Forum Discussion

Pikachu-Power's avatar
Pikachu-Power
Impactful Individual
5 years ago
Solved

Matrix with Year/Month and LastYear/OneMonth

hello all,   i am looking for a matrix like:     If i choose for example the first 9 month and the year 2020 i want to see (beside choosen year and 9 month) the last two years with the last ...
Need Help
  • v-alq-msft's avatar
    v-alq-msft
    5 years ago

    Hi, Pikachu-Power 

     

    Based on your description, I created data to reproduce your scenario. The pbix file is attached in the end.

    Table:

     

    YM(a calculated table):

    YM = DISTINCT('Table'[YearMonth])

     

    There is no relationship betweent two table. You may create a measure as below.

    Result = 
var x = MAX('YM'[YearMonth])
var y = VALUE(LEFT(x,4))
var m = VALUE(RIGHT(x,2))
return
IF(
    MAX('Table'[YearMonth])<=x,
    IF(
        MAX('Table'[Year])=y,
        IF(
            MAX('Table'[Month])<=m,
            1,0
        ),
        IF(
            MAX('Table'[Month])=m,
            1,0
        )
    ),
    0
)

     

    Then you need to put the measure in the visual level filter and use 'YearMonth' column from 'YM' table to filter the result.

     

    Best Regards

    Allan

     

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

lbendlin's avatar
lbendlin
Super User
5 years ago

Let's assume we have a table with sample data

 

Table = ADDCOLUMNS(CALENDAR("2018-01-01","2021-12-31"),"Value",RANDBETWEEN(0,10),"MonthNum",MONTH([Date]),"Month",format([Date],"MMM"),"Year",YEAR([Date]))

 

Next step is to create disconnected tables that feed the Month and Year slicer

 

MSlicer = SUMMARIZE('Table','Table'[Month],'Table'[MonthNum])

YSlicer = VALUES('Table'[Year])

 

These slicers need to be made Single select.

 

next, add a measure.

 

Include := switch(true(),min('Table'[Year])=SELECTEDVALUE(YSlicer[Year]) && min('Table'[MonthNum])<SELECTEDVALUE(MSlicer[MonthNum]),1,
min('Table'[MonthNum])=SELECTEDVALUE(MSlicer[MonthNum]),1,0)

 

Then create your matrix visual, and add the measure to the visual filters, setting the filter to Include = 1

 

The result is as you expect. However you have a problem with the sorting of the years - I leave it up to you to decide how to do that.

 

 

  • Pikachu-Power's avatar
    Pikachu-Power
    Impactful Individual
    5 years ago

    Interesting solution, thanks. But the sorting will be really a problem. Is it possible to sort like in my picure? I also cant sort the month for the current year like in your case... the matrix only sorts for values. 

     

    And something like 2020 01, 2020 02 would make the table too wide.