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Hikmet_JCI's avatar
Hikmet_JCI
Helper I
1 year ago
Solved

Need help matrix table

Hello everyone Need help? I have a table with these columns: Name, FY, YP, Target, Actual, Lead and two calculated columns: Quota (%), (Actual/Target) I need a new column: WENN Lead <=0, "S" ...
Need Help
  • v-priyankata's avatar
    v-priyankata
    1 year ago

    Hi  Hikmet_JCI 

    Thank you for using Microsoft Community Forum.

     

    You can absolutely use your logic both in a calculated column for a table and in a matrix visual in Power BI. Here’s how you can approach both:

     

    1. Calculated Column in a Table, To display this classification logic in a table visual, create a calculated column in Power BI using this DAX:

     

    Category = IF ('Table'[Lead] <= 0 && 'Table'[Quota (%)] < 0.80,
        "SS",IF ('Table'[Lead] = 0,"S",IF ('Table'[Lead] < 4,"L",IF ('Table'[Lead] = 4,"M","H"))))

     

    • Go to your table in Data view. Click New Column and paste the above code. this will create a new column (e.g., Category) with values like SS, S, L, M, or H depending on your conditions.

     

    2. Use in a Matrix Visual, Now that you've created the column:

    • Add a Matrix visual to your report.
    • Use the new Category column in Rows or Columns, depending on how you want to group.
    • Add your numeric values (e.g., Lead, Quota (%), etc.) in Values.
    • You can also use the same logic directly in a measure if needed for calculations.

     

    If this information is helpful, please “Accept as solution” and give a "kudos" to assist other community members in resolving similar issues more efficiently.
    Thank you.

v-priyankata's avatar
v-priyankata
Community Support
1 year ago

Hi  Hikmet_JCI 

Thank you for using Microsoft Community Forum.

 

You can absolutely use your logic both in a calculated column for a table and in a matrix visual in Power BI. Here’s how you can approach both:

 

1. Calculated Column in a Table, To display this classification logic in a table visual, create a calculated column in Power BI using this DAX:

 

Category = IF ('Table'[Lead] <= 0 && 'Table'[Quota (%)] < 0.80,
    "SS",IF ('Table'[Lead] = 0,"S",IF ('Table'[Lead] < 4,"L",IF ('Table'[Lead] = 4,"M","H"))))

 

  • Go to your table in Data view. Click New Column and paste the above code. this will create a new column (e.g., Category) with values like SS, S, L, M, or H depending on your conditions.

 

2. Use in a Matrix Visual, Now that you've created the column:

  • Add a Matrix visual to your report.
  • Use the new Category column in Rows or Columns, depending on how you want to group.
  • Add your numeric values (e.g., Lead, Quota (%), etc.) in Values.
  • You can also use the same logic directly in a measure if needed for calculations.

 

If this information is helpful, please “Accept as solution” and give a "kudos" to assist other community members in resolving similar issues more efficiently.
Thank you.