How to Filter and Sort MoM Metrics by Ratio and Amount in Power BI Matrix Table?

[Bhavyasree24]

Hi everyone,

I'm working with a matrix table in Power BI that includes an Amount column and Month-over-Month (MoM%) change over the last 5 years. I want to:

1.Filter the matrix by specific thresholds in both Amount and MoM%, so I can isolate months with unusual changes or high values.

2.Sort the table directly on the MoM% values or Amount within the matrix visual.

3.Compare performance across months and with other clients to identify anomalies or outliers.

Is there a way to implement this directly on the MoM page in Power BI (without jumping between pages or visuals)? Any suggestions on DAX measures, slicers, or visual-level filters that can help with this would be appreciated. Thanks in advance!

[v-kathullac]

Hi @Bhavyasree24  ,

we wanted to kindly follow up to check if the solution provided for the issue worked? or Let us know if you need any further assistance?

If our response addressed, please mark it as Accept as solution and click Yes if you found it helpful.

Regards,

Chaithanya.

[v-kathullac]

Hi @Bhavyasree24  ,

we wanted to kindly follow up to check if the solution provided for the issue worked? or Let us know if you need any further assistance?

If our response addressed, please mark it as Accept as solution and click Yes if you found it helpful.

Regards,

Chaithanya.

[Bhavyasree24]

Any other way we can achieve this by creating any new visuals ? 

[v-kathullac · Accepted solution]

Hi @Bhavyasree24 ,

Can you try with conditional formatting if it works i think 

• Very high % increases (e.g., > 50%)

• Sharp drops (e.g., < -30%)

Go to matrix → Format → Conditional formatting → Select your rule logic.

Regards,

Chaithanya.

[Bhavyasree24]

@Akash_Varuna I have tried above way , but here i want to sort by both month and ratio, I want to compare the performance with prior months to determine if the previous month’s numbers were unusually high or how it compares with other clients.

[v-kathullac]

Hi @Bhavyasree24  ,

we wanted to kindly follow up to check if the solution provided for the issue worked? or Let us know if you need any further assistance?

If our response addressed, please mark it as Accept as solution and click Yes if you found it helpful.

Regards,

Chaithanya.

[Bhavyasree24]

@v-kathullac I am looking for further assistance 

[Akash_Varuna]

@Bhavyasree24 You could try by using visual-level filters to set thresholds for Amount and MoM% directly in the matrix to isolate unusual changes. Create a RankX measure for sorting by MoM% or Amount, or sort directly using the measure in headers. Apply conditional formatting to highlight anomalies such as significant changes in MoM%. Additionally, add slicers for dynamic filtering and bookmarks for seamless navigation of filtered views.