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Anonymous
Not applicable

Need help on how to calculate this in a Matrix Visual

I have a Matrix Visual 

 

where I have the data as shown below 

Metric Type ColStatic ColKPI ColumnJan-23Feb-23Mar-23Apr-23Year Month
calls offered N/Asmarygigloki_0-1717646216668.png

 

1,234,332  143,223  1,343,232  223,244 
Calls HandledN/Asmarygigloki_0-1717646216668.png344,234  445,432  33,443  333,432 
Abanded rate5%smarygigloki_1-1717646255070.png

 

3.13%1.44%1.56%4.22% 

 

The Values in the Matrix are coming from a Dynamic KPI

 

problem:

 

The KPI Column Image should change with upward or down ward arrow mark 

 

and the logic we need to use is based on the Difference in change between March to Feb 2023 ( difference in Previous month to Prior Month)

 

based on this logic the KPI Value shoudl change accordingly across all rows of Metric type.

 

can some one please help me on how to acheive this ?

 

Just incase the html is not properly aligned , I'm attaching a screenshot as well 

 

smarygigloki_0-1717646953320.png

 

Thanks,

Loki

 

1 ACCEPTED SOLUTION
Anonymous
Not applicable

Thanks for the reply from @rajendraongole1 , please allow me to provide another insight: 
Hi  @Anonymous ,

 

Here are the steps you can follow:

1. Create calculated table.

Table2 =
VAR _table1 =
    SUMMARIZE (
        'Table',
        [Metric Type Col],
        [Month],
        "Value",
            SUMX (
                FILTER (
                    ALL ( 'Table' ),
                    'Table'[Metric Type Col] = EARLIER ( 'Table'[Metric Type Col] )
                        && 'Table'[Month] = EARLIER ( 'Table'[Month] )
                ),
                [Value]
            )
    )
VAR _table2 =
    SUMMARIZE (
        'Table',
        [Metric Type Col],
        "Month", " KPI Column",
        "Value",
            IF (
                SUMX (
                    FILTER (
                        ALL ( 'Table' ),
                        'Table'[Metric Type Col] = EARLIER ( 'Table'[Metric Type Col] )
                            && YEAR ( 'Table'[Date] ) = YEAR ( TODAY () )
                            && MONTH ( 'Table'[Date] )
                                = MONTH ( TODAY () ) - 1
                    ),
                    [Value]
                )
                    >= SUMX (
                        FILTER (
                            ALL ( 'Table' ),
                            'Table'[Metric Type Col] = EARLIER ( 'Table'[Metric Type Col] )
                                && YEAR ( 'Table'[Date] ) = YEAR ( TODAY () )
                                && MONTH ( 'Table'[Date] )
                                    = MONTH ( TODAY () ) - 2
                        ),
                        [Value]
                    ),
                UNICHAR ( 9650 ),
                UNICHAR ( 128315 )
            )
    )
RETURN
    UNION ( _table1, _table2 )

vyangliumsft_0-1718010468069.png

Sort_Tbale =
SUMMARIZE (
    'Table2',
    [Month],
    "Index",
        IF (
            MINX ( FILTER ( ALL ( 'Table' ), [Month] = EARLIER ( [Month] ) ), [Date] )
                = BLANK (),
            MINX ( ALL ( 'Table' ), [Date] ) - 1,
            MINX ( FILTER ( ALL ( 'Table' ), [Month] = EARLIER ( [Month] ) ), [Date] )
        )
)

vyangliumsft_1-1718010468070.png

2. Select [Month] – Sort by Column – [Index] .

vyangliumsft_2-1718010546483.png

3. Joining a relationship between two tables。

vyangliumsft_3-1718010546485.png

4. Result:

vyangliumsft_4-1718010568097.png

Best Regards,

Liu Yang

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

View solution in original post

4 REPLIES 4
Anonymous
Not applicable

Thanks for the reply from @rajendraongole1 , please allow me to provide another insight: 
Hi  @Anonymous ,

 

Here are the steps you can follow:

1. Create calculated table.

Table2 =
VAR _table1 =
    SUMMARIZE (
        'Table',
        [Metric Type Col],
        [Month],
        "Value",
            SUMX (
                FILTER (
                    ALL ( 'Table' ),
                    'Table'[Metric Type Col] = EARLIER ( 'Table'[Metric Type Col] )
                        && 'Table'[Month] = EARLIER ( 'Table'[Month] )
                ),
                [Value]
            )
    )
VAR _table2 =
    SUMMARIZE (
        'Table',
        [Metric Type Col],
        "Month", " KPI Column",
        "Value",
            IF (
                SUMX (
                    FILTER (
                        ALL ( 'Table' ),
                        'Table'[Metric Type Col] = EARLIER ( 'Table'[Metric Type Col] )
                            && YEAR ( 'Table'[Date] ) = YEAR ( TODAY () )
                            && MONTH ( 'Table'[Date] )
                                = MONTH ( TODAY () ) - 1
                    ),
                    [Value]
                )
                    >= SUMX (
                        FILTER (
                            ALL ( 'Table' ),
                            'Table'[Metric Type Col] = EARLIER ( 'Table'[Metric Type Col] )
                                && YEAR ( 'Table'[Date] ) = YEAR ( TODAY () )
                                && MONTH ( 'Table'[Date] )
                                    = MONTH ( TODAY () ) - 2
                        ),
                        [Value]
                    ),
                UNICHAR ( 9650 ),
                UNICHAR ( 128315 )
            )
    )
RETURN
    UNION ( _table1, _table2 )

vyangliumsft_0-1718010468069.png

Sort_Tbale =
SUMMARIZE (
    'Table2',
    [Month],
    "Index",
        IF (
            MINX ( FILTER ( ALL ( 'Table' ), [Month] = EARLIER ( [Month] ) ), [Date] )
                = BLANK (),
            MINX ( ALL ( 'Table' ), [Date] ) - 1,
            MINX ( FILTER ( ALL ( 'Table' ), [Month] = EARLIER ( [Month] ) ), [Date] )
        )
)

vyangliumsft_1-1718010468070.png

2. Select [Month] – Sort by Column – [Index] .

vyangliumsft_2-1718010546483.png

3. Joining a relationship between two tables。

vyangliumsft_3-1718010546485.png

4. Result:

vyangliumsft_4-1718010568097.png

Best Regards,

Liu Yang

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

Anonymous
Not applicable

thank you so much @Anonymous 

Anonymous
Not applicable

@rajendraongole1 , thanks for the response but it won't allow me to identify the difference between previous month and prior to previous month,

 

this setting will work on one column values rather than comparision,

 

rajendraongole1
Super User
Super User

Hi @Anonymous 

 

You can achieve this with icons formatting, from conditional !

 

 

rajendraongole1_0-1717655388022.png

 

 

 

Did I answer your question? Mark my post as a solution! This will help others on the forum!
Appreciate your Kudos!!

 





Did I answer your question? Mark my post as a solution!

Proud to be a Super User!





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