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Sunkari
Responsive Resident
Responsive Resident

Need help on custom table/matrix format

Hi All,

 

We need to create following using Power BI Table or Matrix. Rows contain different metrics and columns are different time periods. Could you please provide inputs in getting follow structure.

 

PeriodThree Months BackTwo Months BackPrevious MonthCurrent MonthYTD
Metric     
Metrc1100150200120570
Metrc2200100250220770
Metrc33002003003001100
1 ACCEPTED SOLUTION
Anonymous
Not applicable

Hi @Sunkari,

 

I'd like to suggest you create four measures to calculate these result, then drag them to matrix with Period as Rows field, date as Columns field.

 

Perv Month = 
var temp=LASTNONBLANK(Smaple[Type],[Type])
var calculateDate=DATE(MAX([Date].[Year]),MAX([Date].[MonthNo])-1,MAX([Date].[Day]))
Return
SUMX(FILTER(ALL(Smaple),[Type]=temp&&FORMAT([Date],"yyyy mmm")=FORMAT(calculateDate,"yyyy mmm")),[Amount])

Perv 2 Month = 
var temp=LASTNONBLANK(Smaple[Type],[Type])
var calculateDate=DATE(MAX([Date].[Year]),MAX([Date].[MonthNo])-2,MAX([Date].[Day]))
Return
SUMX(FILTER(ALL(Smaple),[Type]=temp&&[Date].[MonthNo]=MONTH(calculateDate)&&[Date].[Year]=YEAR(calculateDate)),[Amount])

Perv 3 Months = 
var temp=LASTNONBLANK(Smaple[Type],[Type])
var calculateDate=DATE(MAX([Date].[Year]),MAX([Date].[MonthNo])-3,MAX([Date].[Day]))
Return
SUMX(FILTER(ALL(Smaple),[Type]=temp&&[Date].[MonthNo]=MONTH(calculateDate)&&[Date].[Year]=YEAR(calculateDate)),[Amount])

YTD = 
var temp=LASTNONBLANK(Smaple[Type],[Type])
var calculateDate=DATE(MAX([Date].[Year]),1,1)
Return
SUMX(FILTER(ALL(Smaple),[Type]=temp&&[Date]>=calculateDate&&[Date]<=MAX(Smaple[Date])),[Amount])

 

 

Capture.PNG

 

BTW, current table/matrix not support auto summary the previous value.

 

Regards,

Xiaoxin Sheng

View solution in original post

4 REPLIES 4
Anonymous
Not applicable

Hi @Sunkari,

 

I'd like to suggest you create four measures to calculate these result, then drag them to matrix with Period as Rows field, date as Columns field.

 

Perv Month = 
var temp=LASTNONBLANK(Smaple[Type],[Type])
var calculateDate=DATE(MAX([Date].[Year]),MAX([Date].[MonthNo])-1,MAX([Date].[Day]))
Return
SUMX(FILTER(ALL(Smaple),[Type]=temp&&FORMAT([Date],"yyyy mmm")=FORMAT(calculateDate,"yyyy mmm")),[Amount])

Perv 2 Month = 
var temp=LASTNONBLANK(Smaple[Type],[Type])
var calculateDate=DATE(MAX([Date].[Year]),MAX([Date].[MonthNo])-2,MAX([Date].[Day]))
Return
SUMX(FILTER(ALL(Smaple),[Type]=temp&&[Date].[MonthNo]=MONTH(calculateDate)&&[Date].[Year]=YEAR(calculateDate)),[Amount])

Perv 3 Months = 
var temp=LASTNONBLANK(Smaple[Type],[Type])
var calculateDate=DATE(MAX([Date].[Year]),MAX([Date].[MonthNo])-3,MAX([Date].[Day]))
Return
SUMX(FILTER(ALL(Smaple),[Type]=temp&&[Date].[MonthNo]=MONTH(calculateDate)&&[Date].[Year]=YEAR(calculateDate)),[Amount])

YTD = 
var temp=LASTNONBLANK(Smaple[Type],[Type])
var calculateDate=DATE(MAX([Date].[Year]),1,1)
Return
SUMX(FILTER(ALL(Smaple),[Type]=temp&&[Date]>=calculateDate&&[Date]<=MAX(Smaple[Date])),[Amount])

 

 

Capture.PNG

 

BTW, current table/matrix not support auto summary the previous value.

 

Regards,

Xiaoxin Sheng

Sunkari
Responsive Resident
Responsive Resident

Thanks bro.I will try this and let you know.

Sunkari
Responsive Resident
Responsive Resident

@Phil_Seamark: Any inputs

Sunkari
Responsive Resident
Responsive Resident

@v-ljerr-msft:Any inputs

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