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FrancescoSCP's avatar
FrancescoSCP
Icon for Helper IV rankHelper IV
7 years ago

Group measures by column field in matrix

Hi guys,

 

i need to group measures in a matrix by a specific field.

 

Let's make an example. This is what i want:

 

But with Power BI desktop the result is:

 

Is there a way to group measures like in the first image?

 

Thanks in advance.

 

Francesco

11 Replies

    • FrancescoSCP's avatar
      FrancescoSCP
      Icon for Helper IV rankHelper IV

      Hi, thanks for this.

       

      But what are the contraindications for unpivot columns? I use this two measures also in other tables and graphs.

       

      Thanks,

      Francesco

      • FrancescoSCP's avatar
        FrancescoSCP
        Icon for Helper IV rankHelper IV

        Hi,

         

        i've tried this solution but i have the measure always grouped.

         

        This mean that i can not use either SALES or ORDERS alone in one visualization. Right?

         

        EDIT: i can duplicate the measures column and then do the unpivot. But on the other hand it multiplies the number of record of my tables.

         

        I think i have to wait for an improvement of the matrix visualization.

         

        Thanks,

        Francesco

  • Hi,

    First of all, thank you very much for your assistance in resolving my problem. Going forward, I have an additional step to address. Please assist.

    When I try to group the measures with columns in power bi, I get an error, so I created a new table with records of measures in columns and created a calculated column for grouping. Please review the steps below.

    Step 1: Choose the enter data option and group the column into the calculated measures

     

     

    Step 2: Add a column for the measure name, as well as a column for the index number, to the custom table.

     

     



    Step 3: When the table is created then we will group the Metric column into sub column

     

     



    -> Use the new group option

     

     
    Step 4: Add the subcategory name to the category name

     

     



    Step 5: Create a group table with metric type column and metric subcolumn

     

     



    Step 6: Adding the column corresponding to the group table and entering the measure shown in the image

     

     



    Step 7: As a final step, we grouped the calculated measures (Month 1 & Month 2) by column and created a matrix

     

     



    -> Here is a code for your reference

    Month 1 = IF('Table'[Metric Type]="Book Size and Growth" && 'Table'[Metric]="AUM (Rs Cr)", 'Key Measure'[AUM (Rs Cr)_],

    IF('Table'[Metric Type]="Book Size and Growth" && 'Table'[Metric]="Live Accounts", [Live Accounts Latest Month],

    IF('Table'[Metric Type]="Book Size and Growth" && 'Table'[Metric]="Cumulative Disbursement (Rs Cr)", [Cumulative Disbursement (Rs Cr) Latest Month],

    IF('Table'[Metric Type]="Book Size and Growth" && 'Table'[Metric]="Average Ticket Size (Rs Lacs)", [Average Ticket Size (Rs Lacs)_],

    IF('Table'[Metric Type]="Entry Rates" && 'Table'[Metric]="% Bounce Rate (Bucket X)", [% Bounce Rate (Bucket X) Latest Month],

    IF('Table'[Metric Type]="Entry Rates" && 'Table'[Metric]="Total Bounce Rate", [Total Bounce Rate],

    IF('Table'[Metric Type]="Entry Rates" && 'Table'[Metric]="X+ Amt% excl.  w/o", [X+ Amt% excl.  w/o],

    IF('Table'[Metric Type]="Portfolio Performance" && 'Table'[Metric]="30+ Amt% excl. w/o", [30+ Amt% excl. w/o Latest Month],

    IF('Table'[Metric Type]="Portfolio Performance" && 'Table'[Metric]="90+ Amt% excl. w/o", [90+ Amt% excl. w/o Latest Month],

    IF('Table'[Metric Type]="Portfolio Performance" && 'Table'[Metric]="Current Year w/o (Rs Cr)", [Current Year w/o (Rs Cr)],

    IF('Table'[Metric Type]="Portfolio Performance" && 'Table'[Metric]="Current Year w/o  (% wrt Mar NEA)", [Current Year w/o  (% wrt Mar NEA)],

    IF('Table'[Metric Type]="Portfolio Performance" && 'Table'[Metric]="Cumulative w/o stock (Rs Cr)", [Cumulative w/o stock (Rs Cr) Latest Month],

    IF('Table'[Metric Type]="Portfolio Performance" && 'Table'[Metric]="Cumulative w/o stock % (% wrt till last Mar cumulative Disb)", [Cumulative w/o stock % (% wrt till last Mar cumulative Disb)],

    IF('Table'[Metric Type]="Portfolio Performance" && 'Table'[Metric]="COVID-19 restructuring (Rs Cr)", [COVID-19 restructuring (Rs Cr) Latest Month],

    IF('Table'[Metric Type]="Portfolio Performance" && 'Table'[Metric]="COVID-19 restructuring (%)", [COVID-19 restructuring (%) Latest Month],

    IF('Table'[Metric Type]="Portfolio Performance" && 'Table'[Metric]="Stress Portfolio (% NEA)", [Stress Portfolio (% NEA) Latest Month]

    ))))))))))))))))

    • Anonymous's avatar
      Anonymous
      Not applicable

      Can this matrix visual interact with Slicers in PBI?

  • Hi. That was an excellent solution. Is there any way to achieve the same results without switch or if??