Forum Discussion

_bs_'s avatar
_bs_
Advocate I
9 months ago
Solved

Matrix design help

Hello, I have a fact table showing Projects with roles and the planned hours & revenue along with actual hours & revenue. Sample data of fact: This joins to Date table using the FinishDate co...
Need Help
  • v-prasare's avatar
    v-prasare
    7 months ago

    Hi _bs_ ,

    Power BI Matrix visuals have inherent limitations. Row headers can only come from table columns, not measures, so measures like Planned Hours and Planned Revenue cannot be placed directly in Rows and are evaluated only in the Values area. Additionally, the Matrix does not natively support combining static planned values with time-based actuals.

     

    If the issue still persists on your end, we recommend reaching out to our Power BI certified solution partners. These are highly experienced professionals who can provide in-depth technical assistance and offer tailored solutions based on your specific needs. You can explore the list of trusted partners here:

    Power BI Partners | Microsoft Power Platform

    You’re always welcome to continue engaging with the community as well,
    Should you need further assistance in the future, we encourage you to reach out via the Microsoft Fabric Community Forum and create a new thread.
    we truly appreciate your active participation in the Microsoft Fabric Community.

     

     

    Thanks,

    Prashanth

     

danextian's avatar
danextian
Super User
9 months ago

Hi _bs_ 

 

What you're trying to achieve while possible isn't doable out of the box. This will require a disconnected table containing a column for the month names + total and variance, a column for the subheaders (actual revenue, actual hours, revenue, hours) and then a sort column and possibly a column for the format strings (currency, percentage, whole number, etc). The column values to show are controlled by a measure referencing those.

 

 

Attached are sample pbix files for your reference. 

  • _bs_'s avatar
    _bs_
    Advocate I
    8 months ago

    Thank you danextian, I will look at your examples and attempt to replicate and let you how I get on.

    • _bs_'s avatar
      _bs_
      Advocate I
      8 months ago

      Hi danextian, I've had partial success.

      By using the nested headers example I am able to produce a visual showing the actuals by year/month/role and understand how the CROSSJOIN works.

       

      I'm struggling with how VAR _Type works.

      Each Project ID can have more than 1 role, therefore Planned Effort & Revenue needs to be aggreagated by Role per Project.

      Any suggestions?

      Thanks

      • v-prasare's avatar
        v-prasare
        Community Support
        8 months ago

        Hi _bs_,

        did your query got resolved or you still needed help here. if your query got respolved, can you please share your solution here this will be helpful for other users with similar issues.

         

         

        thanks,

        Prashanth