a YYYYMM column in there which can be used as a sort by column.
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.