Forum Discussion

asa70's avatar
asa70
Advocate I
11 months ago
Solved

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:

 

  1. A Yearly Calculation for the ones in Green 
  2. 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:

  1. 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
  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 YearAttrition
Jan202310
Feb20232
Mar20235
Apr20238
May20239
Jun20232
Jul20236
Aug20230
Sept20237
Oct20237
Nov202310
Dec20236
Jan20249
Feb20249
Mar20240
Apr20241
May20242
Jun20245
Jul20248
Aug20245
Sept20244
Oct202410
Nov20242
Dec20241
Jan20253
Feb20252
Mar20252
Apr20250
May20252
Jun20250
Jul20259
Aug20255
  • asa70's avatar
    asa70
    10 months ago

    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

  • 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
        Result
    

    and 

    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
        Result
    

    The 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" )
    

     

  • 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.

  • 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.

     

  • 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.

    • asa70's avatar
      asa70
      Advocate 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!