MTD/QTD/YTD not being passed to multiple matrix table values with dynamic X and dynamic Y axis table

[robertpayne2121]

Hi All,

Links attached to pbix and sample data file.

Problem: When using a dynamic X axis and dynamic Y axis, a single value is returned when choosing MTD/QTD/YTD.  I would like to be able to pass multiple measures, i.e. total sales, total COGS, etc through on a matrix table.  However, when passing multiple values through on the matrix table, MTD/QTD/YTD do not affect the matrix table.  I've included a KPI as well, which is respecting the MTD/QTD/YTD slicer.

The MonthYear can be manually set and this affect the matrix table values.  I would like to be able to pass MTD/QTD/YTD to measures in the table.

Link to pbix file: https://www.dropbox.com/s/a5byqrdxqcujlas/Sample_File_Dynamic_YTD_MTD_QTD_w_matrix_table.pbix?dl=0

Link to sample data: https://www.dropbox.com/s/nppq5be6d7thoi8/Financial%20Sample.xlsx?dl=0https://www.dropbox.com/scl/fi...

@DynamicDax 

[amitchandak]

@robertpayne2121 , I think calculation groups can help in this case

refer

Calculation Groups- Measure Slicer, Measure Header Grouping, Measure to dimension conversion. Complex Table display : https://youtu.be/qMNv67P8Go0

[robertpayne2121 · Accepted solution]

Thank You @amitchandak, for pointing me in the right direction.  

Here is a link to a working solution.  Unfortunately, calc groups were needed.  So, no OOB solution to address the issue.  Again, this is sample data.

https://www.dropbox.com/s/xrhyf2bpwe99j3j/Working_Sample_File_Dynamic_YTD_MTD_QTD_w_matrix_table.pbi...

Note:

Needed to create two calculation groups.

1. Calculation group for aggregates
   1. COGS
   2. Sales
   3. Etc
2. A calculation group for Time Intelligence
   1. MTD
   2. QTD
   3. YTD