Matrix table advise on Actual vs Forecast

[Anonymous]

Dear all the expert,

I am playing with actual, forecast ( I have these in indivdual tables and connected with a date calendar table), and I am wonder if it possible to present data in this format , basically I wish with compare what are my past actual sales by customers, and the sales+forecast this year, and what did my customer projected for next year so that I could see which customer is not projecting . If I could see the top 5 customer & bottom customer will be great! But firstly I hope to achieve this if this type of visual is possible : 

I check the selectedvalue options... but it doesnt give me a positive result....what else I could do? Or I need to use switch?

Looking forward to some pointers.

Many thanks, Val

[Anonymous]

Hi @Anonymous ,

For Matrix alone doesn't give you the full effect you want on the picture. Can you please provide specific table data and complete table information?

Best Regards

Yilong Zhou

[Anonymous]

@Anonymous  Kindly find my sample from this link ( I think I cannot drop an excel file in here) : https://www.dropbox.com/scl/fi/ri9sp346uwi3swjtwk271/SampleData.xlsx?rlkey=rwyjxe41wg32d4tejvb3316hx...

[Ritaf1983]

Hi @Anonymous 
ndeed, you were on the right track. The layout shown in the picture is possible, except for merging cells in the Actual.
To create it, you need to prepare an unrelated table that will return the required hierarchies
(years + measure type+ customers), and from there, use a dynamic measure, a SWITCH with SELECTEDVALUE.
The video guide for using dynamic measures:
https://www.youtube.com/watch?v=ODNsd1G4tDM

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