Forum Discussion
Matrix Visual: Combing Two Calculations and Fields Into Visual
Hi all,
I hope you're all doing well.
I have a task where I need to showcase two calculations on a Matrix Visual:
- A Yearly Calculation for the ones in Green
- A 12 Month Trailing Calculation for the ones in Orange.
The DAX for the 2 calculations have been created and work fine individually. It's when I have to combine the 2 measures into visual in the screenshot.
These are the rules that were provided:
- For the current or max year, only show the 12 Month Trailing Calculation for current/max month, current/max month - 1 and current/max month - 2
- For the previous years, only showing YTD
Any tips or advice on how to show the 2 calculations to get the required view in the screenshot. It would be really appreciated!
I have attached the sample data for the screenshot.
Kind Regards,
Asa
| Month | Year | Attrition |
| Jan | 2023 | 10 |
| Feb | 2023 | 2 |
| Mar | 2023 | 5 |
| Apr | 2023 | 8 |
| May | 2023 | 9 |
| Jun | 2023 | 2 |
| Jul | 2023 | 6 |
| Aug | 2023 | 0 |
| Sept | 2023 | 7 |
| Oct | 2023 | 7 |
| Nov | 2023 | 10 |
| Dec | 2023 | 6 |
| Jan | 2024 | 9 |
| Feb | 2024 | 9 |
| Mar | 2024 | 0 |
| Apr | 2024 | 1 |
| May | 2024 | 2 |
| Jun | 2024 | 5 |
| Jul | 2024 | 8 |
| Aug | 2024 | 5 |
| Sept | 2024 | 4 |
| Oct | 2024 | 10 |
| Nov | 2024 | 2 |
| Dec | 2024 | 1 |
| Jan | 2025 | 3 |
| Feb | 2025 | 2 |
| Mar | 2025 | 2 |
| Apr | 2025 | 0 |
| May | 2025 | 2 |
| Jun | 2025 | 0 |
| Jul | 2025 | 9 |
| Aug | 2025 | 5 |
Hi v-saisrao-msft, I'm looking into the Paginated Report solution and learning about it first. I will revert back once I have designed the view. Thank you!
13 Replies
- johnt75Super User
I think the easiest way would be to create a calculation group with calculation items for each column, something like
Year - 2 = VAR LastDateWithValues = CALCULATE ( MAX ( Sales[Date] ), REMOVEFILTERS () ) VAR Result = CALCULATE ( SELECTEDMEASURE (), 'Date'[Year] = YEAR ( LastDateWithValues - 2 ), REMOVEFILTERS ( 'Date' ) ) RETURN Resultand
Month - 2 = VAR LastDateWithValues = CALCULATE ( MAX ( Sales[Date] ), REMOVEFILTERS () ) VAR RefDate = EOMONTH ( LastDateWithValues, -2 ) VAR DatesToUse = DATESINPERIOD ( 'Date'[Date], RefDate, -12, MONTH ) VAR Result = CALCULATE ( SELECTEDMEASURE (), DatesToUse ) RETURN ResultThe key is to take the MAX of your fact table date column, not of 'Date'[Date].
You could also create a measure for the month name labels like
Label = FORMAT ( MAX ( 'Date'[Date] ), "mmmm" ) - audreygerredSuper User
Hi! You will likely be able to achieve this using pagination/Report Builder. It has less rigid formating than a matrix in Power BI due to its pixel perfect nature.
- v-saisrao-msftCommunity Support
Hi asa70,
Thank you audreygerred,johnt75, for your insights.
If your primary requirement is to replicate the appearance and formatting of the table with grouped headers and custom spans as shown in your screenshot, then using a Paginated Report would be the more suitable choice for your scenario.
Thank you.
- v-saisrao-msftCommunity Support
Hi asa70,
Have you had a chance to review the solution we shared earlier? If the issue persists, feel free to reply so we can help further
Thank you.
- asa70Advocate I
Hi v-saisrao-msft, I'm looking into the Paginated Report solution and learning about it first. I will revert back once I have designed the view. Thank you!
- v-saisrao-msftCommunity Support