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I have a Matrix Visual
where I have the data as shown below
| Metric Type Col | Static Col | KPI Column | Jan-23 | Feb-23 | Mar-23 | Apr-23 | Year Month |
| calls offered | N/A |
| 1,234,332 | 143,223 | 1,343,232 | 223,244 | |
| Calls Handled | N/A | 344,234 | 445,432 | 33,443 | 333,432 | ||
| Abanded rate | 5% |
| 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
Thanks,
Loki
Solved! Go to Solution.
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 )
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] )
)
)
2. Select [Month] – Sort by Column – [Index] .
3. Joining a relationship between two tables。
4. Result:
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
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 )
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] )
)
)
2. Select [Month] – Sort by Column – [Index] .
3. Joining a relationship between two tables。
4. Result:
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
thank you so much @Anonymous
@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,
Hi @Anonymous
You can achieve this with icons formatting, from conditional !
Did I answer your question? Mark my post as a solution! This will help others on the forum!
Appreciate your Kudos!!
Proud to be a Super User! | |
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