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Prash546
Helper I
Helper I

How to Sum only selected values in a matrix table

I have the first table which is matix table as of now, I want to insert row highlighted in yellow in second table by addign keyfinancial column by adding fields from Plan to regional update, how to proceed with this?

 

 

1.png

 

2.png

 

1 ACCEPTED SOLUTION
v-cazheng-msft
Community Support
Community Support

Hi,

You can try the following steps.

 

1 Add index to the original table in Power Query

v-cazheng-msft_0-1615453281893.png

 

2 Sort the Key Financials column by index column(Key Financials will display in matrix according to the index)

v-cazheng-msft_1-1615453281897.png

 

3 Create a Calculated table “Second table” in pbix file

 

4 Use this new table(Matrix doesn’t support format Rows as yellow) to create a table visual

 

5 Create a Measure to Conditional format the “Actuals” row

highlight = IF(SELECTEDVALUE('Second table'[Key Financials])="Actuals","yellow")

 

The result looks like this:

v-cazheng-msft_2-1615453281899.png

Here is the pbix.

 

Best Regards,

Caiyun Zheng

 

Is that the answer you're looking for? If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

 

View solution in original post

1 REPLY 1
v-cazheng-msft
Community Support
Community Support

Hi,

You can try the following steps.

 

1 Add index to the original table in Power Query

v-cazheng-msft_0-1615453281893.png

 

2 Sort the Key Financials column by index column(Key Financials will display in matrix according to the index)

v-cazheng-msft_1-1615453281897.png

 

3 Create a Calculated table “Second table” in pbix file

 

4 Use this new table(Matrix doesn’t support format Rows as yellow) to create a table visual

 

5 Create a Measure to Conditional format the “Actuals” row

highlight = IF(SELECTEDVALUE('Second table'[Key Financials])="Actuals","yellow")

 

The result looks like this:

v-cazheng-msft_2-1615453281899.png

Here is the pbix.

 

Best Regards,

Caiyun Zheng

 

Is that the answer you're looking for? If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

 

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