Matrix Data Showing Based on Year/Month Slicer Selection

[NickProp28]

Dear community, 

Good day to you!

In my report, I have categorized outstanding amounts under different time periods such as Current, 1 period, 2 period, 3 period, and 4 period+ based on today's date (7 March 2023). To provide some context, Current refers to outstanding amounts with post dates in the current month, while 1 period refers to amounts with post dates in the previous month, and so on.

Now, I have added a year and month slicer to my report, and I have set it to single selection. I would like to know if it is possible to display the outstanding amounts according to the selected year and month. For instance, if I select Year 2023 and month January, the matrix table should show year 2023 Jan as 'Current', 2022 Dec as '1 period', 2022 Nov as '2 period' and so on, and sum the outstanding amount for each period.

I would greatly appreciate any help or guidance you can provide to achieve this result.

Please find my pbix file attached for your reference.

Pbix: https://drive.google.com/file/d/1jOZrjlTcDxJL3AQ15kBX8y4IYOGpoYIg/view?usp=sharing

[amitchandak]

@NickProp28,

If you same column to drive the Sort column you will get that , do it like

Col 1 = [Col]

Col sort =  <Sort logic based on Col>

Then Mark Col Sort as Col1 Sort column and use col1 in visual

How to Create Sort Column and Solve Related Errors:
https://www.youtube.com/watch?v=KK1zu4MBb-c