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SanketSk's avatar
SanketSk
Frequent Visitor
8 months ago
Solved

Need Help Creating Matrix layout in Power BI

Hi Team, I am new to Power BI and currently working with multiple tables. I need to create a single Table/Matrix visual that shows Sales and Purchase separately — first displaying monthly Sales quan...
Need Help
  • amitchandak's avatar
    amitchandak
    8 months ago

    SanketSk , You need to use the calculation group. Just create a calculation group with your measures and then you can use them on top of the Column field 

    Calculation Groups- Measure Slicer, Measure Header Grouping, Measure to dimension conversion. Complex Table display : https://youtu.be/qMNv67P8Go0

     

v-sgandrathi's avatar
v-sgandrathi
Community Support
8 months ago

Hi SanketSk,

Thankyou GeraldGEmerick  and amitchandak for your response to the query.

To set up this layout, make sure your date table is correctly marked as a Date table and has relationships with both the Sales and Purchase tables. This will allow the monthly grouping to work properly in the Matrix. You can also create a disconnected helper table for Sales and Purchase labels (such as Sales Qty and Purchase Qty) and use SWITCH() in a single measure to return the right value based on the selected label. This lets you show both Sales and Purchase sections in one Matrix without combining the tables. Place the helper table values in the Rows, the Date hierarchy (Month) in the Columns, and the SWITCH measure in Values. This approach works even if you’re not using Calculation Groups.

Thankyou.