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saddas's avatar
saddas
Frequent Visitor
4 years ago
Solved

How to Create a Chart from a Subtotal Column in a Matrix Visual

As shown below, I have a table (Table 1) in long format with three columns: Period (from 1 to 3), FS_Item (Revenue, COGS, OPEX, Assets), and Amount (numerical). From that table, I can create a Matrix...
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  • themistoklis's avatar
    themistoklis
    4 years ago

    saddas 

     

    Simply create a new measure with the following formula:

    Amount New = CALCULATE(SUM(Sheet1[Amount]), FILTER(Sheet1, Sheet1[FS_Item] IN {"Revenue", "COGS", "OPEX"}))

     

    And then create the table orgraph based on Period and Amount New fields

     

    See attached file:

saddas's avatar
saddas
Frequent Visitor
4 years ago

Great, thanks very much. I had figured out a longer formula (see below), but yours is much more efficient.

Long version of formula:

Amount New = CALCULATE(SUM(Sheet1[Amount]),Sheet1[FS_Item]="Revenue") + CALCULATE(SUM(Sheet1[Amount]),Sheet1[FS_Item]="COGS") + CALCULATE(SUM(Sheet1[Amount]),Sheet1[FS_Item]="OPEX")