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jboice
New Member

Help creating a measure to show cumulative values by week and category within a matrix visual

Hi folks, Hopng someone can help show me how to create a measure to populate a matrix visual as described below

 

Here is an example of my source data:

 

WeekCategoryValue
9/2/2023A1
9/2/2023C4
9/2/2023D5
9/9/2023A7
9/9/2023B3
9/9/2023D5
9/16/2023A4
9/16/2023B7
9/16/2023C8

 

 

From this data I am trying to create a matrix visual that resembles the following:

 

WeekCumulative Value
9/2/2023 10
A1
B0
C4
D5
9/9/202325
A8
B3
C4
D10
9/16/202344
A12
B10
C12
D10
Total44

 

 

Note each week includes the cumulative total up through that week, as well as the cumulative totals for each category (to show what is comprising the cumulative total at that week).

 

Each week shows all categories and their respective cumulative values through that week (or at least, each week should begin including them the first time they register a value, then continue including for subsequent weeks even in weeks when they do not register a new value)

 

Categories only appear in the data when they have registered a value for that week (otherwise they do not appear in the data for that week. For example in above data, Category "D" in week 9/16/2023)

 

Thank you for your help!

1 ACCEPTED SOLUTION
lbendlin
Super User
Super User

create a proper data model

lbendlin_0-1701636624667.png

To report on things that are not there you need to use a crossjoin and a measure.

Cumul = 
var w = max(Weeks[Week])
return 0+CALCULATE(sum(Facts[Value]),Weeks[Week]<=w)

lbendlin_1-1701636689159.png

 

 

 

View solution in original post

2 REPLIES 2
lbendlin
Super User
Super User

create a proper data model

lbendlin_0-1701636624667.png

To report on things that are not there you need to use a crossjoin and a measure.

Cumul = 
var w = max(Weeks[Week])
return 0+CALCULATE(sum(Facts[Value]),Weeks[Week]<=w)

lbendlin_1-1701636689159.png

 

 

 

Brilliant, thank you!

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