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Anonymous
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4 years ago
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Grouping dates in a matrix

Hello everyone,   I've been trying to get my matrix to aggregate data for years prior or later than this year together. While data from this year is broken down to months Like this:     2022 ...
  • PaulDBrown's avatar
    PaulDBrown
    4 years ago

    See if this works for you. You need to create a table which has the layout you need. In my example I have a date table, so I am creating the Matrix Layout table referencing the Date Table and adding the Prior and After rows as follows:

    Matrix Layout =
    VAR _Current =
        CALCULATETABLE (
            SUMMARIZE (
                'Date Table',
                'Date Table'[Year],
                'Date Table'[Month],
                'Date Table'[MonthNum]
            ),
            'Date Table'[Year] = YEAR ( TODAY () )
        )
    VAR _otherPeriods =
        { ( "Prior to", YEAR ( TODAY () ), 0 ), ( "After", YEAR ( TODAY () ), 13 ) }
    RETURN
        UNION ( _Current, _otherPeriods )
    

    Once the table is loaded, I'm adding a sorting order for the "Year" column using:

    Sort = 
    SWITCH(
        'Matrix Layout'[MonthNum],
        0,1,
        13, 3,
        2)

    To get:

    The model is as follows:

     

     Sort the "Year" column by "Sort"; Sort the "Month" column by "MonthNum" column.

    Create the following measure (I'm using a simple SUM for the calculations, so use whatever you need)

    Final Measure =
    VAR _Prior =
        CALCULATE (
            [Sum Sales],
            FILTER ( ALL ( 'Date Table' ), 'Date Table'[Year] < YEAR ( TODAY () ) )
        )
    VAR _After =
        CALCULATE (
            [Sum Sales],
            FILTER ( ALL ( 'Date Table' ), 'Date Table'[Year] > YEAR ( TODAY () ) )
        )
    VAR _Current =
        CALCULATE (
            [Sum Sales],
            TREATAS ( VALUES ( 'Matrix Layout'[Month] ), 'Date Table'[Month] ),
            FILTER ( 'Date Table', 'Date Table'[Year] = YEAR ( TODAY () ) )
        )
    RETURN
        SWITCH (
            SELECTEDVALUE ( 'Matrix Layout'[MonthNum] ),
            0, _Prior,
            13, _After,
            _Current
        )
    

    Now create the matrix visual with the fields from the Matrix Layout table, whatever you need as rows and the [Final measure] to get:

     I've attached the sample PBIX file